Robert Dunn, CFP®Mar 20Wealth RedefinedWhat Parenting Has Taught Me About Being a Better AdvisorKey Takeaways Please note: I am aware I am making a comparison of grown adults to children. This is not saying adults can act like...
Ryan M. Vogel, CFP®Mar 13Investment ManagementDon’t Let Anchoring Derail Your Financial PlanKey Takeaways Too many investors fixate on a specific round number such as a stock price or 401(k) balance instead of on their long-term...
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?...
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 A. Dunn, CFP®Dec 20, 2023Paying Off the Mortgage Early? Wait.Key Takeaways It’s always better to pay off high interest debt before paying off low-interest debt. If you have a low fixed-rate...
Robert Dunn, CFP®Dec 13, 2023Investment ManagementBack to Basics: Diversification and Time in the MarketKey Takeaways Today’s temptingly high rates on CDs and money markets are not likely to last. Research shows bad timing costs fund...