Purpose Jobs, the largest community of purpose-driven professionals, announced Greenleaf Trust President and CEO, Michael Odar, had been named to the list of best purpose-driven CEOs in 2023. These CEOs were nominated and selected based on the following criteria: communication and transparency, strategy and vision, high EQ and empathy, high integrity and commitment to purpose-driven […]
Read MoreAugust 25, 2023
Greenleaf Trust is pleased to share the promotion of Jeff Pauza to Vice President, Assistant Director of Wealth Management.
Read MoreAugust 21, 2023
Chief Investment Officer, Nicholas Juhle, was featured in MLive.com article on the unprecedented height of credit card debt.
See MoreAugust 22, 2023
President and CEO, Michael Odar, has been named one of the best purpose-driven CEOs by Purpose Jobs.
See MoreAugust 18, 2023
“The current state of credit card indebtedness among Americans is, in large part, because of changes to household finances following the COVID-19 pandemic, said Nick Juhle, chief investment officer at Kalamazoo-based financial management firm Greenleaf Trust.”
See MoreAugust 16, 2023
Today’s report suggests that American consumers, supported by a strong labor market and rising wages, continue to support a growing economy despite tightening monetary policy.
Read MoreAugust 10, 2023
On a year-over-year basis, July inflation data showed overall annualized price increases accelerated slightly to 3.3% (from 3.0% in June) largely owing to base effects of a tougher prior-year compare as peak inflation levels of 9.1% recorded in June 2022 have now annualized.
Read MoreAugust 4, 2023
We are on a Diversity, Equity, and Inclusion (DEI) journey and have been for the last 25 years. We believe in the benefits of bringing uniquely different people with uniquely different backgrounds together within a unique culture.
Read MoreAugust 4, 2023
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.
Read MoreAugust 4, 2023
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 […]
Read MoreAugust 4, 2023
What to expect during your first Retirement Plan audit.
Read MoreAugust 4, 2023
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.
Read MoreAugust 4, 2023
August 3, 2023
Chairman, William D. Johnston, sat down with Sleeping Giant Capital to discuss culture, and long term success in business on The Do Diligence Podcast.
Read MoreJuly 26, 2023
Fed raises interest rates by 0.25%, bringing the Fed Funds Rate range to 5.25-5.50% – the highest level in 22 years. The committee left the door open to additional increases as policymakers continue their efforts to quell inflation.
Read MoreJuly 25, 2023
Subscriber exclusive article by Ryan Boldrey at MLive
See MoreJuly 18, 2023
U.S. retail sales came in below expectations on a month-over-month basis, and remained soft year-over-year. In real terms, retail spending was unchanged compared to May and declined 1.5% year-over-year.
Read MoreJuly 18, 2023
Greenleaf Trust is pleased to announce promotions on the client centric and research teams.
Read MoreJuly 18, 2023
Senior Business Process Analyst, Asa Davis, has recently changed divisions from the Business Information Services Division to the Retirement Plan Services Division. Asa will focus on identifying business improvements and opportunities for organizational development. He has over 20 years of experience in the financial services industry and earned his bachelor’s degree in business administration and […]
Read MoreJuly 12, 2023
June inflation data showed overall annualized price increases slowing for a twelfth straight month to 3.0% – down from a June 2022 peak of 9.1% and to the lowest level in more than two years.
Read MoreJuly 11, 2023
Chairman, William D. Johnston, and President and CEO, Michael F. Odar, reflect on 25 years of growth, culture and continuous improvement.
See MoreJuly 7, 2023
The U.S. labor market added 209K jobs, the unemployment rate fell 0.1% to 3.6%, and wage growth held steady in June. On July 26, Fed policymakers will decide whether or not to raise interest rates by another 0.25% after pausing in June.
Read MoreJuly 7, 2023
Mike Odar reflects on the 25 years of Greenleaf Trust
Read MoreJuly 7, 2023
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 […]
Read MoreJuly 7, 2023
The selection of a trustee is pretty much the choice between either a professional or an amateur
Read MoreJuly 7, 2023
The triple tax benefit of Health Savings Accounts
Read MoreJuly 7, 2023
How to Help Participants Balance Current Needs vs Future Security
Read MoreJuly 7, 2023
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?
Read MoreJuly 7, 2023
July 5, 2023
Vice President, Senior Wealth Management Advisor, Nicole Asher is featured in USA Today with commentary on Roth IRA withdrawal rules.
See MoreJune 30, 2023
Greenleaf Trust is pleased to share the addition of four new teammates.
Read MoreJune 29, 2023
Greenleaf Trust, a Michigan-chartered wealth management firm with $16 billion in assets under advisement*, announced that it has been recognized as one of 2023 Michigan’s Best and Brightest in Wellness® by the National Association for Business Resources.
Read MoreJune 29, 2023
Traverse City Record-Eagle includes 25th anniversary news in Business in Brief section.
See MoreJune 15, 2023
Michael Holmes, a Trust Relationship Officer in Kalamazoo, Michigan, was recently awarded the Certified Trust and Fiduciary Advisor designation from the American Bankers Association.
Read MoreJune 15, 2023
Project Manager, Mercedes Sims receives Certified Associate in Project Management designation through the Project Management Institute
Read MoreJune 15, 2023
U.S. retail sales were stronger than expected on a month-over-month basis, but remain lower on a year-over-year basis.
Read MoreJune 14, 2023
The Fed paused its rate hikes to allow for additional time to assess incoming economic data.
Read MoreJune 13, 2023
Executive Vice President, Director of Retirement Plan Division Chris Middleton, CTFA provides byline on the retirement savings coverage gap for Benefits PRO.
See MoreJune 5, 2023
Our Retirement Plan Services Division traces its roots back to the foundation of our company in 1998.
Read MoreJune 5, 2023
The US Department of the Treasury manages payments for the federal government. Congress, by law, limits the maximum amount of debt that the Department of Treasury can issue to finance budget deficits. This limit is commonly referred to as the “debt ceiling.”
Read MoreJune 5, 2023
When it comes to investing for retirement you have a multitude of options to choose from. Making the decision about how you are going to manage the taxation of your retirement plan contributions makes the decision even more complex.
Read MoreJune 5, 2023
Let’s explore some options worthy of consideration for the administration and distribution of real estate assets.
Read MoreJune 5, 2023
SECURE Act 2.0 offers a creative solution for funding Roth IRAs for the youngest members of our families by leveraging excess 529 plan savings.
Read MoreJune 5, 2023
June 2, 2023
The U.S. labor market added 339K jobs in May after an upwardly revised +294K in April and the unemployment rate jumped 0.3% to 3.7%.
Read MoreJune 1, 2023
Greenleaf Trust is proud to announce the addition of Elva Clayborn to the client centric team.
Read MoreMay 30, 2023
May 16, 2023
U.S. retail sales increased less than expected month-over-month and decelerated further on a year-over-year basis.
Read MoreMay 9, 2023
Senior Talent Acquisition Specialists, Lisa Luebke and Jacqueline Sperling receive certifications in Human Resources
Read MoreMay 8, 2023
Greenleaf Trust is pleased to share the addition of Audit Associate, Ashleigh Egler-Williams and Associate Participant Services Administrator, Nicholas Bourbeau
Read More