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
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
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.
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.