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Michigan 529 Plans

  As you all know last year's Tax Cuts and Jobs Act (TCJA) included an expansion of tax-advantaged college savings program to...
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Written by
Andrew Bass

Telemus Weekly Market Review January 28th - February 1st, 2019

January 28 – February 1 Week in Review   The markets overcame a sluggish start to the week last week to finish on a higher note...
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Written by
Gary Ran

Webinar | How to Spot a Con

With wealth, also comes unique investment opportunities that aren’t available to the general public. And while these hedge fund,...
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Written by
Telemus

Financial Markets Commentary: Fourth Quarter 2018

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Written by
Diana Joseph

Telemus Weekly Market Review January 21st - January 25th, 2019

January 21 – January 25 Week in Review It was a mixed week for the markets last week in holiday shortened trading. The S&P 500...
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Written by
Gary Ran

Telemus Weekly Market Review January 14th - January 18th, 2019

January 14 – January 18 Week in Review The markets continued in rally mode last week rising mainly on growing optimism...
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Written by
Gary Ran

Telemus Weekly Market Review January 7th - January 11th, 2019

  January 7 – January 11 Week in Review The markets continued their climb last week for the 3rd straight week. The S&P 500...
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Written by
Gary Ran

Chartbook: December 2018

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Written by
Diana Joseph

Telemus Weekly Market Review December 31st, 2018 - January 4th, 2019

December 31 – January 4 Week in Review With the markets closed to celebrate the New Year on Tuesday Wall Street kicked off the...
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Written by
Gary Ran

Michigan 529 Plans

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Written by
Andrew Bass

Telemus Weekly Market Review January 28th - February 1st, 2019

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Written by
Gary Ran

Webinar | How to Spot a Con

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Written by
Telemus

Financial Markets Commentary: Fourth Quarter 2018

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Written by
Diana Joseph

Telemus Weekly Market Review January 21st - January 25th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review January 14th - January 18th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review January 7th - January 11th, 2019

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Written by
Gary Ran

Chartbook: December 2018

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Written by
Diana Joseph

Telemus Weekly Market Review December 31st, 2018 - January 4th, 2019

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Written by
Gary Ran

The Importance of Financial Health for 2019

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Written by
Gary Ran

Estate of Cahill v. Commissioner

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Written by
Andrew Bass

Telemus Weekly Market Review December 24th - December 28th, 2018

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Written by
Gary Ran

Telemus Weekly Market Review December 17th - December 21st, 2018

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Written by
Gary Ran

It isn't Market Timing that Determines Success...

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Written by
Gary Ran

Telemus Weekly Market Review December 10th - December 14th, 2018

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Written by
Gary Ran

Telemus Weekly Market Review December 3rd - December 7th, 2018

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Written by
Gary Ran

It’s always something-if it ain’t one thing it's another

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Written by
Diana Joseph

Market Review & Commentary: November 2018

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Written by
Diana Joseph

Telemus Weekly Market Review November 26th - November 30th, 2018

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Written by
Gary Ran

Telemus Weekly Market Review November 19th - November 23rd, 2018

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Written by
Gary Ran

News Flash - The World Isn't Coming to an End

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Written by
Gary Ran

Telemus Weekly Market Review November 12th - November 16th, 2018

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Written by
Gary Ran

Ending 2018 Thoughtfully-Starting Next Year Smartly

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Written by
Andrew Bass

Telemus Weekly Market Review November 5th - November 9th, 2018

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Written by
Gary Ran

We have a retirement crisis looming

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Written by
Alexis Zelisko

Proposed Regulation Will Expand 401(k) Options To More Americans

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Written by
Chris MacKenzie

Telemus Weekly Market Review October 29th - November 2nd, 2018

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Written by
Gary Ran

Market Review & Commentary: October 2018

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Written by
Diana Joseph

Check Your Politics at the Door, Equity Markets Are Bi-Partisan

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Written by
Bob Hochkins

Telemus Weekly Market Review October 22nd - 26th, 2018

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Written by
Gary Ran

What a Difference a Few Weeks Make

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Written by
Gary Ran

A Financial Advisor's Guide to Divorce

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Written by
Telemus

Telemus Partner Diana Joseph Named Among Chicago’s Most Notable Financial Advisors

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Written by
Telemus

Josh Levine on Fox 2 Money Works

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Written by
Josh Levine

Payday Trifecta

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Written by
Andrew Bass

Financial Markets Commentary: Third Quarter 2018

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Written by
Diana Joseph

Breathe, think, plan before cashing in on big lottery wins

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Written by
Lyle Wolberg

An Ugly Market Day

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Written by
Diana Joseph

Year End Tax Withholding

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Written by
Andrew Bass

Market Review & Commentary: August 2018

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Written by
Diana Joseph

Market Review & Commentary: July 2018

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Written by
Diana Joseph

Kiddie Tax

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Written by
Andrew Bass

How Genetics Can Help Your Financial Health

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Written by
Lyle Wolberg

Financial Markets Commentary: Second Quarter 2018

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Written by
Diana Joseph

Market Review & Commentary: June 2018

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Written by
Diana Joseph

Telemus Team Leads Successful Book Drive for Detroit Students

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Written by
Telemus

Is Your Family Prepared for Your Passing?

