Entries by Post Master

Scams Spread In Wake of Ebola Fears

This piece was posted on November 6th, 2014 on http://freep.com by Ziati Meyer, Detroit Free Press Staff Writer. Telemus Capital Partner and Senior Advisor, Lyle Wolberg, comments on how to react to the current Ebola situation. (This Opinion piece presents the opinions of the author. It does not necessarily reflect the views of Telemus Capital, […]

11 Things to Consider When Examining Your Estate Plan

With the current estate tax exemption at $5,340,000 per person and a married couple’s tax exemptions at $10,680,000 due to spousal portability, many clients will not be subject to Federal estate tax obligations. However that does not mean proper estate planning can be ignored. Here are 11 tips to consider as you examine your own estate plan: • State […]

We Sold Our Business. Now What Do We Do?

Tens of thousands of privately owned small businesses are expected to change hands in the next decades as Baby Boom business owners retire. They’re left with a wealth management challenge: how to invest the proceeds and plan for the new money in their estates. Crain’s Wealth asked David Post, partner and investment committee chair at […]

Fall Insights 2014

Welcome to the newest edition of our quarterly newsletter, Insights. In this edition you will read about: A Message From the Managing Partner, Gary Ran Telemus Quarterly Market Update Equities Analysis Fixed Income Fund Spotlight Strategic Partner Summary Telemus Wealth Advisors Summary Read the entire quarterly newsletter here

A Demographic Ephiphany

It all started last weekend when my wife texted me a picture of months-old babies lined up on a couch at a friend’s house. While the photo included five tiny tots, actually, there were a total of 10 babies on display!  The very next night we had a group of friends to our house for […]

Energy Prices and the Middle East Conflict

History is littered with transformational changes resulting from new discoveries, inventions, and technologies. Over the past several years there have been significant energy‐related technological improvements which have the potential to be truly transformational in terms of the impact on our decades‐long dependence on imported oil and changing a geo‐political dynamic that has been in place […]

Insights Summer 2014

Welcome to the newest edition of our quarterly newsletter, Insights. In this edition you will read about: – A Message From the Managing Partner, Gary Ran – Telemus Quarterly Market Update – Equities Analysis – Fixed Income Fund Spotlight – Equity Fund Spotlight – Telemus Wealth Advisors Summary – Telemus In The News Read the […]