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Grand Wealth in the News

Steve Starnes Describes Effective Advisor Qualities in GRBJ

What should you look for in an effective financial advisor? In a recent Grand Rapids Business Journal” article, Steve Starnes, MBA, CFP® describes why business and investment management expertise aren’t as interchangeable as most people think. A successful business leader needs to sustain a competitive edge by identifying and reacting to evolving trends. A financial advisor needs to help investors patiently participate in the market’s long-term growth, while managing the risks involved. Each requires its own skill set.

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Anastasia Wiese’s GRBJ Commentary: Pay Off Debt or Invest?

In today’s climate of low interest rate loans, many investors have been asking a variation on the same question: Is “extra,” discretionary cash best used to pay down debt – such as mortgages, auto loans, student loans or credit card balances – or to invest toward retirement? In her February 22 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® covers how to make good choices either way: “Ultimately, every action you take to advance your overall financial picture should move you closer to a place of decreased anxiety and increased satisfaction with your financial situation.”

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Anastasia Wiese’s Corp! Commentary: Women Finding Work/Life Balance During Pandemic

How are women business owners and professionals who are also raising families achieving work/life balance during the pandemic? Michigan’s Corp! Magazine took a closer look at the question, as new studies suggest women’s professional and financial futures are at higher risk during the pandemic. Who better to speak on the subject than our own Anastasia Wiese? As a wife, mother, financial advisor, and co-owner at Grand Wealth, Anastasia shared tips on how she and her family have “leaned into the vulnerability” to manage it.

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Financial Advisor Magazine’s 2020 RIA Survey and Ranking

Grand Wealth Management is proud to be listed in Financial Advisor magazine’s 2020 RIA Survey and Ranking. Grand Wealth experienced a 24.02% growth in assets under management from 2018 to 2019. We crossed over the $400 million of assets under

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Anastasia Wiese Describes RMD Put-Backs

Did you take a Required Minimum Distribution (RMD) from your IRA earlier this year? If so, to help with the financial fall-out from COVID-19, the IRS is allowing you to reverse your 2020 RMD distribution … but you must act by August 31. In a July 28th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® describes how the RMD “put-back” works, and whether to consider taking advantage of the opportunity.

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GRBJ Features Steve Starnes on Making Good Financial Choices in Uncertain Times

Even in “normal” times, it’s hard to make good financial choices. With today’s increased uncertainty, the challenge is even greater. In a recent Grand Rapids Business Journal, Steve Starnes, MBA, CFP® describes a process for avoiding expensive money-management mistakes during the heightened medical, economic, and financial unknowns.

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Anastasia Wiese Authors a GRBJ Article Summarizing the CARES Act

There are a lot of provisions rolled into H.R. 748 – otherwise known as the CARES Act. Plus, Congress continues to clarify the many details involved. In an April 20th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered an overview of the Act, and its primary sources of relief aimed at helping individuals and businesses affected by the coronavirus.

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Jeff Williams Comments in MiBiz on Business Owners’ Financial and Succession Planning

Most successful business owners build their company’s financial strength through strategic planning and adept execution. But as Jeff Williams, CFP®, CPA/PFS comments in a recent MiBiz article, far fewer business owners bring these skills to their personal financial planning. When it’s time to implement a business succession plan, “not soon enough” financial planning can interfere with their own and their company’s optimal outcomes.

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Steve Starnes Comments in GRBJ on Avoiding Emotional Investment Decisions

It may go without saying that investors should avoid placing rash trades in volatile markets. But as Steve Starnes, MBA, CFP® points out in a Grand Rapids Business Journal piece, temptations abound when emotions are high. People working from home may watch their investment accounts and the market mood swings a little too closely, which could lead to ill-advised panic-trading. Steve offers several moves investors can consider taking instead.

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Anastasia Wiese Comments in GRBJ on Current Market News and Volatility

In her March 18 Grand Rapids Business Journal Banking & Finance commentary, Anastasia Wiese, JD, CFP® helped readers put the current elevated levels of market volatility in proper context. “While the desire to pull money out of the U.S. markets and sit in cash is a natural emotional response, now is not the time to panic,” writes Anastasia. “Times like this reinforce the importance of having a well-diversified portfolio among global stock and bonds.”

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