Pursuing a better investment experience
Our analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their success.
The day has come. Your little baby has grown up and is now ready to leave the nest. He or she has graduated high school and the next big step is awaiting. Whether it’s college, a gap year, a year abroad or any other life adventure lies ahead, this time can be filled with much emotion for you and your child.
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.
June 27, 2018
We are proud to announce our 2018 selection as one of 150 Top Investment Firms in the United States. This is Siena Investment's 9th consecutive year being recognized on this elite list.
Read an exclusive interview with Stephen Hicks, Siena founder, about the why and how of this rare honor.
June 26, 2018
Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits.
June 13, 2018
Personal finance and investments are among the most complicated topics facing young adults. Following is advice for young adults in the key areas of saving money, paying off debt, purchasing a home, buying insurance and investing.
June 5, 2018
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many investors.
May 23, 2018
Thirty years ago, emerging markets made up only about 1% of world equity market capitalization, and just 18% of global GDP. As such, the ability to invest in emerging markets was limited—the few funds available were high-cost, actively managed funds.
May 10, 2018
January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act (TCJA).1 The muni market stabilized through April 2018, but uncertainty remains.
May 2, 2018
Interest rates have gone up relatively significantly this year. Figure 1 shows the increases in the one-, three-, five- and 10-year Treasury bond rates through April 18. While interest rates moves of these sizes have occurred a multitude of times in the history of the U.S. …
Top 150 Investment Firms In the United States
Since 2010, Siena has been nationally recognized on the list of 150 Top CPA Wealth Advisory Firms in the United States by Assets Under Management by Accounting Today magazine. Siena is included in the “100 Million Plus Club” classification on the list. We are one of only five investment advisory firms in Michigan on the 2018 list.
What makes us different
Fee-Only, Fiduciary Advisors
Our highly educated and experienced advisors provide fully integrated and individualized investment solutions. These solutions are implemented in a completely independent environment free of conflicts of interest, i.e. commissions.
Integrated Financial, Tax, Estate and Business Advisors
Siena Wealth Advisors develop individually designed long-term strategies for your entire financial, tax, estate and business matters.
Siena REtirement Plan Services
Siena retirement plan services helps businesses run their retirement plans differently. We place your success above all else. Put your employees' retirement goals within reach.
The Siena Advantage
Maximizing tax efficiency is essential. Siena develops strategies and focus fund selection to maximize deferral of capital gains and reduce your annual tax exposure.