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Wealth Management news and events

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
People high fiving each other
1 min read
Plante Moran Wealth Management named #1 on RIA Channel’s Top 100 Wealth Managers Ranking
We’re excited to be recognized as a top RIA firm.
In The News January 21, 2020 1 min read
Multiple people clapping
1 min read
PMFA’s retirement plan advisors named Top Retirement Plan Advisors Under 40 by NAPA
Plante Moran Financial Advisors is pleased to announce that Justin Domber, Steven Gibson, Jeremy Tollas, and Cameron Kleinheksel have been honored by the National Association of Plan Advisors for their contributions to the retirement plan industry.
In The News January 8, 2020 1 min read
Man sitting at his desk looking at laptop
33 min listen
Jim Baird gives the 2020 economic outlook on West Michigan Live
Cut out the noise and get clarity on the economy and capital markets — for 2020 and beyond. PMFA’s Jim Baird breaks down the 2020 economic outlook on West Michigan Live.
Jim Baird Wealth Management
In The News December 17, 2019 33 min listen

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