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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Healthier Saving with a Health Savings Account

Imagine a savings account where your deposits are tax-deductible, your dollars grow tax-free, and they can be withdrawn tax-free.

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Timeless Tips on Tax-Wise Investing: Part II

In our last installment of Financial Insights, we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings.

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Timeless Tips on Tax-Wise Investing: Part I

While “tax season” may imply that there is an optimal time to think about your income taxes, the best way to minimize your annual “pay-triotic duty” is to engage in year-round tax-wise investing, with ongoing best practices in: Your personal

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New Year’s Resolution: Prepare for Your Long-Term Care

You or your aging parents have worked hard to create financial independence. The last thing you want is to see it slip away because you have put off planning for critical long-term care needs. Here are three essential steps you

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An Investment Strategy Built to Last

Investing is not the only factor contributing to your ability to accumulate and/or preserve family wealth, but it is clearly among the most important factors. How you invest can accelerate you toward your goals … or impede your desired progress.

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