Robert Dunn, CFP®May 13, 2021Wealth RedefinedDon’t Overreact to Proposed Tax ChangesYou will most likely have a change to your tax bill under the Biden Administration. But, if you keep you cool and stick to your plan, the ta
Abigail ScardellettiMar 31, 2021Wealth RedefinedHERstory: A Timeline of Events for Women and FinanceWhether it’s the pandemic, politics, or women breaking glass ceilings, it seems to feel like we wake up to see that we are living yet...
Robert Dunn, CFP®Dec 9, 2020Tax OptimizationEnd of Year Financial Planning: Using the SECURE and CARES Acts to Your Advantage Two new tax acts were delivered in the past 12 months: The SECURE Act and the CARES Act. If you are aware of the changes to individual...
Novi Wealth PartnersApr 15, 2020Investment Management4 Things To Do In A Volatile MarketBy Novi Wealth Partners No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and...
Novi Wealth PartnersMar 16, 2020Investment ManagementThe Wild Week that WasWe are not usually engaged in providing weekly market commentary, but I felt it prudent to bring attention to a philosophy that we...