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
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
-
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.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.