In the News 2006 - 2014

2014

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

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.

2013

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.

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

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.

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.

Daniel Boyce, CFP®: Dan was interviewed for the April 2013 edition of Raymond James® AUDIOFILE titled Multigenerational Planning to Enable Enduring Family Legacies.

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."

2012

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.

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.

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.

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.

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.

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"

2010 - 2011

Sandy Adams, CFP®: Sandy was quoted in Wall Street Journal Blogs on December 6, 2011 in an article titled, “Help for the Elderly.”

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..."

2009

Sandra Adams, CFP®: Sandy was quoted in the December 2009 Journal of Financial Planning in an article titled “The Parent Care Solution: How Planners Can Help Clients with Aging Parents”.

Timothy Wyman, CFP®, JD: Tim was quoted November 25, 2009 on Forbes.com in an article titled "Financial Planning for Families".

Timothy Wyman, CFP®, JD: Tim was quoted November 6, 2009 on Forbes.com in an article titled "Retirement Alert: Let The Downsizing Begin".

Timothy Wyman, CFP®, JD: Tim was quoted September 24, 2009 on Forbes.com in an article titled "IRS Cuts IRA Holders A Break".

Matthew Chope, CFP®: Matt was appointed a member of the Southfield Community Foundation board of trustees, as reported in the September 23, 2009 issue of Crain's Detroit Business.

Laurie Renchik, CFP®: Laurie was quoted in the Detroit Free Press on September 13, 2009 in an article titled "Financial planning clinic to hand out practical advice".

Timothy Wyman, CFP®, JD: Tim was quoted in the Wall Streeet Journal on September 2, 2009 in an article titled "Stop Me Before I Spend".

Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit News on June 29, 2009 in an article titled "Feeling squeezed by stocks' slip".

Matthew Chope, CFP®: Matt was quoted in Investment News on April 19, 2009 in an article titled "Advisers are wary of the federal toxic-debt program".

Timothy Wyman, CFP®, JD: Tim was quoted by Forbes on April 7, 2009 in an article titled "The Best Ways to Save in a Recession".

2008

Marilyn M. Gunther, CFP®: Marilyn was quoted in On Wall Street October 1, 2008 in an article titled "The New Face of Philanthropy".

Timothy Wyman, CFP®, JD: Tim was featured on Good Morning America September 26, 2008 and in The USA Todayas a follow up to the "Frugal Family Challenge" first aired on August 17.
View video:
http://abcnews.go.com/GMA/Weekend/story?id=5895952&page=1
http://www.usatoday.com/money/perfi/basics/2008-09-26-frugal-families-winners_N.htm

Timothy Wyman, CFP®, JD: Tim was featured on Good Morning America Sunday August 17, 2008 and in The USA Today on August 18, 2008.
http://www.usatoday.com/money/perfi/basics/2008-08-17-frugal-families_N.htm

Timothy Wyman, CFP®, JD: Tim was quoted on September 4, 2008 in an article titled “Money Saving Tips for Job Seekers".

Timothy Wyman, CFP®, JD: Tim was quoted in Smart Money magazine on May 14, 2008 in an article titled “5 Ways to Protect Your Portfolio” and May 15 in the Andrew Leckey’s Chicago Tribune piece.

Matthew Chope, CFP®: Matt was quoted in the Retirement Plan Advisor newsletter on January 24, 2008 in an article discussing guranteed income.

Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit News article January 23, 2008 title "Keeping Your Cool".

2007

Matthew Chope, CFP®: Matt was quoted extensively in the December edition of Investment Advisor magazine in an article titled "A Matter of Principle: In helping clients, Advisors do good by giving good advice." Additionally, Matt appeared in the magazine's Advisor Profile section.

Matthew Chope, CFP®: Matt was quoted extensively in the November edition of Wealth Manager magazine in an article titled "The problem with second homes is leaving them to the second generation".

Timothy Wyman, CFP®, JD: Worth Magazine - October 2007 Tim contributed a piece as part of Worth's Advisor' Forum in response to reader questions.

Matthew Chope, CFP®: Matt was quoted extensively in the September 2007 edition of Financial Advisor magazine in an article titled "Unstructured Debate".

Marilyn M. Gunther, CFP®: Marilyn has been named as one of the Top 100 advisors for independents by Registered Rep. Magazine based upon assets under management.

Marilyn M. Gunther, CFP®: Marilyn has been named to the board of directors of Personal Finance Education Services, Inc., a newly formed non-profit organization whose primary purpose is to develop, coordinate and strengthen financial education programs through various organizations to enhance literacy at all ages.

Matthew Chope, CFP®: Matt was quoted in the WallStreet Journal October 8, 2006 in an article titled "Never Mind the Record - Tortoises Win the Race".

Timothy Wyman, CFP®, JD: Tim appeared on Channel 4 WDIV October 4th and 5th as part of Rod Meloni's piece about the Dow Jones Industrial Average hitting a new high.

