SECURE Act 2.0 represents a significant step forward in enhancing the flexibility and security of retirement savings.

Greenleaf Trust is pleased to announce the addition of Christy Dewey, Adam Mangiapane and Zach Reed.

I am proud that Greenleaf Trust is structured to remain a privately held, trust-only bank in perpetuity. This eliminates the possibility of an acquisition or merger.

The first half of 2024 continued the positive momentum seen in 2023 across financial markets. The likelihood of a recession has diminished compared to a year ago.

It is not surprising the number of individuals who want to be buried in their grave with particular items that have emotional, sentimental, and sometimes even intrinsic value.

Every person coming into retirement has struggled with the shift in mindset from work income to income from retirement assets.

Here are eight things you can do now that take only minutes but can save hours of work and frustration for your loved ones in the future.

In the retirement plan world; size matters! A plan reports their number of participants on a required annual Form 5500 which is submitted to the U.S. Department of Labor (DOL). If the plan is “large,” it needs an audit.

As we approach the end of those 10 years, I have put together a talented team of forward-thinking leaders at Greenleaf Trust to develop our strategic goal for the next 10 years.

After retreating 4% in April, the S&P 500 bounced back in May reaching a new record high on 5/21 and closing out the month with a 5% return.

Prospect theory acknowledges that human decision-making is at times irrational and influenced by psychological biases.

Asset allocation is the primary driver of long-term investment performance. So, what exactly is asset allocation? It is simply the mix between major investment types in a portfolio, including equity (stocks), fixed income (bonds), cash, and alternative assets (basically a catch-all for everything else).

By many measures, the U.S. economy is thriving, unemployment is near historic lows, economic growth remains solid despite high interest rates, and the stock market continues to reach all-time highs.

A phrase commonly thrown around in estate planning literature is the use of a modern trust.

As you all know, culture is something that is very important to Greenleaf Trust. It defines us and differentiates us. One of our founding goals in 1998 was to find really talented teammates and create a culture that would engage and inspire them. If we could do that, then just think about what that team […]

As the year has unfolded, the labor market has been stronger-than-expected. The US has added an average of 276k jobs in each of the first three months and the unemployment rate has stayed below 4%.

Discussions around long-term care can be emotional, but it’s important to begin these conversations early. Long-term care planning should be a part of your overall personal risk management plan and should begin as early as your forties.

No single person can predict with perfect accuracy how markets will behave in the short term nor with consistency.

As artificial intelligence (AI) technologies improve our ability to mimic real life, it’s becoming harder to tell what’s real and what’s fake in the digital domain.

On Tuesday, April 23 the US Department of Labor (DOL) issued the final Retirement Security Rule. Department officials said the rule will be active later this year on September 23 requiring investment advisers to follow impartial conduct standards and acknowledge their fiduciary status. Other parts of the rule will not be effective until fall of […]