I have experienced many times the value that diversity of background and thought have added to the work we do on behalf of our clients and how we collaborate with teammates. It’s the main reason we serve clients with three-person client-centric teams supported by the larger team.

After two big steps forward in the first half of the year, the third quarter was arguably a half step back for the markets.

One of the most important tasks we frequently do with our clients is to review their estate planning documents in the context of changes in tax law, fiduciary law, assets, goals and objectives, and family changes.

Solid retirement plan governance process helps protect fiduciaries from liability.

Monte Carlo analysis can illuminate the long-term consequences of early-life purchases and aid in making complex financial decisions.

It’s an exciting time of year for us. Yes, we are all excited about college football, kids returning to school, and pumpkin spice everything. We are really excited though because it is our strategic planning season.

After five straight months of gains, and a year-to-date return of more than 20% through July, the S&P 500 retreated 1.6% in August.

Like other states, Michigan provides the opportunity for disabled individuals to hold investments to help them cover costs that support their health, independence, and quality of life without affecting their federal Medicaid or Supplemental Security Income (SSI) support. ABLE is the acronym for Achieving a Better Life Experience.

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, which included a major package of retirement savings provisions known as SECURE Act 2.0. There is a lot in SECURE Act 2.0. Consideration of and compliance of provisions will require due diligence.

Even if you are 100% convinced problems will not arise amongst your family, naming one of them to act as your trustee may be teeing up a perfect storm for problems to surface.

When working alongside a client, it is essential to take stock of the personal values that create an environment for them to live authentically.

Artificial Intelligence (AI) currently dominates the technology headlines, and rightfully so. The launch of ChatGPT by OpenAI in November 2022 has ushered in a revolutionary era of more natural and efficient human-technology interaction.

Greenleaf Trust continues to grow across the state of Michigan with the addition of six teammates across the company.

If you sold in May and went away this year, my condolences. The third quarter is off to a healthy start. Investment markets performed well in July, and while second quarter earnings are down compared to a year ago (as expected), forecasts call for recovery in the second half and a strong outlook for 2024.

Have you ever Googled the answer to a question that you were too embarrassed to ask anyone else? For example, “Why does my dog keep sniffing my eyes?” or “Why am I lightheaded?” My sister and close friends know the first thing they need to do when I pass away is to erase my Google […]

What to expect during your first Retirement Plan audit.

When it comes to credit cards, there are many different types of cards you can carry, some of which include standard cards, travel cards, cashback cards and store specific credit cards.

Mike Odar reflects on the 25 years of Greenleaf Trust

After a challenging 2022, investors should be pleased with the market experience in the first half of 2023. In stark contrast to a period when both stocks and bonds moved lower together, financial markets have largely been in recovery mode over the last six months. Several positive themes have bolstered markets including a strong labor […]

The selection of a trustee is pretty much the choice between either a professional or an amateur

The triple tax benefit of Health Savings Accounts

How to Help Participants Balance Current Needs vs Future Security

Trusts are a major part of most estate plans and attorneys and financial advisors love acronyms to describe the various types of trusts, but what do all these letters mean and what purposes do they serve?