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Your ESOP Annual Notice: What It Means for Your Retirement

Each year, employees of companies that offer Employee Stock Ownership Plan (ESOP) receive an Annual Notice. Many people glance at it quickly—or set it aside. But this document is important. It shows the value of your ownership in the company and plays a big role in your retirement future. At NPF Investment Advisors, we often…
A collection of all the latest news and advice to help you make informed decisions when speaking with your Advisor.

The Trump Account: A Retirement Strategy That Begins at Birth

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A Note on IPOs and the Coming Wave of Mega-Listings

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Markets Are Back at All-Time Highs – Now What?

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It’s Time to Take the Next Step With Your Financial Plan

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NPF Investment Advisors Announces Launch of NPFE ETF on Cboe Global Markets

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Upcoming Changes to Charitable Deductions: What Donors Should Know Before 2026

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AI and the Markets: Progress, Promise, and Prudence

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NPF Welcomes Lauren DeHaan Brennan, CRPC® as New Investment Advisor

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When Markets Zig Instead of Zag

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What Is an ETF?

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Diversification and Concentration Limits in 351 Conversions

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Team and Talent Report: Maria Kuiper, Lukas Lindhout, and Emma Cash

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Team and Talent Report: Welcome Paige Greer

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Paying for Financial Advice – Is It Really Worth it?

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Market Concentration: Putting Almost All Your Eggs into a Few Baskets

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Community Impact in 2024: Strengthening Our Bonds

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2024 Team & Talent: A Year of Growth and Transition

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The Power of Preparedness

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Team and Talent Report: Welcome Pedro Gomes

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Charitable Giving: 4 Strategies for Maximizing Tax Savings

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Team and Talent Report: Welcome Anna Hester

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Politics, Emotions and Investing – Three Things that Don’t Mix

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Policy Over Politics: Navigating Markets Amidst Political Uncertainty

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Team & Talent Report: Welcome Will Double and Lynn Bosscher!

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“Balancing AI”

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Bonds: You’ve Got Questions, We’ve Got Answers.

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Bond Interest Rates Demystified: When and Why Safe Doesn’t Feel Safe Anymore

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How To Lose Money In Bonds

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Why We Prefer Individual Bonds

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Bonds: You’ve Got Questions, We’ve Got Answers

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Bond Interest Rates Demystified: When and Why Safe Doesn’t Feel Safe Anymore

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How to Lose Money in Bonds

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Why We Prefer Individual Bonds

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Much Ado About Inflation

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Talent Report: Welcome Elly Zandee!

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2024 Guide to 529 Plans

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10 Key Points About 529 Plans

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Your Role as Power of Attorney: Managing Your Parents’ Affairs

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An Object in Motion (Can) Stay in Motion

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NPF Stars Rise: Heather Elve and Grace Van Dam

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Congratulating Dave Doppel: A Career Milestone and a New Role

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Strengthening Relationships Through Financial Trust

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Guess Again: A Review of 2023 and What to Expect for the Coming Year

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Sending Off Jay Wisentaner: Celebrating 15 Years

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NPF Investment Advisors unveils new offices in Downtown Grand Rapids

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2023 Year in Review

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IRS Contribution Limits

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Charitable Giving Strategies: Being Generous While Being Tax-Savvy

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2023 Quarterly Update – October

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Navigating Uncertainty: Managing Investments When the Future Is Unpredictable

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Talent Report: Dan Michaud

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Market Insight: Easy Come, Easy Go.

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Partner Profile: Tyler Bosgraaf

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Reflections on Risk and Risk Taking

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