Burger Blog 2015 Recap
As 2015 comes to a close let’s take a look at a few of the most memorable burger joints we visited throughout the year. Before we get into the winners for this year, I want to give an update on [...]
What Makes Us Happy . . .
It’s not what you think. The Harvard Study of Adult Development is the longest study of adult life that’s ever been done. It has tracked the lives of 724 men over 75 years and what the [...]
Act Quickly – Qualified Charitable Distributions Newly Approved for Tax Savings in 2015
On December 18, 2015 President Obama completed the federal government’s Christmas gift to U.S. tax payers by signing the Protecting Americans from Tax Hikes (PATH) Act of 2015. The PATH Act [...]
Robo-Advisor Redux
Last year at this time, I wrote a short blog titled “The Robot will see you now!” The critical point I was trying to make is that while technology-centered robo-advisor platforms are likely to [...]
Giving Back
We believe in giving back to our local community. As a business, we recognize we have a social responsibility to support non-profit organizations in West Michigan. Our contributions and volunteer [...]
Red Tape is a Good Thing … When It’s on the Corporate Trustee of Your Trust
Did you hear the story about the guy who was appointed the trustee of a woman’s trust and he totally took advantage of her and stole all her money? Or the one about the attorney who appointed [...]
Carl Jandernoa Joins the Legacy Trust Board of Directors
Carl Jandernoa, vice president of 42 North Partners, has joined the board of directors for Legacy Trust and Legacy Trust Holding Company. Jandernoa brings more than 15 years of executive and [...]
An Attitude of Gratitude
As the Thanksgiving holiday passes and we enter the Christmas season, I typically like to take time to reflect. I, for one, feel like I have much to be thankful for. This year brought a number [...]