Ryan A. Dunn, CFP®Dec 8, 2021America's Great Resignation: Is Now the Time to do an IRA Rollover?Key Takeaways Businesses of all kinds are having trouble finding workers nowadays. But, one of the most surprising stats for me in the...
Robert Dunn, CFP®Nov 17, 2021Investment ManagementDon’t Let Market Volatility Disrupt Your Long-Term PlanKey Takeaways The stock market by nature is volatile. The sooner you accept that, the sooner you can move on and take prudent risk to...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Oct 27, 2021Investment ManagementDo You Have Enough Risk in Your Portfolio?Flying is an anxiety-inducing activity for many people. I admit I’m a nervous flyer myself. However, whenever I’m in a plane, I rely on...
Novi Wealth PartnersSep 28, 2021What if We Don’t Raise the Debt Ceiling? The news media, in its coverage of the Congressional debate over raising the debt ceiling, has alarmed its readers and viewers with terms...
Robert Dunn, CFP®Sep 15, 2021Tax OptimizationTax Landscape Is Changing Key Takeaways While the Biden tax plan is yet to be passed, affluent and successful people will most likely be paying more, not less, in...