Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 22, 2023Wealth TransferRecently Come into a Lot of Money? Key Takeaways Receiving a large sum of money can be just as stressful as losing lots of money. Give yourself at least a year to get your...
Ryan M. Vogel, CFP®Mar 16, 2023Our LivesNovi’s Perspective On The Recent Events Involving Our Global Banking System The collapse of Silicon Valley Bank last week has understandably caused some concern among investors over the past few days. The collapse...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 10, 2023Our LivesWith So Much Focus on Building and Preserving Wealth; It’s Easy to Neglect Your HealthKey Takeaways We spend an inordinate amount of time focusing on careers and our financial lives, but not enough on our mental and...
Brenden Leese, CFP®Feb 22, 2023Did You Fulfill Your New Year’s Resolution of Updating Your Estate Plan? Key Takeaways Nobody enjoys planning for their end of life, but you owe it to your heirs and beneficiaries to make sure your estate and...
Robert Dunn, CFP®Feb 15, 2023Investment ManagementArtificial Intelligence Is No Substitute for Human Advice Key Takeaways There are some great uses of AI in our profession, but it should be used to supplement (not replace) expert human advice....