Wealth Management Archives - Page 2 of 25 - Maner Costerisan
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Recent Posts

  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • Self-Employed? Don’t Overlook a Roth IRAJUNE 9th, 2026
  • Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan  JUNE 9th, 2026
  • Is an Advisory Board the Right Solution for Your Nonprofit?JUNE 8th, 2026
  • Three Key Considerations for Effective Grant Management in Local GovernmentsJUNE 4th, 2026
  • What You Can Do to Protect Your Business from Rising CostsJUNE 3rd, 2026
  • When Outstanding Invoices Indicate Underlying Operational IssuesJUNE 1st, 2026
  • Reviewing the March 2026 Markets

    Reviewing the March 2026 Markets

    April 29th, 2026 | BY Steven Guipe | Financial & Retirement Planning | Wealth Management | High Net Worth
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    A Modern Energy Shock The war in Iran has heightened uncertainty in the global economy, with hostilities materially disrupting global trade, energy flows, and capital allocations. These effects have been…

    Read More


  • Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    April 27th, 2026 | Business Tax Services | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    By: Kelli Parker, Tax Associate   If you’ve recently received a notice from the Michigan Department of Treasury, don’t panic. You’re not alone, and in most cases, no immediate action is required.  Over the past week, the State of…

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  • Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not

    Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not

    April 3rd, 2026 | Financial & Retirement Planning | Wealth Management | High Net Worth
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    Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed,…

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  • Reviewing the February 2026 Markets

    Reviewing the February 2026 Markets

    March 31st, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Economic Shocks Recent geopolitical developments in the Middle East have unsettled global markets, particularly energy markets. A series of attacks against key US and Israeli sites, following earlier strikes on…

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  • Reviewing the January 2026 Markets

    Reviewing the January 2026 Markets

    February 20th, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Gold, Growth, and a World in Transition The early weeks of 2026 have seen unusually strong demand for gold and other physical metals as investors respond to a weakening US…

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