Listen to a financial advisor, not a celebrity

    When it comes to financial celebrities (because that is clearly a thing), Dave Ramsey is on top of the list. He has made a huge career for himself and has helped many get out of debt and on a path towards financial freedom. He definitely provides some great advice, however there are a […]

“Wait, I’m Confused!”   

    By: Jack K. Riashi, Jr., CFP® It’s crazy to think we experienced the fastest market decline to a full-on bear market back in March, when the U.S. stock market fell 20% in just 22 days and fell 30% in 30 days. But, since March 23, the market has moved in the other direction […]

By: Jennifer Bloom As my Uncle, Rick Bloom, often says, “Money looks better in your pocket than anywhere else”, so in today’s blog I want to focus on understanding the changes the new Michigan Auto Insurance Law presents as well as explore some of the opportunities. It has long been said that Michigan has the […]

  By: Stephanie Bloom Although many kids are taking advantage of remote learning, many parents are looking for additional ways to further enrich their children’s education from home. (Or simply looking for a way to keep kids occupied so Mom and Dad can get some work done). It feels obvious for parents to dedicate time […]

By: Jennifer Bloom With everyone stuck at home I thought it might be a good idea to help review the abundance of food delivery options. From grocery delivery services to platforms that allow your favorite restaurants to deliver to your door, hopefully this post brings you a little clarity as you think about ordering food […]

    By: Jack K. Riashi, Jr., CFP® The first quarter of 2020, or, the first quarter of a new decade, will go down in history as being one of the worst quarters in market history due to a global health pandemic.  This is not the kind of historic achievement we care to remember. We […]

Over the last few weeks of the COVID-19 pandemic, I’ve heard of many people reaching out to animal shelters and breeders interested in adding a furry member to their family. As a dog lover myself, my heart is warmed every time I hear of an animal shelter that has been emptied or a boom of […]

Relief for Taxpayers during COVID-19

  As the COVID-19 virus continues to wreak havoc throughout our country and the world, I first want to remind everyone the importance of being safe and taking care of yourself and your neighbors. We are all in this together. Last week the President signed legislation which includes financial assistance in the form of direct […]

By: Jonathan Goldberg, J.D., CPA Due to the COVID-19 (commonly referred to as coronavirus) situation and the dramatic impact it is having on the economy and financial markets, the State of Michigan, the Internal Revenue Service, and Congress have taken serious and wide-ranging steps to ease the financial burden of individuals as well as small […]

  As the coronavirus continues to impact us all, scammers are using this as an opportunity to prey on consumers and businesses in a big way. We talk a lot about scams in our blogs and try to make you aware of the latest and greatest so you can keep yourselves and your loved ones […]

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