Blue Chip Partners

Spend Confidently. Live without Regret.™

09/03/2026

🎓 What happens if your child or grandchild doesn’t use all the money in their 529 plan?

In some cases, a portion of those unused funds may be eligible to roll into a Roth IRA for the beneficiary, potentially giving them an early start on retirement savings.

▶️ Watch this Blue Chip Clip to learn the key rules, limits, and earned income requirements to know before making a move.

09/01/2026

🎓 What happens if you’ve spent years funding a 529, and the beneficiary ultimately doesn’t need all of it?

From choosing which education expenses to pay with 529 funds to considering options for money left over, there may be more flexibility than you think.

▶️ Watch our latest Blue Chip Chat: https://hubs.li/Q04vKKHf0

08/31/2026

Are you fully maximizing your executive compensation package?

Some corporate executives might overlook planning opportunities involving:

✅ Deferred compensation distribution elections
✅ Mega Backdoor Roth opportunities
✅ Concentrated company stock and Rule 10b5-1 plans

In our latest video, Dan Seder, CFA, CMT, CFP®, explains three areas executives may want to review before small decisions become expensive ones.

Watch now: https://hubs.li/Q04vLpF70

08/28/2026

The AI boom is often discussed as a stock market or technology story, but its impact may be showing up in the bond market.

In the latest episode of Blue Chip NOW!, Daniel Dusina, CFA, and Vince Parrack, CFA, discuss recent trade developments, oil prices, the Federal Reserve’s policy considerations, and factors that appear to be influencing long-term Treasury yields.

🎧 Listen on Spotify, Apple Podcasts, or YouTube Podcasts: https://hubs.li/Q04vHwYw0

08/21/2026

Blue Chip Partners was ranked #37 on Crain’s Detroit Business Best Places to Work in Michigan 2026 list, which was issued in August 2026 and covers the year 2026.

A few members of our team attended the event at Top Golf in Auburn Hills, where they were able to play throughout the day!

We’re proud to be recognized alongside organizations throughout Michigan that are committed to creating engaging and supportive workplaces. This recognition provides a meaningful opportunity to celebrate the people who contribute to our culture and help make Blue Chip Partners a rewarding place to build a career.

View the full list and methodology here: https://hubs.li/Q04tRDVq0

Blue Chip Partners has paid a fee to participate in the rankings and for licensing to reprint and distribute the results.

08/20/2026

Last week, we celebrated Blue Chip’s only August birthday girl with ooey-gooey, decadent brownies! 🍫🎉

The whole team was happy to indulge and “chat” with the Blue Chip Chats hostess as we helped her celebrate. 💬

Happy birthday, Gina! We hope you have a wonderful year filled with plenty of good talks and sweet moments! 💙

08/18/2026

We are happy to welcome Jonah Harris to the BCP Team! 👋

Jonah graduated from the Haworth College of Business at Western Michigan University with a degree in personal financial planning and was an active member of the Financial Services Association. He then interned at Raymond James and Verity Wealth Partners.

In his spare time, Jonah enjoys playing golf, skiing, and biking. ⛳⛷️🚲

Welcome, Jonah!🎉

08/14/2026

Higher inflation. A slowing labor market. And a Fed caught in the middle.

In the latest Blue Chip Now, Daniel Dusina, CFA and Matt Mondoux, CFA, CMT, CFP® unpack the economic “tug of war” facing the Federal Reserve and what the latest jobs, earnings, and energy developments may affect the economic outlook.

Plus: Big Tech earnings, AI spending, oil prices and the next CPI report.

🎧 Listen to the latest episode on Spotify, Apple Podcasts, or YouTube: https://hubs.li/Q04t2_m70

08/12/2026

Last week, our Community Engagement Committee set up shop at the annual CARES Duck Race and Family Fun Day, where we enjoyed connecting with local businesses and families from across the community. 🦆💙

We also painted our very own Blue Chip-themed duck for the Decoy Duck Race. While our feathered friend didn’t take home the win, we had a great time cheering him on!

More importantly, the annual event raises funds to support local families facing food insecurity and helps further the mission of CARES of Farmington Hills.

We’re grateful to have been part of a fun-filled day that brought the community together for an important cause.

08/11/2026

Normally, a new hire’s first day at Blue Chip includes lunch with a few members of their department, but yesterday was a Blue Chip first: we welcomed THREE new team members on the same day! 🎉

To mark the occasion, we gathered for a company-wide Chipotle luncheon and gave Dylan Stockwell, Jonah Harris, and Keely McLeod warm welcome. We’re excited to have you on the team! 💙🌯

Address

38505 Country Club Drive Suite 150
Farmington Hills, MI
48331

Website

https://www.bluechippartners.com/

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