What does 2020 have in store for investors in general, and influential West Michigan women in particular? Anastasia Wiese, JD, CFP® shared her insights in the December 2019 issue of “West Michigan Woman.” Describing potential challenges and opportunities for the year ahead, Anastasia said, “While no one has a crystal ball to help predict the future, understanding where we are now helps to bring comfort on what to expect moving forward.”

These days, investors deserve a lot more from a financial advisor than simply a set-and-forget investment line-up. But how do you differentiate good advice from a sales pitch in disguise? In her November 30th Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® offers five qualities to seek in a financial advisor relationship.

Studies have suggested, financial capacity often declines with age, even as confidence in our financial decision-making tends to increase. That’s a dangerous combination, especially if clinical dementia is diagnosed. In a recent Nerd’s Eye View guest post, Steve Starnes, MBA, CFP® describes the role financial advisors can play in protecting and guiding individuals and families as they manage cognitive decline.