Luke D. Russell, Upstream Investment Partners

02/22/2026

https://www.yahoo.com/lifestyle/articles/stuff-parents-leave-behind-100000933.html

Millions will soon inherit a house full of sentimental items. Here's how to handle the emotions, conversations, and clutter with care.

04/24/2025

Stay on track during times of correction!

LPL Research highlights the importance of moving past peak policy uncertainty and what history implies about the shape of market recoveries.

02/17/2025

We had a great time delivering treats on Valentine's Day to my widowed clients. How wonderful to make an impact in people's lives!

06/12/2024

As kids head off to their next adventure, please put the power of attorney and health care directives in place for your adult children!

Families need to be aware of certain legal documents, such as a healthcare proxy, that should be in place before a student leaves for college.

03/20/2024

62% of households don’t have a simple will or plan. We now offer wills, trusts, and power of attorney documents. Please contact us to help get a plan!

02/15/2024

On Valentine's Day, I was out delivering a little something to some of my wonderful widow/widower clients. Such a small thing but it makes a big impact.

10 years ago I would take my kids along. Now I have Luna to help with deliveries.

01/17/2024

https://investwithluke.com/

Our new website has launched. Appreciate feedback. Thank you!

Our Services UPSTREAM INVESTMENT PARTNERS- Midland, MI + Advice Beyond Investing Our philosophy revolves around understanding that true financial success is about creating a roadmap for your entire financial future. From taxes and retirement plans to estate plans and beyond, we provide advice that c...

01/01/2024

So proud of our team! 2024 will be the best yet!

Recipients of NAIFA's National Quality Award Winner receive the mark of distinction in one of four practice management areas: life insurance, multiline, financial advising, and/or health and employee benefits. The award is given based on a combination of production levels that supports client retent...

07/12/2023

What an amazing day yesterday at our open house event! So wonderful to be a part of this great community!

07/01/2023

With so many going through transition right now in regards to employment, we are here to help with your retirement planning questions, investment account management and so much more. Please reach out for a free conversation about what could be best for you. Thank you for the opportunity to serve!

06/29/2023

Getting ready for our open house on Tuesday July 11th. Got to be a great event with lots of giveaways. Big thank you to all our supportive partners for the donations!