David Brunelle - North Pointe Wealth Management

12/31/2025

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.

12/25/2025

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.

12/23/2025

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.

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.

12/16/2025

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.

Required minimum distributions from IRAs and 401(k)s can become a major tax burden during retirement, but you can reduce the burden.

12/04/2025

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.

Berkshire Hathaway’s CEO is marking a milestone. These takeaways from his long career are worth considering.

12/03/2025

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)

11/27/2025

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.

11/24/2025

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.

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.

11/20/2025

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.

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.

11/18/2025

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.

11/18/2025

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

Transform family philanthropy from scattered giving to lasting impact. Learn how a clear giving plan builds legacy, alignment, and purposeful generosity.

11/13/2025

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