GRBJ Feature Article: Steve Starnes on Why Estate Planning Matters

Estate planning is one of those “I really should …” action items on almost everyone’s list. In a Grand Rapids Business Journal feature article, Steve Starnes shares some of the many ways estate planning matters more than you might imagine – for you and your loved ones alike.

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Congratulations Steve Starnes, Our Newest Principal

We are pleased to announce that Steve Starnes, MBA, CFP® is now a Principal at Grand Wealth Management. In his new role, he becomes a GWM co-owner, along with Ellie Winter and founder Jeff Williams.

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Our Thoughts on the Equifax Data Breach

In the aftermath of the Equifax security breach, we are once again reminded that identity theft and other financial scams pose a significant threat. Approaching your security as an ongoing process rather than a quick fix involves taking steps to protect your personal information from cyberattacks before they happen.

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Misperceptions About Market Corrections: Are You Prepared?

After an extended period of relative calm in the stock market, investors may wonder if we’re due for a correction. Instead of worrying when the next market downturn may or may not occur, we recommend having a portfolio in place today that you can stick with through thick and thin.

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Avoiding Financial Scams and Identity Theft Scams

It is an unfortunate reality that nobody is immune from identity theft and financial scams. Learn what to look for, how to protect your personal information, and what you should do if you believe you’ve been exposed to identity theft or financial fraud.

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GRBJ Podcast: Steve Talks Money

In the GRBJ Podcast: Steve Talks Money, senior advisor Steve Starnes discusses traits of financially successful people, how to achieve financial goals in 2017, and recommendations for end of life planning.

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Inside Track: From Rocket Scientist to Number Cruncher

This Grand Rapids Business Journal article features senior advisor, Steve Starnes. In the article Steve shares his story of why he chose Grand Wealth and how his grandmother inspired him to help clients with dementia.

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Tax-Loss Harvesting: Opportunities and Obstacles

So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools” we can employ to potentially enhance your bottom line. Tax-loss harvesting

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What If Everyone Were a Passive Investor?

For as long as we’ve been in business, we have encouraged investors to adopt a patient, long-term approach to capturing the market’s expected returns. In industry parlance, some have categorized our approach as “passive,” versus active attempts to beat the

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Advisor Innovation and Client Dementia

In this Financial Advisor magazine article, senior advisor Steve Starnes shares innovative best practices for all financial professionals to help and protect clients with dementia.

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