Wealth Management Archives - Page 6 of 27 - 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

  • 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 September 2025 Markets

    Reviewing the September 2025 Markets

    October 23rd, 2025 | Wealth Management | High Net Worth
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    The Investing Cycle Advances in computing, semiconductors, medicine, and energy have been key drivers of the current business cycle. Many of the world’s largest corporations are investing heavily in new…

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  • How Businesses Can Fund a Buy-Sell Agreement

    How Businesses Can Fund a Buy-Sell Agreement

    October 3rd, 2025 | Wealth Management | Small & Midsize Businesses
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    Businesses with more than one owner benefit from having multiple viewpoints and varying skill sets. However, they also face serious risks of uncertainty and conflict if one of the owners…

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  • Understanding the Saving Implications of New Trump Accounts for Children

    Understanding the Saving Implications of New Trump Accounts for Children

    October 2nd, 2025 | BY Steven Guipe | Wealth Management | High Net Worth
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    The One Big Beautiful Bill, enacted on July 4, 2025, establishes a new savings vehicle called “Trump Accounts” for children, featuring unique characteristics that distinguish it in the landscape of…

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  • What You Need to Know About the New IRS Payment Process

    What You Need to Know About the New IRS Payment Process

    September 23rd, 2025 | Tax | Wealth Management | High Net Worth
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    By Josh Dekam In March 2025, President Trump signed an executive order that would phase out the ability to make payments or receive refunds through a paper check by September…

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  • Reviewing the August 2025 Markets

    Reviewing the August 2025 Markets

    September 18th, 2025 | Wealth Management | High Net Worth
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    Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the…

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Suite 1, Lansing, MI 48912
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