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Blogs

A teenager holding a yellow and blue longboard talking to her friend
Deanna Dominguez | Jun 26, 2024

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Digital art of a lawyer standing next to a large document and gavel.
Deanna Dominguez | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Deanna Dominguez | Jun 17, 2024

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Deanna Dominguez | Jun 15, 2024

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Deanna Dominguez | Jun 12, 2024

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
A couple working in their kitchen together
Deanna Dominguez | Jun 10, 2024

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Deanna Dominguez | Jun 8, 2024

June 2024 Outlook

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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Deanna Dominguez | Jun 8, 2024

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Deanna Dominguez | Jun 5, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

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

Read More
Hand holding a large bundle of balloons
Deanna Dominguez | Jun 3, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Hand holding a page with several charts on it
Deanna Dominguez | Jun 1, 2024

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Deanna Dominguez | May 29, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More

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Locations

634 N. Santa Cruz Ave. Suite 114
Los Gatos, CA 95008

16 N. Marengo Ave. Suite 500
Pasadena, CA 91101

Contact Info

E | connect@novuswg.com

     

Los Gatos
P | 408-395-1510

Pasadena
P | 626-289-8974

Securities and Advisory Services offered through Cadaret Grant & Co. Inc. a Registered Investment Advisor, and Member FINRA/SIPC. Novus Wealth Group and Cadaret Grant & Co. Inc. are separate entities.

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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