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Clients and Friends of The Center,
Happy New Year! We hope it's off to a wonderful start!
We're thrilled to share that we'll be commemorating our 40th anniversary this year! Hear from our Managing Partner, Tim Wyman, CFP®, JD below as he recaps The Center's incredible 2024 milestones and shares an exciting sneak peek into what's ahead for 2025. We can't wait to celebrate with you!
To start your financial year off on the right foot, take a look at some of the topics that Center team members have been busy covering. Some of which include The Feds Just Cut Rates (Again) - Do CDs and Treasuries Still Make Sense?, Preparing Caregivers and Futures, and Rules of Thumb and the Current Bond Market.
Plus, see our internal snapshots from the last month, ways we've been spreading holiday cheer, and a whole lot more!
Take care and stay warm!
Your Center Team
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The Center is a Financial Planning’s 2024
Best RIAs to Work For Winner!
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We're thrilled to announce that we've been recognized as a winner of Financial Planning's 2024 Best RIAs to Work For! This incredible recognition reaffirms our belief that a supportive and rewarding workplace not only enhances employee well-being, but also translates into extraordinary client experiences. | |
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Takeaways from 2024
A Message from Our Managing Partner
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Hear from our Managing Partner, Tim Wyman, CFP®, JD as he recaps The Center's incredible 2024 milestones and shares an exciting sneak peek into what's ahead for 2025! Click here to read the written version! | |
Click here to check out a series of events we'll be having to commemorate our 40th anniversary! | |
Webinar Replays and Upcoming Happenings | |
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Webinar Replay:
Year-End Tax Planning Opportunities
As another year comes to an end, join Michael Brocavich, CFP®, MBA and Bob Ingram, CFP® for key reminders, takeaways, and potential opportunities to help you and your household stay organized. Together, we can stay proactive and make adjustments where and when we deem necessary.
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Save the Date:
2025 Economic & Investment Outlook
Join Partner and Director of Investments, Angela Palacios, CFP®, AIF®, for a recap of what occurred in 2024 and a look ahead for what we are thinking about for 2025
on Thursday, February 20th.
There will be a seminar and webinar option available.
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Giving Tuesday: A Friendly Reminder
By Kelsey Arvai, CFP®, MBA
As we round out another season of gratitude, consider this a reminder that each act of kindness can make a meaningful difference, no matter how small.
READ MORE
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Yield Curve and Forward Returns
By Nick Boguth, CFA®, CFP®
In 2022, there were fear-inspiring articles about the yield curve inversion. Two years later, we’re seeing the same kind of articles about the yield curve UN-inversion! It can’t be both…can it?
READ MORE
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Rules of Thumb and the Current Bond Market
By Nick Boguth, CFA®, CFP®
Rules of thumb are ABUNDANT in the financial planning industry, but can also be misleading and cause people to overlook important risks and rewards...
READ MORE
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Preparing Caregivers & Futures
By Sandy Adams, CFP®
Proactive longevity planning can help caregivers anticipate their responsibilities and secure their financial future, reducing stress and enhancing well-being.
READ MORE
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The Feds Just Cut Rates (Again) - Do CDs and Treasuries Still Make Sense?
By Mallory Hunt
As interest rates fluctuate, it’s crucial to assess whether now is a good time to invest in specific types of investments or if other options might yield better returns based on your investment goals. Let's break it down.
READ MORE
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2025 Retirement Account Contribution and Eligibility Limit Increases
By Bob Ingram, CFP®
The IRS has recently announced the annual contribution limits for retirement plans and IRA accounts in 2025. And while the increases to most of the limits are modest, there are some notable increases.
READ MORE
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Center Sponsors 2024 Holiday Brass Concert
The Center was honored to once again sponsor Detroit Chamber Winds & Strings
annual Holiday Brass Concert at Christ Church Cranbrook on Dec. 6th.
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Team Day Out!
Our annual Team Appreciation Day took place at Emagine Theater in Royal Oak. Center team members spent the afternoon bonding over food, drinks, and fun games together!
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January Center-Versaries
Check out our January Center-Versaries!
Michael Brocavich - 4 years on the 4th
Mallory Hunt - 5 years on the 6th
Logan Dimitrie - 3 years on the 18th
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Raya and Adam's Baby Shower
The Center was thrilled to shower Raya, Adam, and their future new addition with our support and well wishes!
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Tim Featured on Fox 2 News
Tim Wyman was featured on The Pulse, Fox 2's daily news politics show, to discuss the Fed cutting interest rates amongst other timely topics.
Watch here! (skip to minute 18)
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Providing excellent service is not only a Center value for our clients,
but also for our community!
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Spreading Holiday Hope with Baldwin Society | On The Wings of Angels Clothing Drive | |
Center Team Members Participate in "Fleece and Thank You" | |
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At The Center, we take pride in our core values that guide us in serving clients. We believe that our values are imperative to the work we do, and we want to recognize and celebrate team members who have exemplified them.
This month, Jeanette LoPiccolo was recognized for Energy & Enthusiasm for all of the wonderful year end efforts for these amazing causes. It is awesome to see how deeply The Center is committed to helping others!
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Our office will be closed on Monday January 20th, in observance of Martin Luther King Jr. Day. If you need immediate assistance on this day, please contact Raymond James directly at 800-647-7378. Otherwise, we look forward to replying to your message when we return on Tuesday, January 21st! | |
Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
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The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the authors and not necessarily those of Raymond James.
You should discuss any tax or legal matters with the appropriate professional.
Financial Planning's 52 Best RIAs to Work For 2024 program recognizes registered investment advisory practices that provide positive workplace environments and provide excellent benefits, according to their employees. This program is open to SEC-registered RIA's that have a facility in the United States, have been in business for a minimum of one year by May 29, 2024, and must also have at least 10 full-time or part-time employees. Best Companies evaluated each firm's workplace policies, practices, benefit programs, philosophy systems, and demographics and surveyed financial professionals across the country about their firms' leadership, culture, pay and benefits, training, work environment, engagement, communications, and other factors. Ranking is derived from tallying up scores from the survey and evaluation from lowest to highest. Out of 100 nominees, 52 RIA's won. The ranking is based on fiscal year 2024 and was released on 12/3/2024. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Financial Planning and/or Best Companies Group is not affiliated with Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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