top of page
CLIENT LOGIN
ABOUT
Our Story
Our Team
Our Mission
Client Stories
FINANCIAL PLANNING
Comprehensive Financial Planning
Our Planning Process
WEALTH MANAGEMENT
INSIGHTS
Quarterly Market Review
Blog
Helpful Sites
Credit Freeze
SUBSCRIBE
CONTACT
Call Us
Holistic Wealth Blog
All Posts
Wealth Redefined
Wealth Protection
Wealth Transfer
Investment Management
Tax Optimization
Our Lives
Video Content
Candace Henry
Jan 2
2 min read
A Year In Review: Top Novi Blogs of 2024
Devin Starr
Dec 4, 2024
4 min read
You May Be Well Off, But Are You Time Affluent? Buy Time, Boost Happiness.
Ryan M. Vogel, CFP®
Nov 13, 2024
4 min read
Protecting Your Wealth from Inflation
Ryan A. Dunn, CFP®
Sep 17, 2024
5 min read
Is Now the Time to Buy Gold?
Ryan M. Vogel, CFP®
Jun 18, 2024
5 min read
Teaching Kids About Saving, Investing, and Risk
Brenden Leese, CFP®
Apr 30, 2024
4 min read
If You’re Disciplined and Diversified, You’re Not Missing Out
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
Mar 6, 2024
4 min read
FOMO and the Illusion of Timing the Market
Daniel Satz, MS, CFP®
Jan 24, 2024
5 min read
Risky and Volatile: Decrypting the Hype Around Bitcoin ETFs
1
2
3
4
5
HOME
ABOUT
Our Team
Our Story
Our Mission
Client Stories
FINANCIAL PLANNING
Comprehensive Financial Planning
Our Planning Process
WEALTH MANAGEMENT
INSIGHTS
Quarterly Market Review
Blog
Helpful Sites
SUBSCRIBE
CONTACT
CLIENT LOGIN
bottom of page