Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners

Call Directions Website Contact the business

Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners Private Wealth Managers. Bringing financial confidence to people in life transitions - GROW through it, don’t just GO through it! Member FINRA/SIPC.

Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

One investment gained 270 percent in the first five months of 2026. Two months later, it gave back 67 percent. 😳Why do s...
11/03/2026

One investment gained 270 percent in the first five months of 2026. Two months later, it gave back 67 percent. 😳

Why do smart people chase numbers like that? Psychologist Daniel Kahneman said it best: "Stories trump statistics." 🧠

A hot streak always comes with a story. The story is what sells. The math is what stings.

Riches to rags is an old pattern, and so is the reverse. When a return looks too good to be true, give the story the same scrutiny you'd give the number.

If a market headline has your attention, run it past us before it runs your portfolio. 💬

11/02/2026

Financial advice isn't just about your portfolio. 💡

10/30/2026

A diagnosis changes more than your health. Is your financial plan ready? 💡

10/28/2026

An inheritance without a plan can cost you more than you think. 👀

10/26/2026

Is financial anxiety quietly running your life? 😟

10/23/2026

DIY investing works — until one life change exposes every gap. 👀

10/21/2026

The real value of an advisor isn't the return. It's the confidence you could gain. 🧠💡

10/19/2026

Your company stock might be putting more than your portfolio at risk. 👀

10/16/2026

Severance does more than buy time. Here's what it needs to do for your retirement. 💼

10/14/2026

Emotions make financial decisions too — here's when to watch out. 👀

Address

200 E. Big Beaver Road
Troy, MI
48083

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12484574550

Alerts

Be the first to know and let us send you an email when Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners:

Shortcuts

Share

Nearby finance companies