Media
Featured Publications and Media Highlights
Read the most recent Saugatuck Financial related press here:
Should Investors Add Private Credit to Their Fixed Income?
By Luke Andriuk
Worth Feature: Saugatuck Financial Partner, Justin Charise, joins Worth CEO Juliet Scott-Croxford as an expert panelist to discuss the potential planning implications of a Biden win in the November 2020 election.
April 2020: The Top Questions Investment Advisors Are Getting Asked Right Now
Featuring Justin Charise
March 2019: Worth Video Feature. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.
March 28, 2017: Which tax-efficient investing strategies should your advisor be considering?
By Justin Charise, CFP