Telemus

01/22/2026

We are now a part of Focus Partners Wealth! This partnership allows us to bring even more resources, capabilities, and tailored strategies to better serve your financial goals. Follow along at our new handle, Focus Partners Wealth. https://www.focuspartners.com

11/20/2025

The new year is near—and so is our next chapter.

In early 2026, Telemus will proudly operate under our new name and branding - Focus Partners Wealth! This rebranding represents more than a name change — it marks a formal unification of Telemus and Kovitz with our sister firm, Focus Partners Wealth, combining our strengths to better serve you and your financial goals.

Here’s what you can expect:

✅ Your advisory team will not change as a result of this combination
✅ New name, same commitment to your goals
✅ Automatic redirect to our new website
✅ Updated email addresses (but your current contacts still work)
✅ More content—newsletters, commentary, podcasts
✅ Enhanced resources and additional service offerings

Starting in 2026, we’ll begin posting solely from Focus Partners Wealth. Be sure to follow us for firm news, market commentary, and helpful content.

Thank you for your continued trust—we’re looking forward to what’s ahead!

10/29/2025

We’re pleased to share a significant milestone in our firm’s journey. As you may remember, we joined Kovitz in 2024 with the understanding that further changes would follow to reflect our evolution. That moment has arrived.

Starting early 2026, we’ll proudly operate as Focus Partners Wealth — a formal unification with our sister firm that brings together deeper expertise, broader capabilities, and greater bench strength with the goal to better serve you.

This unification reflects our commitment to delivering a more powerful, client-centric experience — which we believe allows us to continue preserving the boutique feel and personalized attention you’ve come to expect.

Thank you for your continued trust — we’re excited for what’s ahead. Be sure to follow Focus Partners Wealth so you don’t miss future updates.

10/20/2025

After years of U.S. stock market dominance, shifting global dynamics are creating new opportunities overseas. From attractive valuations to emerging market growth, international investing could play a powerful role in building more balanced, resilient portfolios.

🔗 Read the full article: https://bit.ly/4nabG0F

07/22/2025

As inflation cools and growth slows, the Fed may shift from pause to pivot in late 2025. Markets expect 1–2 quarter-point cuts by year’s end, but data will drive the timing. What could this mean for borrowers, savers, and investors? Let’s explore. https://bit.ly/4lDGxmd

05/23/2025

Why pay a 1% fee when you can invest in the S&P 500? Because real wealth management is more than returns—it's guidance, planning, and peace of mind. We'll help you stay on track, even when markets derail.

Is paying a 1% fee for a wealth manager worth it? Discover the value of personalized financial planning vs DIY investing in the S&P 500.

04/24/2025

📊 Market Insights with Jason Petitte

We know it’s a Q1 commentary—but April’s events were just too big to ignore. Jason Petitte breaks down what really moved markets in early 2025.

👉 Read now and stay tuned for Core Equity and Fixed Income later this week.
https://hubs.ly/Q03jCcVC0

04/23/2025

Happy Administrative Professionals Day! 🎉 Today we celebrate the incredible admins who keep everything running smoothly. Your hard work, organization, and dedication don’t go unnoticed—thank you! 💼✨

04/11/2025

We’re proud to share some exciting news: Lyle Wolberg, CFP® has once again been named one of the top wealth advisors in Michigan on the Forbes/SHOOK Best-in-State Wealth Advisors list for 2025.

https://bit.ly/4j4P9kL

10/10/2024

We are proud to announce that as part of the Kovitz family, we've been recognized on the Forbes List of Top RIA's for 2024! This achievement makes us even more grateful to our incredible clients and dedicated teammates. Thank you for your continued trust and support!

“We are incredibly honored to once again be recognized by Forbes as one of America’s Top RIA Firms. This recognition highlights our team's dedication, expertise, and the trust our clients place in us. We are thankful to our clients for their continued trust and our dedicated staff whose hard work and commitment have made this achievement possible.”
Mitch Kovitz, CEO of Kovitz

Press | Kovitz Recognized on the Forbes 2024 List of Top RIA Firms for Second Consecutive Year

This accolade comes at an exciting time for Kovitz, as six firms have joined the team this year, with a seventh on the horizon.

08/28/2024

Are you prepared for the sunset of the Tax Cuts and Jobs Act in 2025?

The TCJA nearly doubled the gift and estate tax exclusions, presenting a unique opportunity for High Net Worth Individuals (HNWIs) to transfer more wealth. But with the exclusion set to expire soon, now is the time to act!

Key questions to consider:
1. How will this impact my long-term goals?
2. What is the appropriate amount to transfer?

Working with an advisor ensures you and your loved ones are well-prepared for the future.

Get our Estate Planning & Tax Update to learn more now! https://hubs.ly/Q02MSTxM0

08/07/2024

Market insights for the 2024 Presidential Election reveal that stock markets typically rise before and after elections, largely ignoring the race for the White House. Despite attention-grabbing headlines and political drama, a century of stock returns shows that investment portfolios are generally unaffected by political events. Analysis of market performance under different presidential and congressional party combinations also highlights surprising results, underscoring the complex and often unpredictable relationship between politics and market behavior.

Special Report: Market Insights For The 2024 Presidential Election

Market insights for the 2024 Presidential Election reveal that stock markets typically rise before and after elections, largely ignoring the race for the White House.