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Written by
Chris MacKenzie

Market Review & Commentary: May 2018

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Written by
Diana Joseph

Chartbook: May 2018

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Written by
Diana Joseph

Avoid the Buy-High, Sell-Low Trap

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Written by
Gary Ran

What You Should Consider Before Accepting a New Job

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Written by
Adam Pawloski

Market Review & Commentary:  April 2018

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Written by
Diana Joseph

Financial Markets Commentary: First Quarter 2018

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Written by
Diana Joseph

You Don't Have to Choose Between Retirement and Your Child's Education

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Written by
Lauren Genuardi

Market Review & Commentary:  March 2018

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Written by
Diana Joseph

Why You need a death folder...and what it must contain

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Written by
Charlene Reardon

For Business Owners, It's a Seller's Market

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Written by
Andrew Bass

College Countdown:  6 Month Financial Prep Calendar

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Written by
Lyle Wolberg

Market Review & Commentary:  February 2018

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Written by
Diana Joseph

Markets Do Go Down...

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Written by
David Post

Market Review & Commentary:  January 2018

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Written by
Diana Joseph

Tax Reform presentation by Telemus & Hertz Schram PC

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Written by
Andrew Bass

Cryptocurrency 101

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Written by
Telemus

Two-Thirds of Americans Have Inadequate Insurance.  I was One of Them.

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Written by
Gary Ran

Bitcoin and Blockchain Explained:  The Power of New Technologies

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Written by
Matt Ran

Market Review & Commentary:  December 2017

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Written by
Diana Joseph

Chartbook: December 2017

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Written by
Diana Joseph

2017 Tax Cuts and Jobs Act

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Written by
Andrew Bass

Tax Reform 2017

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Written by
Andrew Bass

Planning for Retirement:  Do You Have a Winning Hand?

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Written by
Andrew Bass

Market Review & Commentary:  November 2017

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Written by
Diana Joseph

Year-End Tax Planning in a A Year of Uncertainty

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Written by
Andrew Bass

Hurricanes Shed Light on Inadequate Insurance Coverage

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Written by
Telemus

Market Review & Commentary:  October 2017

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Written by
Diana Joseph

3 Trending Alternative Investments for 2018

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Written by
Gary Ran

On-Demand Webinar:  An Introduction to "Valuable-Risk" Portfolios

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Written by
Gary Ran

Market Review & Commentary:  September 2017

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Written by
Diana Joseph

Commentary & review:  Third Quarter 2017

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Written by
David Post

Equifax Data Breach

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Written by
Telemus

Understanding Inherited IRAs and Their Inherent Dangers

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Written by
Andrew Bass

Mid-Year Commentary and Review:  SEcond Quarter 2017

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Written by
David Post

The Argument for International Equities

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Written by
Gary Ran

What's Behind The Fiduciary Fight

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Written by
Josh Levine

What is a 529 Plan and Why Should you Care?

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Written by
Adam Pawloski

Tax Principles Not a Proposal

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Written by
Andrew Bass

Strategically Thinking About Divorce

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Written by
Andrew Bass

I Will Gladly Pay You Tuesday for a Hamburger Today

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Written by
David Post

A Funny Thing Happened On the Way From The Fed

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Written by
David Post

Beware of These Often-Overlooked Insurance Gaps

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Written by
Telemus

Alternative Investments You Need to Know About

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Written by
Gary Ran

The Power of Non-Correlating Assets

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Written by
Gary Ran

2017 Forecast and Commentary

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Written by
David Post

Is Estate Planning Dead?

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Written by
Andrew Bass

A Holiday Parable

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Written by
David Post

Why you Should Plan to Sell your Business Now

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Written by
Andrew Bass

Populism:  The Unintended Consequence

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Written by
David Post

5  Business Exit Strategies you Need to Understand

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Written by
Telemus

The Trump Victory

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Written by
David Post

Presidential Election 2016

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Written by
David Post

How the New Fiduciary Ruling Might Save You Thousands in Retirement Savings

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Written by
Josh Levine

Telemus Economic and Market Summary:  Third Quarter 2016

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Written by
David Post

Take Advantage of Low Interest Rates Now

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Written by
Andrew Bass

Britain Decides to leave...

