Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Daniel Boyce, CFP® Recognized by Investment News

Dan received an Honorable Mention Lifetime Achievement Award as part of the Investment News Community Leadership Awards. Dan’s award is based on his contributions to Detroit ChamberWinds & Strings over many years.

The Invest in Others Charitable Foundation and Investment News announced finalists for the eighth annual Community Leadership Awards. The awards recognize the philanthropic work financial advisers perform in their communities and around the world.

5 Center Planners Recognized by Hour Detroit Magazine

Center team members Sandra Adams CFP®, Daniel Boyce CFP®, Matthew Chope CFP®, Laurie Renchik CFP®, and Timothy Wyman, CFP® received recognition by Five Star Professional in the June 2014 issue of Hour Detroit Magazine. They were named to the 2014 Five Star Wealth Managers list, a select group of wealth managers in the Detroit area.

Five Star Award is based on advisor being credentialed as an investment advisory representative or a registered investment advisor, actively employed as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and complaint history review, fulfilled their firm review based on internal firm standards, and accepting new clients. One and five year retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served and education and professional designations are criteria that is considered. This award is bestowed by an independent third party organization not affiliated with Raymond James.

Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Financial Advisor IQ

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.

Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Journal for Financial Planning

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.

Financial Planning Magazine

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.

Center Wins Governor’s Healthy Workplace Award

 Financial health isn’t the only health our Center team focuses on every day.  One of our core values is living a balanced life which means keeping all areas of our lives healthy and balanced.  Part of that balance includes dipping into some physical activity and good nutrition.  We find it keeps our energy up, our minds focused and our creativity flowing allowing us to better serve our clients, our family, each other and our community.  That’s why we are so excited to announce winning the Healthy Workplace Award in the small business category presented by the Michigan Fitness Foundation and the Governor’s Council on Physical Fitness, Health and Sports. 

You may see some of our posts from time to time talking about what we’re doing in the health and wellness area.  Don’t be surprised if you see us on the ball (balanced ball that is) at our computer or eating a healthy snack.  We share in the Governor’s passion for promote fitness and health. So next time you stop in to see us at The Center, feel free to share some of the things you’re doing to lead a healthier, more balanced life. We’re always looking for great new ideas!

To see other companies on the list, click here.

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Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Center Recognized as a finalist for the 2014 Governor’s Fitness Awards

The finalists were selected by a committee of judges for their commitment to personal health, dedication to their communities, and the unique definition of what fitness means to them. The Governor’s Fitness Awards are a platform for recognizing organizations in Michigan that have made outstanding contributions to health and physical fitness during the last year.

http://michiganfitness.org/gfa-finalists-2014-news A14-006160

Reuters

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.

Curtain Call

 The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

CNBC.com

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.

Financial Advisor Magazine

Melissa Joy, CFP®: Melissa was quoted in Financial Advisor Magazine in October 2013, in an article titled, “Uncommon Talents” by Karen DeMasters.

Center Honored as an AHA 2014 Start! Fit-Friendly Platinum Status Company

For six consecutive years The Center has been recognized as an American Heart Association Start! Fit-Friendly Company. For the most recent two years the firm received Platinum status, the highest recognition level. To achieve this award the health and wellness program met the following criteria:

• Physical activity options in the workplace
• Healthy eating options at the worksite
• Promotion of a wellness culture
• Implement at least nine criteria outlined by the AHA in the areas of physical activity, nutritition and culture
• Demonstrate measurable outcomes related to workplace wellness

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Center Recognized for Living the Balanced Life

 

From the snacks in our lunchroom to the support of our colleagues, we have a healthy dose of proof that The Center is a fit place to work. The American Heart Association has named us as a Fit-Friendly Worksite for the 7^th year running! The credit for the award and recognition goes to Center team members who routinely make health and wellness a priority in their lives.

It all started back in 2007 when Jen Hackmann came up with the idea of a committee focused on health at our Annual Retreat. Firm leaders loved the idea because it dovetails with our firm vision of creating a worksite environment that encourages and fosters healthier and more balanced living. Our current Health & Wellness Committee is comprised of Jennie Bauder, Gerri Harmer, and Kali Hassinger. Our health and wellness efforts continue to reduce stress, facilitate greater well-being and encourage camaraderie.

We spread the fit mentality by bringing in professional speakers, a personal trainer, and a massage therapist. Quarterly luncheons promote team members to share goals and achievements and increase social interaction and support with colleagues. We currently have 2 teams and have friendly competitions to increase our physical activity. Our Center shopper, Angie Palacios, assists us by purchasing healthier snack options that are available in our lunchroom. Our lunch coordinator, Gerri Harmer, helps us choose healthier options for our staff lunches. To keep the energy levels up, and activity levels high we encourage walking, stretch breaks and flex time.

Center team members are encouraged to contribute ideas for promoting a healthier and more supportive environment. We look for ways to reduce stress in the workplace and provide tools for effectively dealing with stressful situations. Our most important asset and tool we have in promoting a culture of health is our staff. Living the balanced life value is vital to maintaining and improving our work environment and our wellness program.

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Curtain Call

 

The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Investment Commentary

Timothy Wyman, CFP®, JD 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.

Survey Finds 1 in 4 Investors Lack Plan

 According to survey results reported by Investment News, a quarter of potential investors have no financial plan and, of that group, close to 40% don’t anticipate building one. The Center’s Director of Investments Melissa Joy told Investment News that she wasn’t surprised by those numbers.

If anything, I would think the number might have been higher,” she said of people who don’t have a financial strategy.  “Financial planning isn’t a new concept like it was 20 years ago.  I’m happy to hear that so many people do have a financial plan in place."

On one hand, there are the duck-and-cover investors, on the other are investors who become too complacent when the markets are rosy. That’s how Melissa described those who pay too much attention to events like the government shutdown and those that miss opportunities when the markets are strong. But ultimately, it isn’t usually a market surge or fall that triggers people to put together a financial plan, Melissa said. The most common triggers are life events. It could be preparing for retirement or helping to support an aging parent that drives investors to formalize a strategy for their assets.

If you need help with your plan, contact us here at the Center. To read more about the investor survey check out the article in Investment News:

http://www.investmentnews.com/article/20131008/FREE/131009906

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Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Curtain Call

 

The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront.  We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:

Investment News

Melissa Joy, CFP® was quoted in InvestmentNews on October 11, 2013, in an article titled, “Oppenheimer’s risky bond bets backfire – again,” by Jason Kephart.

Melissa Joy, CFP® 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® 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® was quoted in InvestmentNews on September 3, 2013, in an article titled, “American Funds preps a contrarian play” by Jason Kephart.

Raymond James

Matthew Chope, CFP® was interviewed for the October 2013 edition of Raymond James® AUDIOFILE titled Developing cross-generational relationships with your clients.

Investment Honor for Center Partner Melissa Joy

For the 3rd consecutive year, Partner Melissa Joy, CFP has been named to the Financial Advisor Magazine All-Star Research Managers team. She was featured in an article titled, “Uncommon Talents” written by Karen Demasters. The All-Star team recognized at the Fiduciary Gatekeeper Summit in Boston October 24-25.

Financial Advisor magazine recently asked its Financial Advisor readers to nominate the research managers they think are doing the best job. Selection for 2013 All-Star Research Managers team was based on those nominations.