In the News
Melissa Joy, CFP®: Melissa was quoted May 4, 2016 by Yahoo! Finance in an article titled “Pay down debt now or save: Here’s how to choose” by Amy Fontinelle. A16-023724
Melissa Joy, CFP®: Melissa was quoted on May 3, 2016 by FA Magazine in an article titled, “Women Advisors: How To Diversify The Advisor Practice” by Dan Jamieson. A16-023852
Laurie Renchik, CFP®: Laurie was quoted May 2, 2015 by Financial-Planning.com in an article titled “A tricky problem: succession planning for IBDs” by Donald Jay Korn. A16-023724
Sandra Adams, CFP®: Sandy was quoted on March 11, 2016 by Investor’s Business Daily in an article titled, “Advisors’ Strategies To Avoid Estate Planning Squabbles” by Morey Stettner. C16-025031
Sandra Adams, CFP®: Sandy was quoted on February 1, 2016 by FA Magazine in an article titled, “Advisor Innovation And Client Dementia” by Steven A. Starnes. C16-025031
Matthew Chope, CFP®: Matt was quoted on January 19, 2016 by DailyWorth in an article titled, “Make 2016 Your Best Financial Year Yet” by Addie McHale. C16-025031
Melissa Joy, CFP®: Melissa’s blog titled 9 Tips for Making Newsletters That Actually Communicate With Clients was published on December 10, 2015 by onwallstreet.com A15-053305
Melissa Joy, CFP®: Melissa’s blog titled How to Decide How (and How Much) You Give to Charity, was published by Money Magazine on December 9, 2015. A15-053305
Sandra Adams, CFP®: Sandy was quoted November 7, 2015 by Barron’s in an article titled “Retirement: How to Live Well” by Reshma Kapadia. A15-049953
Melissa Joy, CFP®: Melissa was quoted on October 15, 2015 at bankinvestmentconsultant.com in a blog she wrote titled, “How Your Clients Can Avoid Future Estate Squabbles.” A15-043883
Melissa Joy, CFP®: Melissa was quoted on October 2, 2015 at financial-planning.com in a blog she wrote titled, “Going Beyond the 529 Plan.” A15-043883
Timothy Wyman, CFP®, JD: Tim was quoted in an article in the Santa Cruz Sentinel on September 25, 2015 titled, “Retirees brace for hardship as multi-employer pension cuts loom,” by Janet Kidd Stewart, Chicago Tribune. A15-039965
Timothy Wyman, CFP®, JD: Tim was quoted in an article in The Detroit News on August 24, 2015 titled, “Panic at the stock market? Not so fast” by Brian J. O’Connor. A15-034134
Nick Defenthaler, CFP®: August 2015, Nick was quoted on Bankrate.com in "7 investing tips for 40-somethings" by Ana Gonzalez Ribeiro. A15-030387
Melissa Joy, CFP®: Melissa wrote an article published in the July 2015 issue of Financial Planning Magazine, “Social Security & Divorce: 6 Ways to Maximize Income.” A15-027996
Melissa Joy, CFP®: Melissa was quoted June 30, 2015 by Financial-Planning.com in an article titled “37 Smart Ways to Upgrade Your Practice” by Andrew Shilling. A15-026578
Nick Defenthaler, CFP®: Nick was quoted June 1, 2015 by Financial-Planning.com in an article titled “Trim the Tax Bite on Capital Gains” by Donald Jay Korn. A15-021445
Sandra Adams, CFP®: Sandy was quoted May 19, 2015 on Financial-Planning.com in an article titled “What to Do When Clients Show Signs of Dementia” by Dave Lindorff. A15-020249
Matthew Chope, CFP®: Matt was quoted on April 23, 2015 in Financial Advisor IQ in an article titled, “Advice Firms Struggle to Get Compensation Right” by Murray Coleman. A15-017797
Sandra Adams, CFP®: Sandy wrote an article in March 2015 for the Practical Compliance and Risk Management Magazine titled Client Diminished Capacity from the Compliance Perspective. A15-010987
Laurie Renchik, CFP®: Laurie was quoted in an article published in the Wall Street Journal in March 2015, titled "Voices: Laurie Renchik on Getting Women to Save for Retirement." A15-010584
Melissa Joy, CFP®: Melissa wrote an article published April 2015 in Financial Planning Magazine titled "Your Clients Deserve a Second Opinion." A15-017169
Melissa Joy, CFP®: Melissa wrote an article in March 2015 published on Financial-Planning.com titled "Why I Don’t Make Forecasts." A15-010982
Melissa Joy, CFP®: Melissa was quoted in an article published in the Wall Street Journal in February 2015, titled “Voices: Melissa Joy, on Redesigning Your Office Space
Sandra Adams, CFP®: Sandy was quoted in January 2015 in a Financial Advisor IQ article titled, "Tackle the Elephant in Room, Tactfully."
