Ryan A. Dunn, CFP®Jul 12, 2023Wealth RedefinedBack to Basics: Bonds Key Takeaways Bonds have many benefits in your portfolio including diversification, volatility dampening, and a hedge against stock...
Ryan A. Dunn, CFP®Jun 14, 2023Wealth RedefinedSitting on Too Much Cash? Critically Assessing Your Emergency Fund Needs Key Takeaways After a decade of low interest rates, there are now multiple options to get a good return on your cash. If considering a...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 29, 2023Wealth ProtectionStressed Banking Sector - Should I Worry?Key Takeaways The global financial crisis taught us that mismanaged banks are susceptible to failure. Deposits up to $250,000 and...
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...
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....