Telemus

We are proud to announce that as part of the Kovitz family, we've been recognized on the Forbes List of Top RIA's for 2024! This achievement makes us even more grateful to our incredible clients and dedicated teammates. Thank you for your continued trust and support! “We are incredibly honored to once again be recognized by Forbes as one of America’s Top RIA Firms. This recognition highlights our team's dedication, expertise, and the trust our clients place in us. We are thankful to our clients for their continued trust and our dedicated staff whose hard work and commitment have made this achievement possible.” Mitch Kovitz, CEO of Kovitz Press | Kovitz Recognized on the Forbes 2024 List of Top RIA Firms for Second Consecutive Year https://bit.ly/4826bv0

Are you prepared for the sunset of the Tax Cuts and Jobs Act in 2025? The TCJA nearly doubled the gift and estate tax exclusions, presenting a unique opportunity for High Net Worth Individuals (HNWIs) to transfer more wealth. But with the exclusion set to expire soon, now is the time to act! Key questions to consider: 1. How will this impact my long-term goals? 2. What is the appropriate amount to transfer? Working with an advisor ensures you and your loved ones are well-prepared for the future. Get our Estate Planning & Tax Update to learn more now! https://hubs.ly/Q02MT0vb0

Market insights for the 2024 Presidential Election reveal that stock markets typically rise before and after elections, largely ignoring the race for the White House. Despite attention-grabbing headlines and political drama, a century of stock returns shows that investment portfolios are generally unaffected by political events. Analysis of market performance under different presidential and congressional party combinations also highlights surprising results, underscoring the complex and often unpredictable relationship between politics and market behavior. Special Report: Market Insights For The 2024 Presidential Election https://bit.ly/4cbGysg

Kovitz proudly announces its inclusion in Financial Advisor magazine’s prestigious lists of top Registered Investment Advisor (RIA) firms. Kovitz secured the #45 spot out of 431 firms in the overall rankings and made a remarkable debut at #13 on the list of the 50 Fastest Growing RIAs for 2024. Kovitz Data as of 3/24. Kovitz did not pay a fee to participate or to market this award. Press | Kovitz | Press | Kovitz Recognized Among Top RIA Firms by Financial Advisor Magazine https://hubs.ly/Q02HYlWW0

Jason Petitte, Principal & Senior Research Analyst, shares his thoughts on the Fed's delicate balancing act: Over the past two years, the Federal Reserve (“the Fed”) and other policymakers have been navigating a similar, but vastly more complex, problem of pruning back the economy just enough to curtail inflation while both avoiding a recession and planting the seeds for new economic growth in the future. In the popular and financial press, this delicate balancing act is often referred to as the Fed’s attempt to engineer a “soft landing” for the economy. https://hubs.ly/Q02HBYD80

Municipal bonds are a compelling option for high-net-worth investors, offering a combination of tax-advantaged income, capital preservation, and portfolio diversification. Here are some standout features: ✔️ Tax-Advantaged - Interest earned on most municipal bonds is exempt from federal income tax and often state and local taxes. ✔️ High Quality - Lower-risk investments with high credit quality and low historical default rates. ✔️ Capital Preservation - One of the safest credits in the bond universe, especially those with strong credit ratings. ✔️ Portfolio Diversification - Municipal bonds can help to reduce overall portfolio risk with their low correlation to equities. ✔️ Tax-Exempt Income - Provides significant tax savings, enhancing the effective yield compared to taxable bonds. ✔️ Attractive Yields - Yields currently exceed inflation expectations, aiding wealth creation and preservation. Get our Municipal Bond Guide for High Net Worth Investors now! https://bit.ly/3xGAjym

Our financial advisory team recently participated in a Junior Achievement of Southeastern Michigan (JASM) event with Detroit Premier Academy. We engaged with students in grades 7 through 12 in a budgeting simulation. This hands-on experience allowed students to manage a month’s worth of adult finances, teaching them how to save, budget, and make informed financial decisions. Inspiring the Next Generation - Junior Achievement Volunteer Event https://bit.ly/4c6umJI

Rising long-term care costs can devastate seniors' savings. While long-term care insurance can help shoulder the burden, the cost varies depending on your age, health, and desired coverage. To find the right fit, consider factors like daily benefit amount, coverage length, and inflation protection – all of which can significantly impact the premium according to Todd Wolfe, a senior insurance associate at Telemus. How Much Should You Spend On Long-Term Care Insurance? What Experts Say https://bit.ly/3VwiIm5

The Dow closing at a record high Friday. sitting at more than 40,000 ahead of Monday morning's opening bell. Lyle Wolberg, CFP® joined WWJ's Greg Bowman live Sunday morning to talk about what it means for Americans. As Dow Surpasses 40K For First Time Ever, What Does It Mean For Consumers? https://bit.ly/4avKKC8

Depending on your situation, purchasing life insurance for your parents can be beneficial. Todd Wolfe, ChFC, CLTC, Senior Insurance Associate, answers some frequently asked questions about parental life insurance to help you make a well-informed decision. FAQ: Life Insurance for Parents https://bit.ly/4auSAN8