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If You’re Disciplined and Diversified, You’re Not Missing Out

Brenden Leese, CFP®

Apr 30, 20244 min read

If You’re Disciplined and Diversified, You’re Not Missing Out

27

Transition an Overfunded 529 Account to a Roth IRA

Brenden Leese, CFP®

Apr 26, 20243 min read

Transition an Overfunded 529 Account to a Roth IRA

34

Need A Break from Work, But Not Ready To Retire?

Brenden Leese, CFP®

Mar 27, 20245 min read

Need A Break from Work, But Not Ready To Retire?

45

Don’t Let Anchoring Derail Your Financial Plan

Ryan M. Vogel, CFP®

Mar 13, 20244 min read

Don’t Let Anchoring Derail Your Financial Plan

40

FOMO and the Illusion of Timing the Market

Daniel H. Satz, MS, CFP®

Mar 6, 20244 min read

FOMO and the Illusion of Timing the Market

36

Risky and Volatile: Decrypting the Hype Around Bitcoin ETFs

Daniel Satz, MS, CFP®

Jan 24, 20245 min read

Risky and Volatile: Decrypting the Hype Around Bitcoin ETFs

38

Hindsight Bias

Ryan M. Vogel, CFP®

Jan 10, 20244 min read

Hindsight Bias

33

A Year in Review: Top Novi Blogs of 2023

Candace Henry

Dec 29, 20234 min read

A Year in Review: Top Novi Blogs of 2023

20

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