Our Thoughts on the Equifax Data Breach

In the aftermath of the Equifax security breach, we are once again reminded that identity theft and other financial scams pose a significant threat. Approaching your security as an ongoing process rather than a quick fix involves taking steps to protect your personal information from cyberattacks before they happen.

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Misperceptions About Market Corrections: Are You Prepared?

After an extended period of relative calm in the stock market, investors may wonder if we’re due for a correction. Instead of worrying when the next market downturn may or may not occur, we recommend having a portfolio in place today that you can stick with through thick and thin.

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Avoiding Financial Scams and Identity Theft Scams

It is an unfortunate reality that nobody is immune from identity theft and financial scams. Learn what to look for, how to protect your personal information, and what you should do if you believe you’ve been exposed to identity theft or financial fraud.

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GRBJ Podcast: Steve Talks Money

In the GRBJ Podcast: Steve Talks Money, senior advisor Steve Starnes discusses traits of financially successful people, how to achieve financial goals in 2017, and recommendations for end of life planning.

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Inside Track: From rocket scientist to number cruncher

This Grand Rapids Business Journal article features senior advisor, Steve Starnes. In the article Steve shares his story of why he chose Grand Wealth and how his grandmother inspired him to help clients with dementia.

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Tax-Loss Harvesting: Opportunities and Obstacles

So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools” we can employ to potentially enhance your bottom line. Tax-loss harvesting

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What If Everyone Were a Passive Investor?

For as long as we’ve been in business, we have encouraged investors to adopt a patient, long-term approach to capturing the market’s expected returns. In industry parlance, some have categorized our approach as “passive,” versus active attempts to beat the

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Advisor Innovation and Client Dementia

In this Financial Advisor magazine article, senior advisor Steve Starnes shares innovative best practices for all financial professionals to help and protect clients with dementia.

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Inside Track: ‘Everything balances’

Numbers capture Jeff Williams’ imagination, but trust is where the real value lies. This article in the Grand Rapids Business Journal (GRBJ) highlights why Jeff founded Grand Wealth and the value to clients of objective advice.

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Our Perspective on the Department of Labor’s New Fiduciary Rule

When a hard-won historic milestone is achieved, it’s usually front-page news: Apollo 11’s “one giant leap for mankind.” The fall of the Berlin Wall. Martin Luther King’s “I have a dream.” … The recent fiduciary ruling by the Department of Labor (DOL).

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