We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
At Novus, we’re constantly monitoring the economy, the markets, investment trends and global updates that might impact the choices we make. Sharing these insights with you is important to us: We believe the more knowledge you have, the more confident you are about your financial situation.
If you have any questions or comments, let us know! We’d love to hear your feedback.
How many of your financial choices are based purely on logic?
It could be fewer than you think.
That’s because most of us make money decisions with our emotions
As we close out 2024, now is the time to finalize any last-minute tax moves and ensure you’re ready for a fresh start in 2025. This month, we’re discussing
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
Inflation can feel inescapable these days.
For most of us, it also feels like inflation is higher and more persistent than
Can you relate to any of the following?
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
Surprisingly, this frequently made mistake might already be on your doorstep. A
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
