OUR SERVICES
.
Novus Advisors App
With the new Android and iPhone app
you can easily check on your investments
from anywhere.
Download iOS App
Download Android App
EVERYTHING IN ONE PLACE
All your investment accounts in one place.
CHECK YOUR PERFORMANCE
Check on your investments from anywhere, easily.
MARKET INSIGHTS
Find commentary and get exclusive
market insights.
Newsletters
-
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
-
REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?