News & Insights

5 Types of Stock Compensation: Unscrambling the Alphabet Soup

Investing
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Retirement Planning: More Than a Number

Retirement
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Grand Wealth's RIA Edge 100 Recognition

Grand Wealth in the News
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20th Anniversary Reflections: Looking Back and Looking Forward

General
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Actively Growing Our Expertise: Grand Wealth’s Residency Program

General
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Five Lifetime Tax Management Tips for High Net Worth Families

Taxes
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Janelle’s Guest Appearance on COO Roundtable

Grand Wealth in the News
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What’s the ‘Right’ Benchmark?

Investing
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Grand Wealth’s 2023 ThinkAdvisor LUMINARIES Award

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Anastasia Wiese | 40 Under 40 2023

Grand Wealth in the News
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Why Business Leadership Skills Aren’t the Only Thing To Look For in an Effective Advisor

Investing
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5 Essential Estate Planning To-Do’s

Estate Planning
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Calvin Leadership Grand Rapids Announcement

General
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Grand Wealth Named RIA Intel Award Finalist

General
Grand Wealth in the News
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Quarterly Investment Foundations Second Quarter 2023

Quarterly Investment Foundations
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What to Know About SECURE Act 2.0

Retirement
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5 Things to Do While Markets Are Volatile

Investing
Managing Risk
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Financial Planning With a Mini Van

Investing
Retirement
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Steve’s and Calvin’s Community Service

General
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Anastasia Wiese Featured in MLive: Finding the Silver Linings in Your Saving Accounts

Investing
Grand Wealth in the News
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Grand Wealth Implements New Sabbatical Benefit

General
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Jeff Williams Commentates on Taking His First Sabbatical

General
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Anastasia Wiese Featured in MLive, Offering Investment Tips During Inflationary Times

Investing
Managing Risk
Grand Wealth in the News
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Anastasia Wiese Shares “Wine, Women, and Money” Advice in West Michigan Woman

General
Grand Wealth in the News
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Evidence-Based Investing in Brief

Investing
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Calvin Wiersma’s GRBJ Post on the Profitability Factor

Investing
Grand Wealth in the News
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Janelle Anderson’s Employee Retention Tips on WZZM-13

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Jeff Williams MiBiz Feature: Succession Planning

General
Grand Wealth in the News
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The Importance of Estate Planning

Estate Planning
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Grand Wealth Management Sponsors Annual Charity Golf Classic

Charitable Giving
General
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Anastasia Wiese Shows GRBJ Readers How to Tend to Retirement with a Target-Date Fund

Retirement
General
Grand Wealth in the News
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Anastasia Wiese’s GRBJ Commentary: Pay Off Debt or Invest?

Retirement
Taxes
General
Grand Wealth in the News
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Anastasia Wiese’s Corp! Commentary: Women Finding Work/Life Balance During Pandemic

General
Grand Wealth in the News
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Three Upside-Down Investment Insights

Investing
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What is Regulation Best Interest and How Does It Impact you?

Taxes
Education Funding
Managing Risk
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The Greatest Spectacle in Investing

Investing
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Financial Advisor Magazine’s 2020 RIA Survey and Ranking

General
Grand Wealth in the News
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Anastasia Wiese Describes RMD Put-Backs

Investing
Retirement
Taxes
Education Funding
Managing Risk
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Anastasia Wiese’s GRBJ Commentary: Understanding Sequence Risk

Investing
Retirement
Managing Risk
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Anastasia Wiese Authors a GRBJ Article Summarizing the CARES Act

Retirement
Taxes
General
Grand Wealth in the News
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Jeff Williams Comments in MiBiz on Business Owners’ Financial and Succession Planning

Investing
Retirement
Grand Wealth in the News
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Anastasia Wiese Comments in GRBJ on Current Market News and Volatility

Investing
Managing Risk
Grand Wealth in the News
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Why “Safe Harbors” Can Be Risky Business