Melissa Joy, CFP®: Melissa was quoted in Investment News special supplement published November 2014 in an excerpt titled, “The Winning Equation.” A15-006128
Melissa Joy, CFP®: Melissa made the cover of December 2014 Real Assets Advisor Magazine explaining what multigenerational really means.
Timothy Wyman, CFP®, JD: Tim was quoted in Forbes online on October 15, 2014 in an article titled, "After-tax 401 (k) Rollovers, Advanced Version" by Ashlea Ebeling. A14-034515
Melissa Joy, CFP®: Melissa was quoted on Nasdaq.com in an article titled, “3 Tax-Sensitive Investment Strategies to Implement Now” on September 15, 2014 by Steve Nicastro. C14-032886
Melissa Joy, CFP®: Melissa was quoted on WiserAdvisor.com on September 4, 2014 in an article titled, “Gen X at the Crossroads: Baby Boomers’ Kids Could Face a Retirement Squeeze” by James O’Brien. C14-023684
Melissa Joy, CFP®: Melissa was quoted in Financial Advisor IQ in an article titled, Need to Fire a Fund Manger? Minimize Disruption on June 3, 2014 by Murray Coleman.
Sandra Adams, CFP®: Sandy co-authored an article appearing as the cover of the Journal for Financial Planning April edition. The article was titled “How to Protect and Help Clients with Diminished Capacity” and was co-authored by Peter A. Lichtenberg, Ph.D., ABPP, director of the Wayne State University Institute of Gerontology.
Laurie Renchik, CFP®: Laurie was quoted in Financial Planning Magazine on March 19, 2014 in an article titled HSA Strategy: Create a ‘Medical IRA’ by Donald J. Korn.
Nick Defenthaler, Support Associate: Nick was quoted in Financial Planning Magazine on March 19, 2014 in an article titled HSA Strategy: Create a ‘Medical IRA’ by Donald J. Korn.
Timothy Wyman, CFP® , JD: Tim was quoted by ABC News Radio on March 12, 2014 in an article titled, Seven Great Things to Do With Your Tax Refund.
Matthew Chope, CFP®: Matt was quoted on Reuters.com on March 3, 2014, in an article titled, “Will Warren Buffett’s investment advice work for you?” by Lauren Young.
Angela Palacios, CFP®: Angela was quoted on CNBC.com on January 30, 2014, in an article titled, “5 ETF myths that keep investors away” by Leslie Kramer.
Timothy Wyman, CFP®, JD: Tim was quoted in InvestmentNews on December 4, 2013, in an article titled, “Advisers help clients prepare for sharp decline in pension benefits” by Darla Mercado.
Melissa Joy, CFP®: Melissa was quoted in Financial Advisor Magazine in October 2013, in an article titled, “Uncommon Talents” by Karen DeMasters.
Melissa Joy, CFP®: Melissa was quoted in InvestmentNews on October 11, 2013, in an article titled, “Oppenheimer’s risky bond bets backfire – again” by Jason Kephart.
Matthew Chope, CFP®: Matt was interviewed for the October 2013 edition of Raymond James® AUDIOFILE titled Developing cross-generational relationships with your clients.
Melissa Joy, CFP®: Melissa was quoted in InvestmentNews on October 8, 2013, in an article titled, “Quarter of investors have no financial plan and don’t expect to have one” by Megan Durisin.
