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.
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.
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.
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.
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!
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.