07/03/2025
Logan Mohring, MBA - Financial Director & Wealth Management Advisor
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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Logan Mohring, MBA - Financial Director & Wealth Management Advisor, Grand Traverse, MI.
07/03/2025
11/21/2024
Her little hand in mine and my whole world is held! 🌎❤️
06/11/2024
Your opinions about the strength of the job market may come down to which employment report you read. Chief Investment Officer Brent Schutte looks at the discrepancies between two leading reports and weighs in on how the disconnect in reports complicates the Fed’s decision on rates.
Conflicting Jobs Data Creates Challenges for the Fed Is the job market red hot or showing signs of cooling? Last week’s employment data suggests both. In this week’s Market Commentary, we look at why getting an accurate read on the employment picture may be a challenge for the Fed.
06/10/2024
81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
06/05/2024
When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6183eFJ55
06/05/2024
Learn more about this tool for securing your financial future—it’s not just for the rich.
What Is a Trust? A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.
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Grand Traverse, MI
49686