Matthew Chope, CFP®: Matt was quoted in the August 28, 2006 edition ofInvestmentNews in an article on stock options.

Timothy Wyman, CFP®, JD: Tim recently addressed the Michigan Certified Public Accountants (MACPA) at their Annual Small Practitioners Conference.

Timothy Wyman, CFP®, JD: Tim was featured recently on WDIV - TV4. Tim contributed to Guy Gordon's special titled "4 Warning Signs that Your Home May be at Risk".

Timothy Wyman, CFP®, JD: Tim was quoted in the Wall Street Journal on May 28, 2006 in a story titled "Opening Your First Investment Account".

Matthew Chope, CFP®: Matt was quoted in the May edition of Financial Planning magazine in the article titled "The Muni Option: Municipal Bonds Are Still Reasonably Cheap and Offer Tax-Free Ballast to Diversify a Portfolio".

Timothy Wyman, CFP®, JD: Tim was quoted in the Wall Street Journal on April 16, 2006 in a story titled "It May Be Time to Swap That Life Policy".

Timothy Wyman, CFP®, JD: Tim was quoted in the Wall Street Journal in a story titled "How To Save for Your First Home as Buying One Gets Tougher".

Timothy Wyman, CFP®, JD: Tim appeared on WDIV - TV4 on March 23, 2006. Tim contributed to a story concerning buy out offers to employees of General Motors.

Matthew Chope, CFP®: Matt was the lead financial advisor quoted in the Wall Street Journal on March 5 , 2006 in the article titled "Don't Jettison Foreign-Stock Funds".

Daniel H. Boyce, CFP® and Marilyn M. Gunther, CFP®: Dan and Marilyn recently gave a presentation at the Raymond James National Conference. Dan and Marilyn shared their experience in a presentation titled "Lessons Learned from 20 Years Together".

Daniel H. Boyce, CFP®, Marilyn M. Gunther, CFP® and Matthew Chope, CFP®: Dan, Marilyn and Matt recently were recognized by Raymond James Financial Services. Dan and Marilyn were named to the Chairman's Council and Matt to the Executive Council. Membership in Chairman's and Executive Councils based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

Timothy Wyman, CFP®, JD: Tim was quoted in the January 23, 2006 issue of InvestmentNews magazine.

Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit Free Press article titled "Ford will send some to college" on January 19, 2006.

Matthew Chope, CFP®: Matt was recently quoted in Registered Rep, a national industry publication.

Timothy Wyman, CFP®, JD: Money Magazine - August 2007 Tim was quoted in Jean Chatzky's article titled "One Thing to Make Easier on Your Kids."

Timothy Wyman, CFP®, JD: Tim was quoted Sunday, July 15, 2007 in The Oregonian Newspaper.

Matthew Chope, CFP®: Matt was recently quoted in Research Magazine.

Matthew Chope, CFP®: Matt was quoted in the WallStreet Journal Online Edition June 17, 2007 in an article titled "Bond Slide's Brighter Side".

Matthew Chope, CFP®: Matt was quoted in the Chicago Tribune June 17, 2007 in an article titled "What is your money Personality".

Timothy Wyman, CFP®, JD: Tim had two columns published in the Oakland Press recently. One article addressed the Alternative Minimum Tax and the other LifeCycle Funds.

Timothy Wyman, CFP®, JD: Tim was quoted in InvestmentNews April 2, 2007 in an article titled "Spreading the tax risk in retirement portfolios urged".

Timothy Wyman, CFP®, JD: Tim was a guest speaker at Beaumont Hospital's 16th annual Women's Health Conference on March 23, 2007. Tim presented "Women, Money & Power".

Daniel H. Boyce, CFP® was featured on FOX 2 NEWS March 6, 2007 in a piece titled "Expert Advises Against Spending Winnings."

Timothy Wyman, CFP®, JD: Tim was quoted in The USA Today February 12, 2007 in their feature article on College Savings & 529 Plans.

Timothy Wyman, CFP®, JD: Tim spoke live with WWJ's Greg Bowman providing commentary on the nations savings rate.

Timothy Wyman, CFP®, JD: Tim was quoted in the Detroit News article January 25, 2007 title "Dis-ARM-ing".

Timothy Wyman, CFP®, JD: Tim contributed to the newly released book titled "The Encyclopedia of Financial Planning - What you need to know about money from the Nation's leading financial planners".

2006

Marilyn M. Gunther, CFP®: Marilyn was again named as one of the 150 best financial advisers for doctors by Medical Economics - November 2006 edition. The "150 Best Financial Advisors for Doctors" award was based in part on credentials, experience, compensation arrangements, minimum investment requirements, a good regulatory compliance record and charitable work. Consideration was also given to advisors who specialize in physician business or the medical field.