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...
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...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Dec 22, 2021Wealth ProtectionIs Now the Time to Consider Used or Electric Cars?Key Takeaways Labor shortages and supply chain disruptions continue to limit the supply of new and used vehicles on the market. Can’t...
Brenden Leese, CFP®Dec 14, 2021Wealth ProtectionDo Health Savings Accounts Make Sense for You (and Your Adult Children)? Key Takeaways Healthcare costs are rising substantially faster than wages (and inflation). Health Savings Accounts (HSAs) allow you to...
Robert Dunn, CFP®Dec 9, 2021Are You Vulnerable to Ghost Taxes? Now is the time of year when funds are declaring dividend and capital gains. Don’t just ignore the announcements