Wealth, Health, & Happiness
Are you a happy person? Do you wish you could be happier? Would you like to learn how? In my most recent Wealth, Health, & Happiness interview series, I had the pleasure of interviewing Kim Strobel, the happiness coach. Happiness has been a big driver for me on the financial planning journey. Having one of the coolest titles ever (happiness coach), Kim teaches individuals and companies how to maximize their happiness.
READ MORE...
Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!
For starters, SPAC stands for Special Purpose Acquisition Company, also referred to as a blank check company. Their general purpose is to find private companies and take them public, as an alternative to the traditional IPO routes. The reason you may have heard a lot about them recently is not due to their sudden emergence (they’ve been around for decades), but due to their recent massive increase in popularity. As a point of comparison, in 2016 they raised $3.2 billion, in 2019 they raised $13.6 billion, and in 2020 they raised a whopping $83 billion!
READ MORE...Weekly Market Recap – Inflation Concerns Drive Choppy Week
CIO Mike Horwath informs us on a market recap for a choppy week in the stock market. Learn more about market volatility.
READ MORE...
Diversified’s January 2021 Market Update and Quarter in Review
Mike Horwath, CIO of Diversified, gives us an overview of the January 2021 Market for Q1 and our perspective on them.
READ MORE...
What Your Kids or Grandkids Wonder About Finances
The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was with, hands down, my cutest, most energized, and yet also my smallest client (in size I might add, since I can’t break client/advisor confidentiality).
READ MORE...
Wealth, Health, & Happiness: 35 Plus Years in The Financial Planning Biz
As I sat down to write this summary blog I had to really fight the urge. The urge was to write an obvious blog stating how Irv and his impressive staff joining our firm will enhance both practices. Or how much Irv has devoted to his craft. The list goes on of things I could share about how excited I am for this business deal and most importantly, to what this means to you our valued clients or future clients from a value we are able to deliver.
READ MORE...