Blue Chip Partners

10/15/2026

Please join us in welcoming Keely McLeod to the Blue Chip team! 💙

Keely brings experience in business management, research, operations, and organizational leadership. She earned both her Bachelor of Science in Biology, Health, and Society and her Master of Business Management from the University of Michigan.Ⓜ️💛

Outside the office, Keely enjoys skiing at Boyne Mountain, boating on Lake Charlevoix, trying new recipes, and exploring new places with family and friends. A lifelong love of ski weekends up north has given her some of her favorite memories, and come football season, you can find her cheering on the Wolverines at home games!🚤⛷️🏈

We’re happy to have you here, Keely!🎉

10/14/2026

A few members of our Blue Chip Partners team headed to St. John’s Resort in Plymouth last week for learning, connection, and a little friendly competition!

The FPA of Michigan festivities kicked off with the 6th Annual Drive for the Future Putting Party and Fundraiser, supporting scholarships for future financial planning professionals. Our team also attended the Annual Symposium, where industry professionals gathered to exchange ideas, explore new developments, and gain fresh perspectives on supporting clients. ⛳🎓💼

A great opportunity to continue learning while supporting the next generation of our profession!

10/13/2026

When should you start thinking about Medicare?

In Episode 1 of our new 4-part Medicare series, Dan Seder CFA, CMT, CFP, and Anthony Fracchia of Altruis Advisor Group break down the Medicare timeline, from when to start planning to key enrollment considerations.

They discuss:
✅When to start preparing for Medicare
✅How employer coverage can affect your timeline
✅Medicare and Social Security
✅Common enrollment mistakes to be aware of
✅Key milestones as you approach age 65

📽️Watch Episode 1: https://hubs.li/Q04z_XKv0
⚕️Download the Medicare Timeline: https://hubs.li/Q04z_Y820

10/12/2026

Fall is in full swing at BCP, where we celebrated our only October birthday with fresh donuts, apple c***r from the c***r mill, and festive pumpkin muffins and cake pops! 🍂🍎🎃

Happy birthday to our founder, Robert! We're thankful you have built a workplace where we can have fun together and enjoy moments like these. We hope your year ahead is filled with good health, happiness, and plenty of reasons to celebrate! 🎉🎈

10/09/2026

The economy, stocks and bonds are all adjusting to a higher-rate environment, but the story might not be what you expect.

In the latest Quarterly Edge, we break down the major themes shaping Q4, including:

✓ The strength of the U.S. consumer
✓ S&P 500 earnings growth
✓ Fed rate hikes and shifting market leadership
✓ Higher yields and opportunities in fixed income
✓ More than $7 trillion sitting in money market funds

Watch or listen to the latest episode for our perspective on the economy and markets heading into Q4: https://hubs.ly/Q04zKPry0

10/05/2026

Last week, Blue Chip rolled up their sleeves for Life Remodeled’s Six Day Project in Detroit! Our team helped pick up trash, tackle yardwork, and clear overgrown areas around homes and vacant lots.

It was rewarding to see the difference a few hours of teamwork could make and know our efforts were contributing to cleaner, more welcoming neighborhoods in our community.

Thank you to Life Remodeled for organizing the project and to everyone who joined us and put in the work!

Learn more about the Six Day Project: https://liferemodeled.org/projects/

09/25/2026

The Fed just raised rates for the first time since 2023. So what could higher rates mean for markets?

In the latest episode of Blue Chip NOW!, Vince Parrack, CFA and Matt Mondoux, CFA, CMT, CFP® break down five themes they’re watching:

📈 The Fed’s latest rate hike
🏦 10-year Treasury yields above 5%
🛢️ Oil prices above $100
📊 Sticky inflation
🤖 Growing scrutiny around AI spending and tech valuations

Plus, they discuss what could shape the Fed’s path from here and why the cost of capital matters for the AI trade.

🎧 Listen to the latest episode of Blue Chip NOW! on your preferred podcast platform or YouTube: https://hubs.li/Q04yj_QW0

The Fed just raised interest rates for the first time since 2023, a...

09/17/2026

We are happy to welcome Dylan Stockwell to the BCP Team! 👋

Dylan graduated from Michigan State University with a bachelor’s degree in finance. Before joining Blue Chip Partners as an Associate Financial Advisor, he worked as an Engagement Financial Advisor at a large professional services firm, where he helped the firm’s partners navigate and manage complex financial situations.

In his spare time, he enjoys golfing, exploring Detroit’s restaurants and neighborhoods, discovering new speakeasies, and spending time with friends and family. ⛳🏙️

Welcome, Dylan! 🎉

09/16/2026

Monday’s crisp weather set the perfect scene for our September birthday celebration! 🍎🍂

We treated the team to a build-your-own candy apple bar, complete with caramel, hot fudge, and marshmallow fluff, plus plenty of toppings including crushed Oreos and graham crackers, mini chocolate chips and M&M’s, and pretzels.

Happy birthday to Jen, Jonah, and Linda! We hope you enjoyed your sweet celebration! 🎉

09/15/2026

🎉 Please join us in congratulating Mitchell Kahl, CFP® on earning the CERTIFIED FINANCIAL PLANNER® certification!

Mitchell joined Blue Chip Partners in 2025 as an Associate Financial Advisor. Since then, he has continued expanding his financial planning knowledge and gaining experience while supporting our team and the clients we serve. This achievement marks an exciting next step in his career and reflects the dedication he has shown to his professional development.

The CFP® certification requires extensive coursework across financial planning disciplines, successful completion of a rigorous exam and fulfillment of the CFP Board’s experience and ethical standards.

“Earning the CFP® certification helped broaden the way I think about financial advice. The preparation was challenging and pushed me to deepen my knowledge across the technical areas of planning. It also reinforced how important it is to understand the goals, behaviors, and perspectives that shape each financial decision. I’m thankful for everyone who supported me throughout the process and look forward to using what I have learned to help clients achieve their financial goals.” – Mitchell Kahl, CFP®

We are proud to have Mitchell on our team and look forward to seeing him continue to grow in his career. Congratulations, Mitchell! 👏

CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.