Thematic investing strategies have been ramping up even in the face of a market downturn. Exchange’s Chief Investment Officer, Andrew Stewart, CFA, CAIA, helps Family Wealth Report contributor, Charles Paikert, outline what to be cautious of and which themes may be beneficial as long-term strategies.
Exchange Capital's Chief Investment Officer, Andrew Stewart, CFA, and Investment Advisor, Joseph Crowley, CFP®, join Very Ann Arbor Radio host, Danco Sotirovski, to discuss current market conditions, ECM's investment and planning philosophies, and our connection to our Ann Arbor home.
Bond yields are low, and investors have been left searching for alternative strategies to maintain diversification in their portfolios. Exchange Capital’s Chief Investment Officer, Andrew Stewart, CFA, helps US News and World Report Contributor, Barbara Friedberg, discuss what options might exist.
The officers and directors of Exchange Capital Management, Inc. are pleased to announce that Andrew Stewart, CFA, CAIA has been installed as a new equity partner.
Exchange Capital's Chief Investment Officer, Andrew Stewart, CFA, joins Lucy Ann Lance on WLBY Ann Arbor to discuss living your best financially, even when things are going badly.
Although the markets may be anxiety inducing, especially in times of increased volatility, it's important to remain calm and know the tools in your arsenal. Joseph Crowley, CFP® helps Business Insider contributor Jen Glantz outline the benefits SEP IRAs offer, even in down markets.
What's your favorite ticker? What can we expect in 2020? Exchange Capital's Chief Investment Officer, Andrew Stewart, CFA, answers these questions and more in this interview with Citywire's Isaiah Green, live from the 2020 Inside ETFs Conference.
Commission-free trading: is it favorable? Exchange Capital's Chief Investment Officer Andrew Stewart, CFA, logs-in to this debate with a cyber-simile explaining how cheaper is a good thing, even if the foolish among us ruin themselves with it.
There has been a lot of discussion surrounding the recent news of discount brokerages lowering their fees to $0 for stock and ETF trades. Our Chief Investment Officer, Andrew Stewart, CFA, discusses this topic and more, in a recent podcast.
Is your 401k taking on water? Exchange Capital Management's Chief Investment Officer, Andrew Stewart, CFA, helps US News & World Report, patch the holes in your retirement fund. Here are 7 Ways to seal the leaks in the USS 401k.
Crack the Code! Social Security's benefits can often be complicated and confusing. Exchange Capital decodes the intricacies of survivor benefits in this US News & World Report interview.
Portfolio Booster or Buster? Exchange Capital's Chief Investment Officer, Andrew Stewart, CFA, explores whether or not "enhanced" indexing is really worth the risk in this US News & World Report interview.
Exchange Capital Management's feature in Citywire's tour of the Midwest's brightest Registered Investment Advisors. We discuss our portfolio management tactics and the benefits of being an ensemble firm.
Exchange Capital's Chief Investment Officer, Andrew Stewart, CFA, assists Bloomberg in dissecting investment diversification, global exposure, and volatility.
What is our philosophy in managing client portfolios? Exchange Capital's Chief Investment Officer, Andrew Stewart, CFA, discusses how we create our model to guide fund allocation.
ECM's Chief Investment Officer, Andrew Stewart, CFA, chats with distinguished Wharton School of Business professor Jeremy Siegel and host Jeremy Schwartz about the upcoming sector re-classifications that will shift household names like Google, Facebook, Disney, and Comcast out of one sector and into another. Listen to the broadcast and learn how this "academic" exercise might have real consequences for individual investors.
Our Chief Investment Officer, Andrew Stewart, CFA, joins Reuters to weigh in on the upcoming sector re-classification, how we process these changes and ensure we are looking out for our clients' best interests as market classifications shift.
Exchange Capital Management has been recognized by Detroit Home Magazine for our breathtaking office design. Check out our award- winning space and the other DHDA winners now!
Exchange Capital's Managing Partner and Lead Advisor, Michael Reid, CFA, discusses his opinions on the technology behind electric vehicles, and its reliability, in this New York Times article.
Exchange Capital Management's Chief Investment Officer, Andrew Stewart, CFA, assits the New York Times in discussing Tesla's market behavior, specifically the automotive company's predisposition to volatility.
Not once, not twice, but three times in one week. Three youth sports programs in the Tampa Bay area were left scrambling after individuals embezzled thousands of dollars from the organizations that trusted them. In his interview with USA Today affiliate Eric Glasser, Michael Reid, CFA, discusses the ways in which little league organizations, even all the way down in Florida, can protect themselves and their assets.
After one of their own embezzled nearly a million dollars, Exchange Capital's, Michael Reid, CFA, helped rescue the Ann Arbor Hockey Association by stepping on as Vice President of the Board. In this interview with Emmy-Award winning journalist, Roger Weber of WDIV Detroit, Mike outlines concrete ways nonprofit sports organizations can protect themselves from these crimes that victimize kids.
When the Ann Arbor Hockey Association had a million dollars embezzled, Michael Reid, CFA, stepped in to help rescue the organization from insolvency. In this segment of ESPN's Outside the Lines, award-winning journalist, Steve Delsohn, interviews Mike where he explains how volunteer-led organizations can protect themselves.
Swindling. Cheating. Stealing...from kids. The former treasurer of the Ann Arbor Hockey Association is awaiting sentencing for felony embezzlement after she stole nearly a million dollars from the organization. To help steady the ship, Exchange Capital's own, Michael Reid, CFA, stepped in as the Vice President of the AAHA Board. In this Ann Arbor News op-ed, Mike helps contributor Pete Bigelow describe just how crippling this theft can be for the hockey-loving youth of Ann Arbor.
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