Wealth Management Archives - Page 5 of 27 - Maner Costerisan
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Recent Posts

  • Give Executive Fraud Risk Your Full AttentionSEPTEMBER 8th, 2026
  • Which Fringe Benefits are Tax-Free to Employees?SEPTEMBER 4th, 2026
  • Debits and Credits: A Practical Guide for Business OwnersSEPTEMBER 2nd, 2026
  • Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too MuchSEPTEMBER 1st, 2026
  • Maner Costerisan Recognized as One of West Michigan’s Best Places to Work AUGUST 27th, 2026
  • Maner Costerisan Recognized as a Best Place to Work in Michigan AUGUST 27th, 2026
  • Reviewing the July 2026 MarketsAUGUST 27th, 2026
  • A Closer Look at Shareholder AdvancesAUGUST 26th, 2026
  • Reviewing the November 2025 Markets

    Reviewing the November 2025 Markets

    December 22nd, 2025 | Wealth Management | High Net Worth
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    New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models…

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  • Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    December 5th, 2025 | Wealth Management | High Net Worth
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    With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase…

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  • Reviewing the October 2025 Markets

    Reviewing the October 2025 Markets

    November 25th, 2025 | Wealth Management | High Net Worth
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    Earning Doubles In 1965, Gordon Moore predicted that the number of transistors on a microchip would double approximately every two years. To date, his prediction has proven reliable, allowing technology…

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  • New Itemized Deduction Limitation will Affect High-Income Individuals Next Year

    New Itemized Deduction Limitation will Affect High-Income Individuals Next Year

    November 18th, 2025 | Wealth Management | High Net Worth
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    Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end…

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  • Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025

    Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025

    October 27th, 2025 | BY Nate Whitson | Tax | Wealth Management | High Net Worth
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    As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks,…

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