Greenleaf Trust Announces Hire of Managing Director

Greenleaf Trust announced today that Bill Feldmaier is joining the company as managing director of southeast Michigan located in its Birmingham office. With more than 20 years of experience in the institutional pension, 401k and retirement space, Feldmaier will be responsible for market strategy, business development and leadership of the Greenleaf Trust’s Birmingham office. He will be working throughout southeast Michigan to grow the firm’s personal trust, family office and retirement plan business.

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January 2023 Perspectives Newsletter

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Nerd Wallet: How to Buy Treasury Bonds

Chief Investment Officer Nicholas Juhle, CFA was featured in a Nerd Wallet article on How to Buy Treasury Bonds. Read more here.

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US News: Stock Market Trends for 2023

Chief Investment Officer Nicholas Juhle’s commentary was recently featured in US News & World Report article on stock market trends for 2023. Read more here.

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Memory Lane

It was May 1985 when I began to write a monthly newsletter to my clients about the economy, financial markets and geopolitical as well as domestic political happenings that had impact on both. Thirty-seven and a half years have flown by (and by some miracle, I didn’t get any older and some would say wiser) and this month’s column is number 450, comprising 1400 pages and over 625,000 words. What started out as an attempt to inform approximately 50 clients now reaches 1200 client relationships, hundreds of estate planning attorneys and CPAs as well as thousands of visitors to our website each month.

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Greenleaf Trust named National Best and Brightest in Wellness Winner by National Association for Business Resources

Greenleaf Trust, a Michigan-chartered wealth management firm with $17 billion in assets under advisement*, announced that it has been recognized as a 2022 National Best and Brightest in Wellness winner after being named a Michigan winner earlier this month.

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Economic Commentary

All of us experience the realization that the hands of the clock spin at greater velocity every year. The fade of winter is briefly replaced by budding tulips before the fireworks for the Fourth of July light up the summer sky. I truly love college football and can’t yet imagine that we are in the […]

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S&P 500 Earnings Update

2022 has been a difficult year for investors offering limited opportunities for positive returns. After rising nearly 27% in 2021, the S&P 500 index has retreated 24% year-to-date. Uncertainties abound as persistent inflation is met with increasingly restrictive monetary and fiscal policy and geopolitical risks loom large. US corporate earnings, however, have proven resilient thus […]

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