Ryan A. Dunn, CFP®Mar 30, 2022Investment ManagementMarch Madness Investing Lessons Key Takeaways As with investing, past performance does not guarantee future success in the NCAA basketball tournament. Don’t succumb to...
Robert Dunn, CFP®Mar 23, 2022Wealth RedefinedWhich Type of Advisor Is Right for You? Key Takeaways Everyone’s calling themselves a “financial planner” these days. Most are not. Here’s what to look for in a true fiduciary...
Brenden Leese, CFP®Feb 23, 2022Wealth RedefinedHigh Earner, Not Rich Yet? Key Takeaways At your young age, you earn substantially more than most Americans. Why aren’t you feeling wealthy? Are your graduate...
Ryan M. Vogel, CFP®Jan 5, 2022Wealth ProtectionIntra-Family Loans and Other Advantages of Keeping Money in the Family Key Takeaways In today’s low-interest rate environment, think about being a lender, not just an investor. Intra-family loans can be a...
Novi Wealth PartnersDec 30, 2021Wealth RedefinedA Year In Review: Top Novi Blogs of 2021 Despite a year of COVID variants, supply chain disruptions, rising inflation and legislative gridlock, 2021 saw another strong bull...