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...
Ryan M. Vogel, CFP®Nov 29, 2023Investment ManagementFamiliarity Bias: Danger of Investing in Only What You KnowKey Takeaways The stock market does not reward investors with higher returns for loyalty or familiarity. Invest in what aligns with your...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Nov 28, 2023Wealth ProtectionHow Secure Is Your Financial Information Online?Key Takeaways Once hackers obtain the login to your account, they can wire money to themselves in a matter of seconds -- without having...