David Brunelle - North Pointe Wealth Management

As we welcome 2026, please note that both the markets and our office are closed tomorrow, Wednesday, January 1, in observance of the holiday.
A new year is the perfect time to reset, refocus, and realign your financial goals.

Merry Christmas!
Wishing you peace, joy, and meaningful moments with those you love.
Please note that both the markets and our office are closed today, Wednesday, December 25, in observance of the holiday.

Americans plan to spend an average of $2,800 this holiday season—up more than $1,000 from last year. Tariffs and lingering high prices have 62% of shoppers changing how they shop.

Holiday Budgets Are Rising. See How Your Spending Compares Americans plan to spend an average of $2,800 this holiday season—an increase of more than $1,000 from last year. Tariffs and lingering high prices are prompting 62% of shoppers to change how they shop.

The percentage of the IRA that must be distributed as an RMD rises each year.

Shrewd retirees can turn the tables and change RMDs from burdens into opportunities.

How To Slash The Burdens Of IRA Required Minimum Distributions Required minimum distributions from IRAs and 401(k)s can become a major tax burden during retirement, but you can reduce the burden.

As Warren Buffett prepares for retirement, his legacy offers timeless lessons for investors. Whether you agree with all of them or not, these 10 takeaways from his legendary career are worth a closer look.

Warren Buffett Turned 95. 10 of His Biggest Investing Lessons. Berkshire Hathaway’s CEO is marking a milestone. These takeaways from his long career are worth considering.

Lower your taxable income. Boost long-term growth. Invest in your future. 💼📈
2025 retirement limits:
• 401(k): $23,000
• Catch-up: $7,500 (50+) & $11,250 (ages 60–63)
• IRA: $7,000 (+$1,000 catch-up)

Gratitude looks good on everyone. 🧡🍂 This Thanksgiving, we’re thankful for family, friends, and the little moments that make life sweet.
In observance of the holiday, both the markets and our office are closed today, Thursday, November 27.

The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities, and seeking out the guidance of a financial professional could help you make the best choice for you.

Creating a Legacy of Change through Charitable Giving The idea of giving today is fueled by the desire to improve society. Different people are motivated by various charitable giving opportunities and seeking out the guidance of a financial professional could help you become better educated on which type would work for you.

As we approach Thanksgiving and gather with family, it’s worth remembering that the most meaningful conversations aren’t always easy—but they matter. Talking about retirement plans now can bring clarity, connection, and peace of mind for the road ahead.

When Life Changes, Your Estate Plan Should Too Understanding when and why to review your estate plan can mean the difference between your wishes being honored and your family facing unnecessary complications during an already difficult time.

Year-End Giving Should Go Big or Spread it Out? Infographic One question that often emerges regarding charitable donations is: should you spread out donations throughout the year or give all at once? Discover more about both methods.

Philanthropy without a plan is like investing without a strategy. You might get lucky, but odds are you’ll miss opportunities and waste resources.

Why Every Wealthy Family Needs A Giving Plan (Before It’s Too Late) Transform family philanthropy from scattered giving to lasting impact. Learn how a clear giving plan builds legacy, alignment, and purposeful generosity.

Let’s talk tax-loss harvesting. 📉💡
Sell underperforming assets to offset gains & reduce taxable income—without derailing your long-term plan.
✅ Offset capital gains
✅ Reduce up to $3K of ordinary income
✅ Stay invested smartly