As part of the SME Spotlight Series for MFC: We are pleased to present Shay Novak and Lendevity: Shay Novak President Shay Novak began his journey in the mortgage industry right out of college. He started out as an assistant to two loan officers, quickly learned the ins and outs of the industry, and got promoted...Read More

Charitable giving comes in many forms, and is a question I often receive from clients throughout the year. There are different ways to approach the discussion, and the option chosen depends on the “why” – is it for tax benefits, to help a particular organization, or to create a legacy for future generations? All of these...Read More

Hiring a financial advisor is hard, there are many niche terms like “fiduciary”, “best-interest”, “broker-dealer”,”fee-only,” and “advice-only”. While everyone seems to emphasize transparency and “client-first” approaches to planning, there are distinct differences amongst financial professionals that you, as a client, may not fully understand. How do you know which type of advisor is right for you?...Read More

The month of April not only marks the transition into the spring season, but it also represents special occasions such as Easter and April Fools Day. However, those who work in the financial services industry also recognize April as “Financial Literacy Month”. In 2004, Hawaii’s Senator Daniel Akaka submitted in the Senate (who agreed with unanimous...Read More

As part of the SME Spotlight Series for MFC: We are pleased to present Shay Novak and Lendevity: Shay Novak President Shay Novak began his journey in the mortgage industry right out of college. He started out as an assistant to two loan officers, quickly learned the ins and outs of the industry, and got promoted...Read More