Melissa Joy, CFP®: Melissa was quoted in InvestmentNews on September 22, 2013, in an article titled, “Who will be alts' best in show” by Jason Kephart.
Melissa Joy, CFP®: Melissa was quoted in InvestmentNews on September 3, 2013, in an article titled, “American Funds preps a contrarian play” by Jason Kephart.
Timothy Wyman, CFP®, JD: Tim was quoted in the Wall Street Journal on July 22, 2013, in an article titled, “Detroit’s Bankruptcy as a Teachable Moment” by Veronica Dagher.
Laurie Renchik, CFP®, MBA: Laurie was quoted on Online Trading Academy on July 8, 2013, in an article titled, “Finance Advice for Grads” by Paige Reinsel.
Timothy Wyman, CFP®, JD: Tim was quoted in the Sunday Free Press on June 27, 2013, in an article titled, “Pension safety net won’t help City of Detroit retirees” by Susan Tompor.
Timothy Wyman, CFP®, JD: Tim was quoted in the Sunday Free Press on June 9, 2013, in an article titled, “Detroit retirees fear city will break pension promises,” by Susan Tompor.
Melissa Joy, CFP®: Melissa was quoted in Investment News on May 29, 2013 in an article titled; "Advisorsshrug off proxy season in favor of cost, performance data'" by Jason Kephart.
Marilyn Gunther, CFP® and Laurie Renchik, CFP®, MBA: Marilyn and Laurie were quoted in Financial Planning Magazine on April 2, 2013 in an article titled, "Safer Strategies for Leveraged Investing" by Donald J. Korn.
Melissa Joy, CFP®: Melissa was quoted in the April 2013 Morningstar Advisor in an article titled, "Risk Preparedness."
Daniel Boyce, CFP®: Dan was interviewed for the April 2013 edition of Raymond James® AUDIOFILE titled Multigenerational Planning to Enable Enduring Family Legacies.
Melissa Joy, CFP®: Melissa was quoted in Investopedia on March 25, 2013 in an article titled, “The Best Financial Careers for Women.”
Melissa Joy, CFP®: Melissa was quoted in Chicago Tribune on February 18, 2013 in an article titled, "Focus on performance, rating rather than IRA fees" by Janet Kidd Stewart.
Troy Wyman, CFP®: Troy was recognized as 2013 Secretary for Birmingham Bloomfield Chamber Executive Board in Hometown Life on January 20, 2013 in an article titled, "Chamber names new officers."
Melissa Joy, CFP®: Melissa was quoted in Investment News on January 13, 2013 in an article titled; "Gaffney blazes her own trail'" by Jason Kephart.
Melissa Joy, CFP®: Melissa was quoted in Investment News on October 28, 2012 in an article titled; "Colleagues Now Competitors'" by Jason Kephart.
Timothy Wyman, CFP®, JD: Tim was quoted in Forbes on September 6, 2012 in an article titled; "Jumping Out The 401(k) Brokerage Window" by Ashlea Ebeling. This story appears in the September 24, 2012 issue of Forbes.
Laurie Renchik, CFP®: Laurie was quoted in The Detroit News on August 20, 2012 in an article titled; "Michigan employers embrace wellness programs" by Brian O'Connor.
Timothy Wyman, CFP®, JD & Melissa Joy, CFP®: Tim and Melissa were quoted in Dow Jones Newswires on August 14, 2012 in an article titled; "Pensioners Decline Lump-Sum Buyout" by Niki Reading.
Melissa Joy, CFP®: Melissa was quoted in AdvisorOne on July 26, 2012 in an article titled; "A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees" by Ellen Uzelac.
Timothy Wyman, CFP®, JD: Tim talked with WDIV Channel 4 on July 18, 2012 in a video titled; "GM forces tough retiree choices" authored by Rod Meloni, Local 4 Business Editor. Watch the video here.
Melissa Joy, CFP®: Melissa was quoted in MSN Real Estate in an article titled; "Is a shorter-term mortgage right for you?" by Marilyn Lewis of MSN Real Estate.
Melissa Joy, CFP®: Melissa was quoted in Investment News on July 15, 2012 in an article titled; "Next NAPFA boss calls Finra 'colossal failure,' B-Ds 'dinosaurs'" by Jason Kephart.
