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Wealth Management news and events

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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 Upcoming
Confetti flying in the air
1 min read
Jacqueline Venier recognized as a “Notable Woman in Finance”
Jackie Venier was selected as one of the region’s “Notable Women in Finance,” according to Crain’s Detroit Business.
In The News April 30, 2020 1 min read
1 min read
Plante Moran Financial Advisors named 2019 NAPA Top DC Advisor Team
Plante Moran Financial Advisors has been named to the National Association of Plan Advisors (NAPA) Top DC Advisor list, which recognizes the leading individual defined contribution advisor teams in the nation.
In The News April 29, 2020 1 min read
Mother and daughter sitting at a table
1 min read
Don’t just give — give smarter
While the Tax Cuts and Jobs Act reduced incentives around charitable giving, changing your tax strategy can still help your favorite charity and reduce your personal tax bill. Jaime Eckels explains how via Kiplinger.
Jaime Eckels Wealth Management
Article February 13, 2020 1 min read

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