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Written by
David Post

You Need an Insurance  Audit

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Written by
Telemus

Trump, Bernie, and Brexit- Network Redux

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Written by
David Post

Partners in Life and Leadership:  Meet Shayna and Joshua Levine

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Written by
Josh Levine

Q1 2016 Economic and Market Highlights

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Written by
David Post

The Telemus Wealth Letter:  Q1 2016

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Written by
Andrew Bass

Telemus Market Review:  February 2016

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Written by
David Post

February 2016 Market Review

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Written by
David Post

Scary Movies

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Written by
David Post

January 2016 Market Update

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Written by
David Post

January 2016 Market Review

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Written by
David Post

What to do first if you win the $1.5 Billion Powerball Jackpot

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Written by
Lyle Wolberg

2016 Forecast and Commentary

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Written by
David Post

A Financial Adviser's Advice:  What to do With Those Lottery Winnings

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Written by
Lyle Wolberg

Approaching 2016 and Beyond

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Written by
Andrew Bass

Social Security Update

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Written by
Andrew Bass

2015 Third Quarter Market update

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Written by
David Post

September 2015 Monthly Commentary

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Written by
David Post

2015 Second Quarter Update

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Written by
David Post

Wealth and Tax Planning

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Written by
Andrew Bass

A New Greek Tragedy

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Written by
David Post

Separating The Wheat From The Chaff...

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Written by
David Post

Fear, Greed and Need

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Written by
David Post

March 2015 Market Commentary

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Written by
David Post

Voices:  Lyle Wolberg, on Extending The Fiduciary Standard

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Written by
Lyle Wolberg

Strategic Philanthropy

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Written by
Andrew Bass

Telemus Special Report

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Written by
David Post

Tax Extender Bill Passed By House and Senate

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Written by
Andrew Bass

December 2014 Market Commentary

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Written by
David Post

Benzinga Premarket Prep Show

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Written by
Gary Ran

Cheaper Oil... Who Wins?

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Written by
David Post

Japan and The "All In" Bet...

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Written by
David Post

Scrams Spread in Wake of Ebola Fears

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Written by
Lyle Wolberg

11 Things To Consider When Examining Your Estate Plan

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Written by
Andrew Bass

A Demographic Ephiphany

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Written by
David Post

We Sold Our Business.  Now What do We Do?

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Written by
David Post

Large Capital Gains and TAx Shock

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Written by
Andrew Bass

Energy Prices and The Middle East Conflict

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Written by
David Post

Minsky Moment, Shadow Banking & The New Neutral:  Key Terms Towards Understanding The Impact of Inflation

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Written by
David Post

Is This The Market Correction We Have Been Expecting

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Written by
Telemus

Password Protection:  Keep Your Finances Protected

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Written by
Telemus

What surprise is lurking in the file cabinet

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Written by
Andrew Bass

Inflation:  When and Where?

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Written by
Gary Ran

David Post Joins Telemus Capital Launches Los Angeles Office

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Written by
Telemus

March 2014 Market Commentary

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Written by
Telemus

Is It Time To Decrease Exposure To Equities?

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Written by
Gary Ran

Telemus Acquires LA-based Concentric Capital

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Written by
Telemus

Josh Levine on Fox 2 Detroit

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Written by
Josh Levine

2014 Global Outlook

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Written by
Telemus

Will Retail Investors Return to Stocks in 2014

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Written by
Gary Ran

2013 Fourth Quarter Market Update

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Written by
Telemus

Fed Taper

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Written by
Telemus

What to do if you Win The Mega Millions

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Written by
Lyle Wolberg

December 2013 Market Commentary

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Written by
Telemus

2013 Telemus Capital Third Quarter Market Update

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Written by
Telemus

September 2013 Market Commentary

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Written by
Telemus

Focus Adds $2.2 Billion RIA Telemus

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Written by
Telemus

Focus Announces Partnership with Telemus Capital Partners

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Written by
Telemus

Telemus Plans Growth with STake Sale to Focus

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Written by
Telemus

Financial Planning

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Written by
Andrew Bass

Gary Ran Discusses The State of The Markets on Fox Business

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Written by
Gary Ran

2013 Telemus Capital Second Quarter Market Update

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Written by
Telemus

Mid-Year 2013 Global Outlook

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Written by
Telemus

Telemus Market Commentary - June 24th, 2013

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Written by
Telemus

Telemus Capital Market Commentary - May 23rd, 2013

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Written by
Telemus

2013 Telemus Capital First Quarter Market update

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Written by
Telemus

Telemus Market Commentary - March 20th, 2013

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Written by
Telemus

Telemus 2013 Global Outlook

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Written by
Telemus

2012 Fourth Quarter Market update

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Written by
Telemus

Telemus Year-End Reminder

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Written by
Andrew Bass

Telemus Market Commentary - November 13th, 2012

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Written by
Telemus

Third Quarter Market update

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Written by
Telemus

Estate Tax Portability

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Written by
Andrew Bass

2012 Mid-Year Global Outlook

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Written by
Telemus

Tools & Resources

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Annual Report

Free Special Report

The 2017 Michigan Business Owners’ Exit Strategy Survey

Succession Planning Insights & Trends among Michigan Business Owners
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Tools

Long Term Care Calculator

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Free Resource

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A Cash Balance Plan can help get you on the fast-track to a comfortable retirement
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