a higher return on experience
Where does our experience lead?
Congratulations to Plante Moran Financial Advisors as
they rank #5 on Forbes and RIA Channel’s list of the 2016 Top 100 RIA
Firms, which recognizes wealth management firms by growth in assets over
the past ten years.
With year-end fast approaching, now is as good a time
as ever to review your IRA beneficiary designation forms. It may seem
that naming a trust as an IRA beneficiary is a sound decision — and it
can be for some individuals. But that doesn’t ring true for everyone.
Unlike years past, many large universities and other endowments made headlines for their negative returns in fiscal year 2016. Endowments at Harvard, MIT, Ohio State, and others reported modest losses for the year, while the median endowment lost 1.2%,
With the Presidential election now behind us, investors are turning their attention to the factors that will drive the economy and capital markets in 2017.