Luke D. Russell, Upstream Investment Partners

07/04/2026

06/21/2026

06/02/2026

Today, I achieved a professional milestone that has been 11 years in the making.

It’s never been easy for me to pause and celebrate personal or professional accomplishments, but I wanted to take a moment to acknowledge this one — and more importantly, to thank the people who made it possible.

To my clients, thank you for your trust, confidence, and support over the years. It is a privilege to be part of your lives and financial journeys, and I’m incredibly grateful for the relationships that have been built along the way.

This milestone means a lot to me, but it’s also a reminder that growth is ongoing and there is always more to learn. I look forward to continuing to serve, grow, and help for many years to come. Thank you for the opportunity to serve!

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...