A correction and a bounce. Last week, the Standard & Poor’s (S&P) 500 Index moved into correction territory. Read more in the #WeeklyMarketCommentary from #NovemGroup https://lnkd.in/eeNfpwKR
关于我们
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Novem Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group or Osaic and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results.
- 网站
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https://www.novemgroup.com
Novem Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Rochester,New York
- 类型
- 私人持股
- 创立
- 1994
- 领域
- Wealth Management、Individual Insurance、Retirement Plans和Fee-Based Investment Consulting
地点
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主要
350 Linden Oaks
Suite 140
US,New York,Rochester,14625
Novem Group员工
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Tosin Deju
Org Change Management ? Project Management ? Operational Excellence ? Leadership Development ? Speaker ? Writer ? Entrepreneur
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Andrew Gentile CFP, CLU, ChFC, CLTC, CLF, CDFA, AIF
Certified Financial Planner at Novem Group | Certified Divorce Financial Analyst at Fair Share Divorce Solutions
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Kaeri Carroll
Strategic IT Leader | Director of IT and Marketing | Expert in Operations and Vendor Management
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Cathy Gueli, CFP? CPFA?
Financial Advisor at Novem Group
动态
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The latest episode of the Novem Nexus podcast is here! In Episode 9 of Season 2, "Navigating Life’s Financial Transitions: Divorce, Loss, and Major Life Changes," host Greg Wagner highlights the importance of having a solid financial plan to navigate major life events like divorce, loss of a loved one, or inheritance and the roll this takes in a proactive approach to financial planning. Check it out on our website or your favorite podcast platform: https://lnkd.in/g-MPFDCu https://lnkd.in/g3qAWDJV https://lnkd.in/gYEQ-zWc https://lnkd.in/g-7gvXib https://lnkd.in/g-7gvXib
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? If your identity were stolen today, would you know what to do? ? We work hard to build and protect wealth—but cybercriminals work just as hard to steal it. Don’t wait until it’s too late. At our upcoming event, "Breached: A Guide to Protecting Yourself From Identity Theft," we’ll equip you with: ? Essential strategies to safeguard your identity ? Proactive steps to reduce your risk ? Actionable advice on what to do if you’re compromised ?? May 22nd @ 6 PM | ?? Pane Vino On the Avenue Seats are limited ??Contact your Advisor to RSVP now ?? and take control of your digital security. ??? #IdentityTheftProtection #Cybercrime #WealthManagement #FraudPrevention
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What do weather and investing have in common? Find out in the #WeeklyMarketCommentary from #NovemGroup https://lnkd.in/eUW_Ps5s
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?? Identity Theft is on the Rise – Are You Protected? ?? Your wealth makes you a target. Cybercriminals are getting more sophisticated, and identity theft can devastate your finances, reputation, and peace of mind. Join us for "Breached: A Guide to Protecting Yourself From Identity Theft", where we'll uncover: ?? The latest identity theft scams ?? How to safeguard your personal and financial information ?? Steps to take if your identity is compromised ?? May 22nd @ 6 PM | ?? Pane Vino On the Avenue Seats are limited ??Contact your Advisor to reserve your spot today! ?? #Cybersecurity #IdentityTheft #FinancialSecurity
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Is it supposed to be doing that? At the end of last year, economists believed the chance of a recession in 2025 was relatively low. Read more in the #WeeklyMarketCommentary from #NovemGroup https://lnkd.in/euPcvFyH
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The latest episode of the Novem Nexus podcast is here! In Episode 8 of Season 2, "Sustainable Spending: Balancing Financial Goals with Environmental Impact," host Greg Wagner discusses how individuals can make financial choices that support environmental sustainability while aligning with their financial goals. Check it out on our website or your favorite podcast platform: https://lnkd.in/emVfMJHk https://lnkd.in/evcegpwg https://lnkd.in/eeniuujK https://lnkd.in/emjQ7j9W
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A difference of opinion. Broadly speaking, there are two types of investors: individual investors and institutional investors. Read more in the #WeeklyMarketCommentary from #NovemGroup - https://lnkd.in/evan3EqV
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After rising for most of the week, stock markets lost momentum last Friday as economic data raised doubts about further Federal Reserve rate cuts... Read more in the #WeeklyMarketCommentary from #NovemGroup: https://lnkd.in/enyCjb3b
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The latest episode of the Novem Nexus podcast is here! In Episode 7 of Season 2, "Financial Planning for Entrepreneurs and Small Business Owners" host Greg Wagner dive into strategies tailored for business owners who balance their personal finances with business growth. Check it out on our website or your favorite podcast platform: https://lnkd.in/eNrgTDEB https://lnkd.in/ekJpXvCy https://lnkd.in/eSR2n8ds https://lnkd.in/eNhEphZW