Time for Year-End Tax Planning

By Cindy Szymanski, CFP®, Financial Advisor As I write this, fall is now official and we are approaching the last three months of the year. This is a great time to review your tax situation for 2015 and estimate your potential tax bill while there is still time to make some adjustments. The first thing […]

   By Jack K. Riashi, Jr. ®, Financial Advisor   By now, investors have probably received their August brokerage statements and have one of two reactions: 1. OMG! This is a disaster and I have to figure out what I should do to prevent further declines. 2. Okay, let me get a grip and realize […]

By Cindy Szymanski, CFP®, Financial Advisor Well, we are at the end of August already!  This is the month that young adults who are attending college are checking into their dorm rooms and have already begun or will soon begin their new semester. Whether this is your child’s first year of college or not, chances […]

By Jack K. Riashi, Jr., CFP® Financial Advisor Ford Motor Company made a surprise announcement that they would be removing the Fidelity Contrafund from their multi-billion dollar employee 401(k) plan effective after the market close on September 2, 2015.  I say a surprise announcement because Contrafund had been part of Ford’s plan for many years, […]

By Jonathan Goldberg, J.D., CPA Bloom, Bloom & Associates In a few weeks, the Dream Cruise will dominate Woodward Avenue in Detroit and the suburbs, with millions of dollars of classic cars cruising the strip.  But just like any valuable collectible or antique, classic cars also need to be properly insured and reflected in the […]

By Brian Weisberger, Investment Analyst For the last couple years while I have been out at various social gatherings, I inevitably get into that conversation with people wanting to know why I still talk about having a globally diversified portfolio.  It is typically pointed out that the U.S. markets have been doing so great and […]

Mid-Year Financial Check-up

By Cindy Szymanski, CFP®, Financial Advisor We are half-way through 2015; tax season is over and summer has officially begun!  Besides summer vacations, backyard BBQs and just simply enjoying the warm weather, summer is a good time to give yourself a financial check-up to make sure you are still on track. Here are a few […]

By Cindy Szymanski, CFP®, Financial Advisor For most of us the 2014 tax filing season is over. If you recently filed your return, but have not yet received your refund, you need to be vigilant on keeping track of your refund status, because tax Identity theft continues to be a real problem. For example, you […]

By Rick Bloom, J.D., CPA A couple weeks ago I was a speaker at the Observer & Eccentric Spring Expo in Livonia. My topic was retirement and making sure that your money lasts. During and after the talk, I was asked a number of questions I thought I would highlight here. One of the questions […]

By Jack K. Riashi, Jr. CFP®, Financial Advisor Would you trust your hard-earned savings on a robot investment advisor?  It seems that about $3 billion+ in assets under management with various robo investment advisory firms is proof that investors, to some degree, have enough trust in them, thus far.  In fact, large brokerage firms like […]

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