The 2026 Blue Wave Midterm Election Results and Possible ImpactsThe dust has begun to settle, and the political picture is becoming clearer for what the next two years will have in store, or at least as clear as it can be. The words attributed to Tuesday’s result are “historic” and “generational”. A Democrat won a…

A $2 Trillion Test Anthropic, the company behind Claude, has publicly filed its S-1 and is targeting an IPO as early as the week of November 16th. Anthropic is seeking a $2 trillion valuation, more than double its most recent funding round in April of this year. There is little question that Anthropic’s growth has…

Most people imagine sudden wealth as a lottery ticket. In reality, it often arrives in less dramatic forms: an inheritance you didn’t expect for another decade, the sale of a business you’ve spent 20 years building, a concentrated stock position that finally vests, or a legal settlement that lands all at once. Advisors call these…

What belongs in your revocable trust – and what doesn’t? Brian Balke, Senior Portfolio Manager and Wealth Advisor and Kelly DeRidder, Senior Wealth Advisor, share key insights to help you determine which assets should be titled in your trust and which may be better left outside of it.

Which estate planning documents matter most – and why? Brian Balke, Senior Portfolio Manager and Wealth Advisor and Kelly DeRidder, Senior Wealth Advisor, break it down in our latest perspectives video.

Michigan’s retirement income tax rules have evolved significantly over the years, creating complexity and confusion for many retirees. The creation of retirement income deduction, based on year of birth, has created uncertainty surrounding Michigan income tax. However, beginning in the 2026 tax year, that system reaches its endpoint: full phase-in of the retirement income exemption,…

Brian Balke, Senior Portfolio Manager & Wealth Advisor and Steve Doorn, Chief Investment Officer, discuss the state of the market in light of all the volatility we have seen and what the outlook for equities looks like from here.

One year ago, President Donald Trump fundamentally reshaped global trade by imposing tariffs on nearly every country in the world. The initial tariffs along with the subsequent, frequent revisions to tariff rates and exemptions created a lot of confusion for companies, importers, and investors. As the year progressed tariff uncertainty began to fade even though…

Brian Balke, Senior Portfolio Manager & Wealth Advisor and Steve Doorn, Chief Investment Officer, share Legacy Trust’s approach to cash and fixed income, including how liquidity is positioned and how fixed income portfolios are structured in today’s market environment. Tune in next month as they turn their focus to Legacy Trust’s current outlook and positioning…

Brian Balke, Senior Portfolio Manager & Wealth Advisor and Steve Doorn, Chief Investment Officer share the market and economic outlook as we head into 2026 – touching on tariffs, consumer health, valuations, inflation and what the labor market may signal for the year ahead. Stay tuned for next month’s follow-up video, where they will dive…