Telemus Blog

Your Estate Plan May Need Updating to Reflect New Tax Rules

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MarketWatch

Telemus Weekly Market Review November 4th - November 8th, 2019

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Written by
Gary Ran

What Happens to My Bitcoin When I Die? Simplifying Estate Planning of Digital Assets

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Forbes

The Case of the Botched $276,000 IRA Transfer

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Forbes

How To Figure Out When To Claim Social Security

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MarketWatch

Telemus Weekly Market Review October 28th - November 1st, 2019

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Written by
Gary Ran

Growth vs. Value: Shifting Tides

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Written by
Matt Dmytryszyn

Webinar | Getting More from the Sale of Your Business

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Telemus

4 Ways to Make Managing Your Finances Less Scary

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MarketWatch

This Is The Biggest Retirement Mistake Americans Are Afraid Of

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Forbes

Caught in the middle: Generation X needs to focus on retirement, but isn't

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MarketWatch

How to Downsize Your RMDs

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Written by
Kiplinger

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

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Written by
Gary Ran

Telemus Team Helps Fight Hunger in Chicago and Detroit

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Telemus

Local Students Experience ‘A Day in the Life’ at Telemus

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Telemus

Telemus Rising Star Johannah Schiffer Wins Crain’s Excellence in HR Award

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Telemus

Telemus CEO, Gary Ran, Named Among Barron's Top 100 Independent WEalth Advisors

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Telemus

Telemus Welcomes New Associate Advisor, Mary Szudarek

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Telemus

The 'Secret Sauce' of Thriving 100-Year Families

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Wealthmanagement.com

Why You Should Have an Estate Plan

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Written by
Kiplinger

9 Super Successful Entrepreneurs on the Money Rules They Live By

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Inc.

Living A Life Worthy Of A Legacy At Any Age

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Forbes

Financial Markets Commentary: Third Quarter 2019

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Written by
Matt Dmytryszyn

Webinar | The Power of a Donor-Advised Fund

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Telemus

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

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Written by
Gary Ran

How to make the most of your HSA - for now, and the future

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MarketWatch

Navigate 2020 Medicare Changes During Open Enrollment

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Kiplinger

How To Avoid Taxes When Giving Big-Dollar Gifts

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Forbes

The Ins and Outs of Tax-Loss Harvesting

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Forbes

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

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Written by
Gary Ran

6 Key Life Lessons I've Learned While Traveling

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Travel Awaits

Saved Enough for Retirement? Well, That Depends

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Written by
Kiplinger

Five Steps on the Road to Retirement

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Forbes

These Basic Life-Planning Tools Can Ease Your Money and Retirement Worries

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MarketWatch

Monthly Commentary: September 2019

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review September 30th - October 4th, 2019

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Written by
Gary Ran

5 Mistakes Parents Make When Giving Kids an Allowance

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MarketWatch

Charles Schwab on the Lessons He's Learned Over a Lifetime of Investing

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Written by
Fortune

How To Accessorize Your Bank Account

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Written by
Forbes

Telemus Weekly Market Review September 23rd - September 27th, 2019

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Written by
Gary Ran

Battle the Credit Bureaus...and Win

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Written by
Kiplinger

The Repo Market's a Mess. (What's the Repo Market?)

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Written by
Bloomberg

What Should You Do With Unneeded RMDs?

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Written by
Forbes

Here's how the Fed rate cut affects you

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CNBC

Telemus Weekly Market Review September 16th - September 20th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review September 9th - September 13th, 2019

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Written by
Gary Ran

Monthly Commentary: August 2019

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review September 2nd - September 6th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review August 26th - August 30th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review August 19th - August 23rd, 2019

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Written by
Gary Ran

Webinar | Market Analysis: Second Quarter 2019

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Telemus

Telemus Weekly Market Review August 12th - August 16th, 2019

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Written by
Gary Ran

Monthly Commentary: July 2019

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review August 5th - August 9th, 2019

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Written by
Gary Ran

The Fed and the Road Ahead

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review July 29th - August 2nd, 2019

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Written by
Gary Ran

Webinar | Building Your Financial Plan

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Telemus

Telemus Weekly Market Review July 22nd - July 26th, 2019

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Written by
Gary Ran

Telemus Team ‘Goes to the Dogs’ to Help the Michigan Humane Society

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Telemus

Telemus Director of Growth and Development Matt Ran Honored for Philanthropic/Community Work

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Telemus

Financial Markets Commentary: Second Quarter 2019

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Written by
Matt Dmytryszyn

Telemus Welcomes New Financial Life Advisor, Trever Helmstead

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Telemus

Telemus Weekly Market Review July 15th - July 19th, 2019

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Written by
Gary Ran

The SEC has adopted new standards. The “gold standard” is still just for advisers.

