Bloom University

Welcome to Bloom University. In this section, we have a variety of information on all aspects of investing, tax and estate planning. To read one of the articles, click on a particular section that interests you and then click on the article. It's that easy to begin your financial education.

In addition, we also provide you with important free estate planning forms you can download, including the Michigan Statutory Will, Declaration of Medical Care and the HIPAA Release Form.

Just click on the section that interests you, and download the articles you want to read. It's that easy to begin your financial education at Bloom University.

Investing and Financial Planning

Information and articles on all aspects of investing and retirement planning.

Estate Planning

Free estate planning forms and articles on all aspects of the estate planning process.

Tax Planning

Tips, articles and information to help you understand how to keep more of money in your pocket.

401(k) Advisory Center

Bloom Asset Management’s investment recommendations for some area companies 401(k) plans.

Saving For College

Articles and important information to help you understand the best ways to save for your children’s or grandchildren’s college expenses.

Weekly Market Statistics

Please look for our Market Statistics updated each week

Monthly Economic Chart

Please watch for our Chart and exclusive Bloom Perspective updated each month.

Bloom Investment Committee Commentary

Bloom Investment Committee review of current and future market situations (Formerly known as Investment Committee Minutes)

Financial Website Links

Check back regularly to reference our frequently updated list of helpful and informative financial web-sites recommended by Rick Bloom!