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The holistic wealth viewpoint

Man sitting at a table, looking at his cellphone
2 min read
Get to know our wealth management suite of technology
Plante Moran Wealth Management has a robust client portal and app to help you manage all your investments in one place — no matter the custodian.
Amber Terakedis Wealth Management
Article July 2, 2020 2 min read
Man sitting on outside stairs reading a newspaper
4 min read
Charitable planning opportunities under the CARES Act
In addition to financial benefits for individuals and businesses, the CARES Act includes significant tax benefits to encourage charitable donations. Here’s what you need to know for your 2020 tax planning.
Rebecca Solomon Wealth Management
Article June 30, 2020 4 min read
Man and woman sitting on the back of a car looking out at mountains
2 min read
Michigan no-fault insurance reform brings choice and risks
With upcoming changes to no-fault auto insurance laws in Michigan, now is the time to understand how you’ll be affected. It’s key you balance coverage with cost, weighing all the risks and benefits. Here are some ideas to consider.
David Stahl Wealth Management
Article June 29, 2020 2 min read
Businessman standing in his office looking out the window.
60 min watch
What investors want to know now: A way forward

Uncertain about the current financial landscape? Our advisors share insights on some of the top issues investors face today and how to move forward. 

Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Deep dive: The holistic wealth viewpoint

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