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Written by
Eric Oppenheim

Telemus Weekly Market Review July 8th - July 12th, 2019

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Written by
Gary Ran

Is Facebook’s Libra just another digital currency or is it the real deal?

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Written by
Trever Helmstead

Monthly Commentary: June 2019

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review July 1st - July 5th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review June 24th - June 28th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review June 17th - June 21st, 2019

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Written by
Gary Ran

WEBINAR | CYBERSECURITY THREATS AND BEST PRACTICES

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Telemus

Hidden brokerage fees erode more than investors’ bottom line

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Written by
Lyle Wolberg

Telemus Weekly Market Review June 10th - June 14th, 2019

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Written by
Gary Ran

Mortgage Rates

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Telemus

Market Review & Commentary: May 2019

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review June 3rd - June 7th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review May 27th - May 31st, 2019

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Written by
Gary Ran

Telemus Weekly Market Review May 20th - May 24th, 2019

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Written by
Gary Ran

Webinar | Elder Law & Asset Protection

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Telemus

Telemus Weekly Market Review May 13th - May 17th, 2019

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Written by
Gary Ran

Market Review & Commentary: April 2019

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review May 6th - May 10th, 2019

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Written by
Gary Ran

Five Reasons to Hold Vacation Homes in an LLC

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Wealthmanagement.com

Telemus Weekly Market Review April 29th - May 3rd, 2019

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Written by
Gary Ran

Webinar | Market Analysis: First Quarter 2019

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Telemus

Financial Markets Commentary: First Quarter 2019

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Written by
Diana Joseph

Telemus Weekly Market Review April 22nd - 26th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review April 15th - 19th, 2019

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Written by
Gary Ran

Tax Day Prep with Andy Bass on Detroit's Fox 2 News

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Written by
Andrew Bass

Telemus Weekly Market Review April 8th - April 12th, 2019

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Written by
Gary Ran

Market Review & Commentary: March 2019

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Written by
Diana Joseph

Donor Advised Funds: 5 Things You Need to Know

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Written by
Kelli Anderson

Telemus Weekly Market Review April 1st - April 5th, 2019

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Written by
Gary Ran

Webinar | How to Reduce Taxes on Qualified Accounts

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Written by
Telemus

What to Think of a Yield Curve Inversion

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Written by
Matt Dmytryszyn

Telemus Weekly Market Review March 25th - March 29th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review March 18th - March 22nd, 2019

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Written by
Gary Ran

Market Review & Commentary: February 2019

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Written by
Diana Joseph

Telemus Weekly Market Review March 11th - March 15th, 2019

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Written by
Gary Ran

Telemus Weekly Market Review March 4th - March 8th, 2019

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Written by
Gary Ran

Introducing The Telemus Capital Podcast

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Telemus

Telemus Offers COMPLIMENTARY Financial Plans to Laid Off GM Employees

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Written by
Josh Levine

Webinar | Tax Considerations for a Dynamic Political Environment

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Written by
Telemus

Telemus Weekly Market Review February 25th - March 1st, 2019

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Written by
Gary Ran

Cryptocurrency 101

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Telemus

Telemus Weekly Market Review February 18th - February 22nd, 2019

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Written by
Gary Ran

Telemus Team Makes Blankets for Children Hospitalized During the Holidays

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Written by
Telemus

Telemus Weekly Market Review February 11th - February 15th, 2019

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Written by
Gary Ran

IRAs: Don't Fall Behind in Retirement Savings

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Written by
Adam Pawloski

Market Review & Commentary: January 2019

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Written by
Diana Joseph

Telemus Weekly Market Review February 4th - February 8th, 2019

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Written by
Gary Ran

Michigan 529 Plans

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Written by
Andrew Bass

Are you Really Ready to Retire? 8 Steps to a Happy Retirement

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Written by
Kiplinger

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

Market Review & Commentary: December 2018

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Written by
Diana Joseph

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

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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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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Telemus

Focus Announces Partnership with Telemus Capital Partners

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Telemus

Telemus Plans Growth with STake Sale to Focus

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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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Telemus

Mid-Year 2013 Global Outlook

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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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Telemus

Telemus Market Commentary - March 20th, 2013

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Telemus

Telemus 2013 Global Outlook

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Telemus

2012 Fourth Quarter Market update

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Telemus

Telemus Year-End Reminder

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Written by
Andrew Bass

Telemus Market Commentary - November 13th, 2012

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Telemus

Third Quarter Market update

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Telemus

Estate Tax Portability

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Written by
Andrew Bass

2012 Mid-Year Global Outlook

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Written by
Telemus

Telemus Insights