Have you ever ended up with a lump sum of cash you don’t plan to spend anytime soon? Whether you’ve sold a business, received a windfall, or just been a good saver, it’s nice to have “extra” cash on hand to invest toward the future. That said, it can be stressful to decide: Should you invest it all right away, or spread it out over time? In his June 30 GRBJ article, Steve Starnes, MBA, CFP® offers answers that may surprise you.[read more]
Grand Rapids Business Journal: How Should You Invest a Lump Sum of Cash? Steve Starnes Offers Answers.
Grand Rapids Business Journal Features “Influential Woman” Anastasia Wiese
Financial advisor Anastasia Wiese, JD, CFP® is already a familiar face at GWM, but now she’s also more familiar to the wider community. As part of its ongoing “Influential Women” series, the GRBJ interviewed Anastasia in an April 30th Q&A. Covering insights from wise to whimsical, Anastasia shared interesting tidbits about herself, her family and her career – including how she negotiated for gas money as a teenager.[read more]
Grand Rapids Business Journal: Anastasia Wiese Discusses What to Make of an Inverted Yield Curve
Every so often, the U.S. Treasury bond yield curve “inverts,” as it has recently, with short-term Treasury bills yielding less than their long-term counterparts. Since past inverted U.S. yield curves have usually been followed by U.S. recessions, we tend to hear about them. In an April 30th GRBJ piece, Anastasia Wiese, JD, CFP® discussed being cautious about lending any one economic indicator excessive predictive powers, especially with respect to your disciplined investment strategy.[read more]
Grand Rapids Business Journal: Steve Starnes Covers a Common Concern: How Much Should You Spend in Retirement?
Whether you’re already retired or still planning for it, here’s a question on almost everyone’s mind: “How much can I spend in retirement?” In a March 31st GRBJ article, Steve Starnes, MBA, CFP® covers how to spend comfortably, but not excessively in retirement. While there are handy rules of thumb like “the 4% rule,” it’s also good to know when individual adjustments may be warranted along the way.[read more]
Grand Wealth Management News: Ellie’s Retirement!
Last spring, Ellie Winter reached a difficult, but important decision: Effective December 31, 2018, she will retire from Grand Wealth, to begin a new phase in her life. While we’ll sorely miss Ellie’s good company, we’re confident our business is ready for the change, thanks to the infrastructure we’ve built over the years.[read more]
Getting to Know Anastasia Wiese, JD, CFP®
We’ve known financial advisor Anastasia Wiese for years, as our paths kept crossing at financial forums in and around Michigan. After a while, we agreed it made sense to combine Anastasia’s legal and financial background with our existing strengths, serving all our clients as a unique team. You can read Anastasia’s full bio on our website, but today we share a more personal introduction.[read more]
Welcome, Client Service Administrator Angela Ejsmont
Angela Ejsmont is someone who enjoys being that team member everyone counts on to “get things done.” Fortunately, that’s just what we were seeking for our team when we asked Angela to join Grand Wealth in August.[read more]
Congrats to the Award Winner: “Rethinking Dementia”
As a founding sponsor of Rethinking Dementia: Accelerating Change,” Grand Wealth couldn’t be more proud of the group’s recognition as WOOD TV8’s 2018 “Connecting with Community” award winner.[read more]
Welcome Back, Janelle Anderson
There comes a time in any thriving business when a dedicated office manager becomes an essential ingredient for future growth. Fortunately, when that day arrived here at Grand Wealth Management, we did not have to search very far to find a perfict fit for the role.[read more]
Getting to Know Stephanie Mushna, CFP®
If you’ve visited our offices lately, you may already have had the pleasure of meeting our new Associate Financial Advisor Stephanie Mushna, CFP®. If not, you’re in for a treat. Today, we are delighted to introduce Stephanie to you electronically. Read on, and please join us in welcoming Stephanie to Grand Wealth Management.[read more]