Anastasia Wiese Featured in MLive: Finding the Silver Linings in Your Saving Accounts

We’re in a challenging environment for savers and investors alike, but there are silver linings to be found. In a recent MLive Wallet Watch article, Anastasia Wiese, JD, CFP® shared tips on how to navigate rising interest rates and market volatility. She discusses how to seize improved opportunities in your saving accounts, while staying invested in the markets for future growth.

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Jeff Williams Commentates on Taking His First Sabbatical

One value that we try to instill at Grand Wealth is the importance of cross training and empowering our team to step into leadership when the opportunity arrives. This year we added a new benefit and created a sabbatical policy. With

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Grand Wealth Implements New Sabbatical Benefit

One of the many values I hope to instill into our team at Grand Wealth is the importance of intentionally empowering everyone to step into leadership when the moment arrives. To grow as a company and deliver on our mission to help clients achieve more for themselves, their families, and their communities, all of us must be prepared for any situation to ensure our clients’ success. At the end of the day, our clients can count on any member of our team to understand their needs and step up to guide them.

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Grand Rapids Magazine Interviews Steve Starnes on Shifting Retirement Expectations

“Retirement is changing.” So begins a recent Grand Rapids Magazine Look+Feel column, “A Shift in Retirement.” As retirees are living longer with less access to traditional pension plans, Steve Starnes, MBA, CFP® notes that financial planning plays an even more important role in the ability to retire as we desire. Plus, there’s lifestyle planning. “Not doing anything [in retirement] is hard for a lot of people,” says Steve, “whether they need the money or not.”

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Anastasia Wiese Featured in MLive, Offering Investment Tips During Inflationary Times

With inflation on the rise, many households are revisiting how to save, invest, and spend their hard-earned money. In a recent MLive article on how to budget for higher prices, Anastasia Wiese, JD, CFP® shared several best practices for sustaining your investment stamina during inflationary times.

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It’s Never Too Early to Start Planning

Steve Starnes shares in the first podcast episode of This Day & Age, tips, and tools you need to set yourself up for success in the later stages of life. The episode explores why having a plan in place is so important and how to get started.

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Anastasia Wiese Shares “Wine, Women, and Money” Advice in West Michigan Woman

Although women are increasingly household breadwinners and financial stewards, talking about money often remains taboo in “polite society.” In a West Michigan Woman piece, “Wine, Women and Money: Sharing Financial Know-How,” Anastasia Wiese, JD, CFP® explores how women can broach the subject in small, private gatherings … with a little wine to help the conversation flow. “When women share information about career and finances, goals, hopes, dreams—and yes, fears—we can find the crucial support needed for success,” says Anastasia.

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Evidence-Based Investing in Brief

How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? Evidence-based investors build and manage their portfolio based on what is expected to enhance future returns and/or dampen related risk exposures, according to the most robust evidence available. This also means sticking with your long-view, evidence-based strategy once it’s in place, despite the market’s uncertainties and your own self-doubts you’ll encounter along the way.

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Calvin Wiersma’s GRBJ Post on the Profitability Factor

What is the profitability factor in investing? As the name suggests, stocks from profitable companies are expected to outperform unprofitable ones. But that doesn’t mean you should load up on high-flying stocks. In his recent Grand Rapids Business Journal column, Calvin Wiersma, CFP® explains: Like managing a successful rental property, it’s best to consider profitability as one factor among many that contributes to your well-built investment portfolio.

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Janelle Anderson’s Employee Retention Tips on WZZM-13

In Grand Rapids and across the country, companies have been shoring up efforts to retain valued employees amidst widespread job burnout. In “Rethinking the 9 to 5,” WZZM-13 reporter Valerie Lego spoke with our Operations Manager and Chief Compliance Officer Janelle Anderson. Janelle described employee retention efforts long in place at Grand Wealth, as well as more recent changes we’ve implemented to maintain our team focus while working from home.

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