The Fed and the Road Ahead

  This past Wednesday, the Federal Reserve cut its discount rate by ¼ of a percentage point, in line with market expectations. In...
Written by
Matt Dmytryszyn

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

  On June 5, 2019, the SEC adopted new rules concerning the standards of conduct for both registered investment advisers (RIAs),...
Written by
Eric Oppenheim

Hidden brokerage fees erode more than investors’ bottom line

  Do you have faith in your financial advisor, that he or she has your best interests at heart? If the answer is no, you’re not...
Written by
Lyle Wolberg

Mortgage Rates

  In case you haven't noticed mortgage rates have now dropped to a 2 year low. As a result you might have the opportunity to...
Written by
Telemus

Introducing The Telemus Capital Podcast

Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more...
Written by
Telemus

IRAs: Don't Fall Behind in Retirement Savings

  A Gallup poll recently revealed that in a survey of 195,000 U.S. employees, 51 percent were actively looking for new jobs....
Written by
Adam Pawloski

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...
Written by
Andrew Bass

Estate of Cahill v. Commissioner

  An estate planning strategy that was used in the past to reduce an elderly person’s estate was having the older generation buy...
Written by
Andrew Bass

Ending 2018 Thoughtfully-Starting Next Year Smartly

  As we enter the final stretches of 2018, in what is turning out to be a very volatile year, it is more important than ever to...
Written by
Andrew Bass

We have a retirement crisis looming

Finances often don’t pop up around family reunions but, as a financial advisor, I often take notice when someone offers their...
Written by
Alexis Zelisko

Tools & Resources

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White Paper

7 Considerations When Presented an Employee Buyout

Alternatives and the effects on your long-term financial plan should you accept an employee buyout.

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Tools

Long Term Care Calculator

How much will your long term care be?

Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan

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Free Resource

Here Are Five Things to Know About Cash Balance Plans

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

Learn More