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Wine, women and money: sharing financial know-how

In Grand Rapids, just before the pandemic arrived, a small group of women met and carefully broached a taboo topic: money.

Q&A: Ellie Winter

Editor’s note: Each Q&A in the Influential Women enewsletter will feature a woman from the region who’s influential, a rising face in her industry...

Q&A: Anastasia Wiese

Editor’s note: Each Q&A in the Influential Women enewsletter will feature a woman from the region who’s influential, a rising face in her industry...

GRBJ Podcast: Ellie Winter of Grand Wealth Management

Ellie Winter — a partner at Grand Wealth Management — is the featured guest in episode 44 of the GRBJ Podcast.She’s interviewed by Business...

Inside Track: ‘Everything balances’

Oddly enough, Jeff Williams’ big career break came after he was already managing about $500 million.Overseeing that much money wasn’t the highlight of his...

GRBJ Podcast: Steve Starnes of Grand Wealth Management

Steve Starnes — a senior financial advisor at Grand Wealth Management — is the featured guest in episode 13 of the GRBJ Podcast.Starnes talks about...

Retirement changes take into account longer life span

(As seen on WZZM TV 13) There is another twist to retirement planning for employers and employees following passage of a new law.The approval...

Putting the financial house in order with a plan

Most people reaching the twilight of life are aware they should make a will. But not as many realize the negative consequences of leaving...

Inside Track: From rocket scientist to number cruncher

For many, financial planning can be as confounding as rocket science.Steve Starnes, a senior financial advisor at Grand Wealth Management, has qualifications in both.When...

Not all financial advisers can be called certified financial planners

According to Steve Starnes, anyone can say they are a financial adviser, but not every adviser can say they are a certified financial planner.Financial...

Wealth managers caution against ‘emotional’ decisions

A pair of local financial planners say investors should resist the temptation to make rash decisions during the current stretch of stock market volatility...

Building the profitability factor Into your investment goals

Admittedly, we evidence-based advisors can dive a little deeper into the investment weeds than most folks want to go. As an investor, you just want to know how to pursue the best after-cost returns for the investment risks you’re willing to take.

Financial firm opens larger office downtown

A wealth management firm has moved to a larger office within downtown Grand Rapids.Grand Wealth Management hosted an open house Thursday at its new...

New tax law changes charitable giving strategies

Since last year’s tax law changes, financial advisers and nonprofits have been working to educate donors on the most efficient ways to give.The...

Attorneys stress importance of estate planning

The majority of Americans don’t think about estate planning.It generally is an uncomfortable topic that many households fail to talk about because it is...

West Michigan companies shine as ‘Economic Bright Spots’ in state

A business publication has included a group of West Michigan companies on its annual list of “Michigan’s Economic Bright Spots.”Warren-based Corp! magazine features 10...

DOL initiates hold on fiduciary responsibility

As the deadline for financial advisors to begin operating under the fiduciary responsibility rapidly approaches, the Department of Labor indicated it will not enforce...

Change Ups: Clay shoot raises $25,000 for charity

The Associated Builders and Contractors/Western Michigan Chapter and Clays For Kids Foundation worked in tandem to raise $25,000 to support the Down Syndrome Association...

Change Ups: RWGR offers new ‘Chef’s Choice’

The Aug. 8-19 Restaurant Week Grand Rapids will feature a third “Chef’s Choice” option that will be available during the 12-day culinary event. RWGR...

Change Ups: Airport coin containers raise nearly $4K for homeless

Coin containers installed in the fall of 2018 at the Gerald R. Ford International Airport’s standard security screening area, as well as at the...

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