Maybe you have just married, or are starting a family. Or, perhaps you simply feel the need for a financial checkup and a strategy to help you start saving for retirement or your child’s education. For any of these reasons—and a host of others—you may need the services of a financial professional. You may be […]
Have you ever given much thought as to what the consequences could be if you did not go to the doctor for ten years? We all know that an annual check-up with a physician is important in maintaining proper health and physical fitness. Well, the same holds true with fiscal fitness, too. Regularly checking your […]
July is here and we hope that you and your families had a wonderful Independence Day! Later this month, HighTower Great Lakes will again be the Presenting Sponsor for the 15th annual Traverse City Film Festival. We are so proud to support the arts in our communities and we sincerely hope all of our clients […]
A succession plan should take into account many factors, including: the age and health of the owner; the expected rate of growth of the business; and the ages, abilities, and interests of the owner’s spouse and children. The plan should look at ways and means of designating the owner’s successor. One important factor in choosing […]
Start now—address the issue of business succession—don’t put it off! Call in your business planning and estate planning team: attorney, accountant, tax professional, financial advisor, and insurance professional. Consider adopting corporate status—if you have not already done so—to help ensure your business will continue after your With your most […]
When it comes to your business, hoping for the best won’t ensure its future. To illustrate the point, let’s take a look at the hypothetical case of John Wilson. John spent 30 years building an automotive tire sales giant, Wilson’s World of Wheels, Inc. Due to the rigors of keeping his company ahead of the […]
‘April showers bring May flowers,’ is how the saying is supposed to go. The May we just put into the books was a disaster in more ways than one. According to one Wall Street Journal article late last week, May 2019 was among the worst months ever for tornadoes. In fact, more than 500 tornadoes […]
There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, regardless of income level or net worth. Planning for the disposition of assets upon your death can provide benefits to all the parties involved. The greatest benefit may be […]
THE MARKETS U.S. stocks have had a great run. During the past decade, the profitability of U.S. companies increased rapidly. Strong corporate earnings helped the U.S. stock market outperform markets in other nations by a significant margin. According to Capital Economics, “Since the start of this decade, the average annual return from the […]
Have you ever wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking immediately to protect your family and to reduce potential expenses in the event […]
HighTower Great Lakes is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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