Business Financial Advisor Michigan: Why Your Business Should Consider Having One

Business Financial Advisor Michigan: Why Your Business Should Consider Having One Why a Business Financial Advisor Matters Running a business is a complex endeavor, and managing its finances can often feel overwhelming. A business financial advisor can serve as a vital partner, helping owners navigate financial challenges and make strategic decisions that drive success. Whether […]

Can A QCD Go to a Donor-Advised Fund?

Can A QCD Go to a Donor-Advised Fund? Although it may not seem obvious, charitable giving plays an important role in retirement planning, offering retirees a way to support meaningful causes while optimizing their financial strategies. Among the tools available, Qualified Charitable Distributions (QCDs) and donor-advised funds (DAFs) stand out as popular options, often sparking curiosity […]

Quarterly Market Review – Q1 2025

Quarterly Market Review – Q1 2025 All market environments carry some level of uncertainty, but the first quarter of this year brought more than usual, particularly on the trade front. The Trade Policy Uncertainty Index hit an all-time high1, reflecting growing investor anxiety. This uncertainty translated directly into market volatility, with the S&P 500 entering correction territory […]

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