Topic
General

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.

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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.

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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.

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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.

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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.

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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.

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The Vital Role of Rebalancing

Properly implemented, rebalancing offers a disciplined, cost-effective approach to buying low and selling high and staying on track toward one’s personal financial goals. Learn how we add value by employing rebalancing as part of an evidence-based strategy.

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Ten Financial Best Practices to Jump-Start Your New Year

One of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your wealth management efforts.

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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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Survivorship Bias and Other Tricks of the Trade

One of the reasons we turn to evidence-based investing is to guide us past the misguided strategies that can otherwise cause an investor’s expected returns to run aground.

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