Ryan M. Vogel, CFP®May 4, 2022Investment ManagementBeware of Sales Pitches That Prey on Fear and Volatility Key Takeaways Annuities sound attractive in theory, but they can be loaded with hidden and confusing fees. Annuities can be punishing if...
Brenden Leese, CFP®Apr 27, 2022Investment ManagementStick with Your PlanKey Takeaways A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets in the future. Don’t...
Ryan A. Dunn, CFP®Mar 30, 2022Investment ManagementMarch Madness Investing Lessons Key Takeaways As with investing, past performance does not guarantee future success in the NCAA basketball tournament. Don’t succumb to...
Robert Dunn, CFP®Jan 26, 2022Investment ManagementTime to Rebalance Your PortfolioKey Takeaways With the remarkable growth of equities in recent years, your portfolio may be more heavily tilted to stocks (and...
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...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Aug 18, 2021Wealth RedefinedInflation Is Back. Will It Last? Key Takeaways Today’s inflation is not a repeat of the 1970s. Now is not the time to let the headlines or emotion distract you from your...