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August 2019

Halftime 2019: Off to a great start. But where will we end up?

August 1 @ 6:00 pm - 8:30 pm
Granite City Troy, MI, 99 W Big Beaver Rd,
Troy, MI 48084 United States + Google Map

Dear friends and clients, ​​​​​​​It’s that time of year again!  Summer is upon us. It’s hot and humid in Michigan and we’ve just come home from a long 4th of July weekend. For us over at Mission Point, it also means the year is ½ over and we are taking stock of the markets, the world economy and factors affecting your portfolios. With that in mind, we’d love to invite you to our next market check. We will tackle the…

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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