by Jeff Smith | Oct 25, 2017 | Uncategorized
After the financial crash of 2008, many individual investors soured on the stock market and, after all these years, are still not jumping back in. But investors are also uninspired by the bond market, because interest rates are so low. “We have record amounts of cash...
by Jeff Smith | Oct 12, 2017 | Uncategorized
There’s been a lot of talk about the new federal Fiduciary Rule. We check in with Kathy Dixon, vice president and trust officer with Chemical Wealth Management in Traverse City, to help put the change in perspective. The name Fiduciary Rule sounds pretty vague and...
by Jeff Smith | Oct 3, 2017 | Uncategorized
What is socially responsible investing? Let’s say you’ve made an ethics-based change in your personal life or in your organization, for example, deciding to shrink your carbon footprint. You installed solar panels, bought low-energy equipment, purchased electric...
by Jeff Smith | Sep 13, 2017 | Uncategorized |
With the average student loan borrower graduating with $34,000 in debt—up 70 percent from just a decade ago, and student loan delinquency at the highest rate of all types of household debt, it’s no wonder this issue appears regularly in the headlines these days....
by Jeff Smith | Sep 6, 2017 | Uncategorized |
Short term rentals: be aware of Airbnb pushback. Among members of lake associations, condo associations and local zoning boards, setting limits and operating rules for short-term rentals has long been part of the conversation—sometimes contentiously so. But online...
by Rachel North | Jul 1, 2017 | Uncategorized
Great! We’ll be in touch to connect you to Traverse, Northern Michigan’s Magazine’s audience, with your ad in our MyNorth Estate & Financial Services publication, so you can help them with estate and financial services. Our readers like to keep our...
by Maddi Miller | Jun 15, 2017 | Counties, Towns, Work Here
In Abu Dhabi, Dubai, the crowd sits in painful silence, the tension is palpable. The next moment the crowd is on their feet, cheers tossing aside the silence. The recipient of the Peer Choice Award at the Citibank Tech for Integrity (T4I) Challenge has just been...
by Carly Simpson | May 4, 2017 | Counties, Live Here, Towns, Work Here
Petoskey has a bustling downtown, a solid school system, a lively arts scene and an active chamber of commerce. Still, there’s a movement to make a Thriving Petoskey. It’s headed by Chamber President Carlin Smith, who says a presentation on the program wowed him....
by Carly Simpson | Jan 18, 2017 | Counties, Live Here, Towns, Work Here
When Max Anderson was named the new Executive Director of the Traverse City Area Chamber of Commerce, it was hard to tell who was more pleased: Doug Luciani, who hired him, or Anderson himself. “When I called him and told him he didn’t hesitate. He said, ‘All right,...