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Portfolio Trading and Enrolled Agent
While working at Hope College, Mike decided to take an accounting class to learn how to manage his retirement accounts. One class led to another, and in May of 2015, he graduated from Hope College with a bachelor’s degree in accounting. Mike works in the trading and research department at LVZ Advisors and spends tax season preparing returns for Lorence & Vander Zwart as an Agent enrolled to practice before the Internal Revenue Service.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
Investment advisory services offered through LVZ Advisors, Inc. LVZ Advisors, Inc. is doing business as Lorence & Vander Zwart. For more information, see our disclosures page.
The portfolio strategies discussed here are designed to rotate in and out of various asset classes and sectors of the market. It is possible that trading activity could result in a taxable event to the investor and result in an indirect cost to the investor. The information provided does not constitute investment advice and is not an offering or solicitation to buy or sell any security or product. Past performance is not indicative of future results.
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