Devin StarrFeb 6Wealth RedefinedRedeeming Credit Card Reward PointsKey Takeaways It’s great you’ve accumulated enough reward points to go around the world several times. However, it can be difficult to...
Ryan A. Dunn, CFP®Jan 30Wealth ProtectionIs Pet Insurance For You?Key Takeaways If you felt sticker shock the last time you visited the vet, you’re not alone. Like all forms of insurance, pet insurance...
Daniel Satz, MS, CFP®Jan 24Investment ManagementRisky and Volatile: Decrypting the Hype Around Bitcoin ETFsKey Takeaways Our opinion about cryptocurrency hasn’t changed despite the recent regulatory approval of Bitcoin ETFs. This asset class is...
Ryan M. Vogel, CFP®Jan 10Investment ManagementHindsight BiasKey Takeaways How often have you looked back at an event and told yourself “I knew it” -- even if you didn’t act on that prediction?...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jan 3Wealth ProtectionFinding a Trustee for Your Kids When You Don’t Have a Close Sibling or Relative to Count OnKey Takeaways Assigning a trustee to look over your children's interests when you’re gone should not be taken lightly. Not everyone has a...
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...