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...
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...
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...
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...