Items Tagged with 'financial planning'


Do I need a living, breathing financial adviser?

November 30, 2019
Today’s financial advising landscape is continually changing. There are a plethora of do-it-yourself options, bargain-bin fund pricing, automated investment tools and one-page financial snapshot plans. You may wonder — do I still need a living, breathing financial adviser? Read More

Financial firm opens larger office downtown

November 7, 2019
A wealth management firm has moved to a larger office within downtown Grand Rapids. Read More

Investment firms rank among Barron's 'Top 50'

September 27, 2019
Three financial planning firms with West Michigan offices have been named among the "top 50" independent registered investment advisory firms in the nation by Barron’s. Read More

Wealth adviser is No. 2 on Barron’s ‘Top 100’ ranking

September 20, 2019
An investment strategist in the region has been ranked second in a ranking of the nation’s top independent wealth advisers by Barron’s. Read More

One financial industry veteran believes collaborative teams are better

August 12, 2019
For consumers, the world of wealth management can be daunting. Financial advising, financial planning, wealth management, investment management, financial wellness, strategic wealth strategy, asset management — the industry jargon can seem endless. Read More

Financial firm wins national Best Practices Award

January 24, 2019
An industry publication has honored a local personal financial planning firm for its best practices. Read More

College opens financial planning center

January 21, 2019
A college in the region has opened a new education center focused on financial planning. Read More

Inside Track: From rocket scientist to number cruncher

Financial advisor specializes in helping clients with dementia obtain financial security.

December 23, 2016
For many, financial planning can be as confounding as rocket science. Read More