Economic Review of 2020 & Outlook for 2021 Virtual Event
On Tuesday, December 15th, 2020 from 9:00 a.m. to 10:30 a.m. we met virtually with Moderator Kurt Nagl from Crain’s Detroit Business and panelists Jill Garvy from Huntington Private Bank, Cedrick Howie economics professor at Schoolcraft College, Phil Serra from Merrill Lynch Wealth Management, and Dewy Steffen from Great Lakes Wealth. We discovered what we can learn from 2020 and what we can apply to our financial planning for 2021.
It’s a Question of Tax… Tax Planning Tips for 2021 and Beyond
On Tuesday, November 17th, 2020 from 9:00 a.m. to 10:00 a.m. we will virtually meet with Donald P. Kent, a financial advisor with Bernstein Private Wealth Management since 2000. Don will share his expertise on how simple planning will take some of the worry out tax season, and allow us to retain more of the “joy” of the holiday season a little longer.
Investing During Election Years…What Does History Tell Us?
With a Presidential Election looming over the United States, many Americans are wondering what effect this will have on investment portfolios, along with savings, 401(k)/IRA accounts. William “Will” Thorpe, the Chief Marketing and Development Officer of the Institutional Division of Mason Investment Advisory Services, Inc. led us through a discussion of historical market performance during […]
The Generation Squeeze…
On September 22, 2020 the Schoolcraft College Foundation partnered with Financial Advisor Diane Young, Founder and President of the Athena Financial Group, located in Rochester Hills, Michigan. Financial Advisor Diane Young will led a panel through a presentation on the planning opportunities and pitfalls for the generations who are “squeezed” in between their own children […]
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