Investing
Retirement
Taxes
General
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Anastasia Wiese Offers 15 “Recession-Proofing” Financial Tips in Recent GRBJ Article

Investing
Managing Risk
Grand Wealth in the News
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Anastasia Wiese Comments on the SECURE Act and Retirement Planning in Recent GRBJ Article

Investing
Retirement
Grand Wealth in the News
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Grand Wealth Management Celebrates 15 Years … and Counting

General
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Celebrating Grand Wealth Management’s New Bridgewater Place Office Space

General
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“West Michigan Woman” Features Anastasia Wiese’s 2020 Financial Insights

Investing
Grand Wealth in the News
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Anastasia Wiese Helps Investors Spot Good Advice in a Recent GRBJ Article

Investing
General
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Anastasia Wiese Discusses How Asset Location is Important to Portfolio Growth in a Recent GRBJ Article

Investing
Taxes
Grand Wealth in the News
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Anastasia Wiese Shares 3 Free Money Management Tools on WZZM-TV’s “13 on Your Side”

Investing
Retirement
Grand Wealth in the News
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Grand Rapids Business Journal Features “Influential Woman” Anastasia Wiese

General
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Grand Rapids Business Journal: Anastasia Wiese Sheds Light on the Roth 401(k)

Retirement
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Grand Rapids Business Journal: Anastasia Wiese Discusses What to Make of an Inverted Yield Curve

Investing
Retirement
Managing Risk
General
Grand Wealth in the News
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Getting to Know Anastasia Wiese, JD, CFP®

General
Grand Wealth in the News
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Welcome, Client Service Administrator Angela Ejsmont

General
Grand Wealth in the News
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In Good "Corp!" Company

Grand Wealth in the News
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A Focus on Fixed Income

Investing
Managing Risk
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Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

Taxes
Charitable Giving
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The Vital Role of Rebalancing

Investing
General
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Ten Financial Best Practices to Jump-Start Your New Year

Retirement
Taxes
General
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Our Thoughts on the Equifax Data Breach

Managing Risk
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Misperceptions About Market Corrections: Are You Prepared?

Investing
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Avoiding Financial Scams and Identity Theft Scams

Managing Risk
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Tax-Loss Harvesting: Opportunities and Obstacles

Taxes
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What If Everyone Were a Passive Investor?

Investing
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Inside Track: ‘Everything Balances’

Grand Wealth in the News
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Our Perspective on the Department of Labor's New Fiduciary Rule

General
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Survivorship Bias and Other Tricks of the Trade

General
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Timeless Tips on Tax-Wise Investing: Part II

Investing
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Healthier Saving with a Health Savings Account

Retirement
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Timeless Tips on Tax-Wise Investing: Part I

Investing
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New Year's Resolution: Prepare for Your Long-Term Care

Managing Risk
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An Investment Strategy Built to Last

Investing
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Avoiding Home Bias: Going Global With Your Investments

Investing
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Planning for College Costs: 529 Plans and More

Education Funding
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Timeless Wisdom on Fixed Income Investing

Investing
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Beyond Asset Allocation: Why Asset Location Matters

Investing
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Diversifying a Portfolio with Real Estate

Investing
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Consider Exchanging Your High-Cost Variable Annuity for a Lower-Cost Option

Retirement
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The Behavior Gap

General
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Three Approaches to Investing

Investing
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Should You Buy Long-Term Care Insurance?

Managing Risk
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Retirement Planning Revisited

Retirement
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Benefits of Working with a Professional Financial Advisor

General
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Rebalancing Act

Investing
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Managing Inflation Risk

Investing
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To Build Wealth, Start With a 'Big Picture' Strategy

General
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Don't Overlook the Risk of Disability

Managing Risk
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Planning for the Cost of Health Care During Retirement

Retirement
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Whose Interests Does Your Financial Advisor Serve?

General
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The New Realities of Retirement Planning

Retirement
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Designing a Portfolio Using Modern Portfolio Theory

Investing
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Is Your Personal Data Prepared for an Emergency?

General
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