Candace HenryDec 29, 2023Wealth RedefinedA Year in Review: Top Novi Blogs of 2023As we bid farewell to 2023, it's time to reflect on a year that brought remarkable developments, challenges, and innovations across the...
Ryan M. Vogel, CFP®Sep 27, 2023Investment ManagementGot Any Good Stock Tips? Key Takeaways Investment speculation is futile. The stock market is efficient and rewards investors over time. Portfolio design is the...
Brenden Leese, CFP®Sep 20, 2023Wealth RedefinedMaking the Most of the (Credit) Cards You’re DealtKey Takeaways If you can’t pay off your cards in full, always pay off higher-interest-rate debt before lower-interest-rate debt. Managing...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Sep 6, 2023Tax OptimizationTrying to Time the Mortgage Market?Key Takeaways The Fed doesn’t set mortgage rates. Look to the 10-year Treasury for guidance. If life circumstances dictate a move, do the...
Ryan A. Dunn, CFP®Aug 30, 2023Tax OptimizationBorrowing Money for a Major Purchase? Call Us First.Key Takeaways Sometimes selling stock or other investable assets to raise cash for major purchases makes sense, but not always. Debt can...
Robert Dunn, CFP®Aug 23, 2023Wealth RedefinedAuthenticity In The Tech AgeKey Takeaways Details are so important when it comes to personal finance. Not every client has the same relationship with money—even many...