Daniel Satz, MS, CFP®Jan 24Investment ManagementRisky and Volatile: Decrypting the Hype Around Bitcoin ETFsKey Takeaways Our opinion about cryptocurrency hasn’t changed despite the recent regulatory approval of Bitcoin ETFs. This asset class is...
Ryan A. Dunn, CFP®Mar 1, 2023Investment ManagementCrypto Lessons From 2022 Key Takeaways Did we learn anything from the meltdowns and extreme volatility of 2022? Crypto is not well-regulated and hasn’t proven...
Candace HenryDec 29, 2022Wealth RedefinedA Year In Review: Top Novi Blogs of 2022 2022 was a year of COVID variants lingering, supply constraints continuing, and the highest inflation we’ve seen in 40 years plus the...
Brenden Leese, CFP®Dec 7, 2022Wealth RedefinedHow Your Kids' Use of Credit Impacts You Key Takeaways Your credit score is crucial when it comes time to make big purchases in your life. Know how to correct discrepancies and...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Oct 5, 2022Investment ManagementIs It Time to Buy Gold? Key Takeaways Despite what you may have heard, gold has had a mixed track record as an inflation hedge. During recessions, gold has...