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News & Insights

Grand Wealth Management Recognized Among Top RIA Firms on 2025 RIA Edge 100 List

Grand Wealth in the News
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Q2 2025 Market Insights: How Diversification Protected High-Net-Worth Portfolios

Quarterly Investment Foundations
Investing
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Quarterly Investment Foundations Second Quarter 2025

Quarterly Investment Foundations
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Smarter Tax Planning: Coordinating Tax Strategies to Secure Your Financial Future

Taxes
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Staying Focused on Long-Term Investment Strategies & Blocking Out the Noise

Investing
Managing Risk
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Grand Wealth Management Featured in Wood TV 8 Grand Rapids

Grand Wealth in the News
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The Power of Long-Term Investing: A Strategic Approach

Investing
General
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How to Track Down and Consolidate Lost 401(k) Plans

Retirement
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Quarterly Investment Foundations First Quarter 2025

Quarterly Investment Foundations
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2025's Big Retirement Savings Boost: What You Need to Know Now

Retirement
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5 Reasons High Net Worth Individuals Seek a Financial Advisor

General
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Quarterly Investment Foundations Fourth Quarter 2024

Quarterly Investment Foundations
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Grand Wealth Featured in Grand Rapids Magazine Milestone Issue

Grand Wealth in the News
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Quarterly Investment Foundations Third Quarter 2024

Quarterly Investment Foundations
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Quarterly Investment Foundations Second Quarter 2024

Quarterly Investment Foundations
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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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Janelle’s Guest Appearance on COO Roundtable

Grand Wealth in the News
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Quarterly Investment Foundations First Quarter 2024

Quarterly Investment Foundations
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Grand Wealth’s 2023 ThinkAdvisor LUMINARIES Award

Grand Wealth in the News
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Quarterly Investment Foundations Fourth Quarter 2023

Quarterly Investment Foundations
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Calvin Leadership Grand Rapids Announcement

General
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Quarterly Investment Foundations Third Quarter 2023

Quarterly Investment Foundations
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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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Jeff Williams Commentates on Taking His First Sabbatical

General
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Grand Wealth Implements New Sabbatical Benefit

General
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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

Grand Wealth in the News
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Jeff Williams MiBiz Feature: Succession Planning

General
Grand Wealth in the News
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Grand Wealth Management Sponsors Annual Charity Golf Classic

Charitable Giving
General
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What is Regulation Best Interest and How Does It Impact you?

Taxes
Education Funding
Managing Risk
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Financial Advisor Magazine’s 2020 RIA Survey and Ranking

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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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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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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Avoiding Financial Scams and Identity Theft Scams

Managing Risk
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Misperceptions About Market Corrections: Are You Prepared?

Investing
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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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Survivorship Bias and Other Tricks of the Trade

General
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Our Perspective on the Department of Labor's New Fiduciary Rule

General
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Healthier Saving with a Health Savings Account

Retirement
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Timeless Tips on Tax-Wise Investing: Part II

Investing
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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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Plan Ahead to Avoid Headaches with New Rules for Inherited IRAs

Investing
Taxes
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Jump Start Saving for Next Generation with 529 to IRA Rollover

Education Funding
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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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Five Lifetime Tax Management Tips for High Net Worth Families

Taxes
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What’s the ‘Right’ Benchmark?

Investing
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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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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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Evidence-Based Investing in Brief

Investing
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The Importance of Estate Planning

Estate Planning
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The Greatest Spectacle in Investing

Investing
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Three Upside-Down Investment Insights

Investing
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Why “Safe Harbors” Can Be Risky Business

Investing
Retirement
Taxes
General
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Featured Articles

Grand Wealth Management Recognized Among Top RIA Firms on 2025 RIA Edge 100 List
Quarterly Investment Foundations Second Quarter 2025
Smarter Tax Planning: Coordinating Tax Strategies to Secure Your Financial Future
Staying Focused on Long-Term Investment Strategies & Blocking Out the Noise

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Grand Wealth Management, LLC
Bridgewater Place
333 Bridge Street NW, Suite 800
Grand Rapids, MI 49504

Phone 616-451-4228
Fax 616-451-4229

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Grand Wealth Management, LLC is an SEC Registered Investment Advisor located in Grand Rapids, Michigan.
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