Melissa Joy, CFP®: Melissa was quoted in Investment News on July 8, 2012 in an article titled; "'Old load' image a load for American Funds" by Jason Kephart.
Sandy Adams, CFP®: Sandy Adams recently spoke to over 150 members of the Michigan Association of CPAs (MACPA) at their annual Management Information and Business Show June 27 - 28, 2012 at the Rock Financial Showplace in Novi. The presentation, titled “ElderCare 101” addressed the eldercare client, CPAs responsibilities for serving clients in this demographic, as well as opportunities for the CPA practice. Sandy is the Center’s point person for eldercare planning issues.
Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit Free Press on June 24, 2012 in an article titled, “Exotic Certificates of Deposit Could Mean Large Losses for Savers" by Susan Tompor.
Melissa Joy, CFP®: Melissa was quoted in Chicago Tribune on June 22, 2012 in an article titled, "A Pension Dilemma: Lump Sum or Annuity" by Janet Kidd Stewart.
Sandy Adams, CFP®: Sandy was quoted inWall Street Journal May 30, 201 2 in an article titled, “A Written Plan Can Help Your Portfolio.”
Sandy Adams, CFP®, Matt Chope, CFP® and Tim Wyman, CFP®, JD: Sandy, Matt and Tim named 2012 Five Star Wealth Managers in June 2012 issue of HOUR magazine.
Melissa Joy, CFP®: Melissa was quoted in Morningstar Advisor in April/May 2012 in an article titled, "How Do You Use Alternatives?"
Melissa Joy, CFP®: Melissa was quoted in Financial Advisors Magazine in March 2012 in an article titled, "Advisors Take Fund Research Into Their Own Hands"
Gregg Bloomfield: Along with Sven O. Gierlinger, Vice President & Hospitality and Service Culture of Henry Ford Health System and Sunny Connolly, Sr. Partner of Patterson Bryant Inc, Gregg was a Panel Speaker at the Healthcare Forecast March 15, 2012. Speakers provided insight on how reform, wellness and employee benefit programs shape your business.
Melissa Joy, CFP®: Melissa was quoted on Bankrate.com in an article titled, "BRICs: Investing in Emerging Markets" by Constance Gustke.
Matthew Chope, CFP®: Matt was quoted in Financial Advisors Magazine in January 2012 in an article titled, "Advisors in a Darwinian World"
Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit Free Press on January 30, 2012 in an article titled, “Living like Prince Fielder: How to survive on a measly $214 million"
Sandy Adams, CFP®: Sandy was quoted in Wall Street Journal Blogs on December 6, 2011 in an article titled, “Help for the Elderly.”
Melissa Joy, CFP®: Melissa was quoted on Schools.com on November 30, 2011 in an article titled, “Young, fabulous and Not so Broke.”
Melissa Joy, CFP®: Melissa moderated a Fixed Income Panel discussion at the Inaugural Fiduciary Gatekeeper Summit in Boston on September 27, 2011.
Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit News on July 20, 2011 in an article titled, “Boomers Bank on Less Inheritance.”
Laurie Renchik, CFP®: Laurie was quoted on BNET.com on February 17, 2011 in an article titled, “8 Creative Ways to Keep Your Staff Healthy.”
Timothy Wyman, CFP®, JD: Tim was quoted on Health.com on January 7, 2011 in an article title, “3 Legal Documents Caregivers Need.”
Daniel Boyce, CFP®®: Dan was quoted in Investment News on December 1, 2010 in an article titled, “Advisors in Holding Pattern with Wellington, Janus Funds.”
Timothy Wyman, CFP®, JD: Tim was quoted on learnvest.com on September 29, 2010 in an article titled “Reduce Risk and Spending with Prepaid Credit Cards.”
Timothy Wyman, CFP®, JD: Tim was interviewed on Detroit Public TV “Today with Nolan Finley (The Detroit News) and Debbie Dingell” with an air date of November 19, 2010.
Timothy Wyman, CFP®, JD: Tim was quoted in the Wall Streeet Journal on June 21, 2010, in an article titled "Before You Moonlight..."