articles
Plante Moran Financial Advisor regularly publishes articles on common issues and trends facing today's organizations and individuals. We hope you'll find the information of value. If, for some reason, you can't find what you're looking for, please feel free to contact us; we'll be glad to help.
market commentary
Your monthly update on market news.
market performance update
On a monthly basis we compile and illustrate selected market indices and mutual fund performance statistics for you to use in comparing the performance of your investments to the markets. The information is categorized by asset class for ease of comparison. Please note that an index or category average is usually not perfectly comparable to your investments so caution is advised when judging your investment performance. Additionally, if you added to or withdrew money from an investment during the period being measured, your return may not be comparable to the market performance statistics.
online tools
WealthLine is Plante Moran Financial Advisors' wealth management Web site. The personal, up-to-the-minute information you'll find here, combined with guidance from your Plante Moran Financial Advisor, will help you manage your financial life.
research reports
Our research department provides our team of advisory professionals with leading investment research. The objective is to keep our clients abreast of current trends and asset class valuations. We publish periodic research reports on leading investment-related topics in response to timely issues and economic developments. They provide the foundation for our asset allocation decisions and investment strategies.
video clips
Watch Our Tips for Saving as Seen on WZZM
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