Wealth Management Archives - Page 3 of 26 - Maner Costerisan
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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • What’s the Right Entity Type for Your New Business?JULY 8th, 2026
  • Balancing Financial Reporting Needs With Compliance CostsJULY 7th, 2026
  • Helping Your Nonprofit’s Board Make Sense of Financial ReportsJULY 6th, 2026
  • When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’tJULY 2nd, 2026
  • Accounting for Business CombinationsJULY 1st, 2026
  • Behind on Bookkeeping? Here’s How to Get Back On TrackJUNE 30th, 2026
  • Is Your Nonprofit Properly Insured?JUNE 29th, 2026
  • Rethink Inventory ManagementJUNE 26th, 2026
  • 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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  • Reviewing the December 2025 Markets

    Reviewing the December 2025 Markets

    February 2nd, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Venezuela The start of 2026 has seen a dramatic shift in the geopolitical landscape following the US military intervention in Venezuela. The capture of Nicolás Maduro, who now faces narco-terrorism…

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