Articles and Blogs

May 11, 2020

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Positive Side of Covid-19: 5 Positives to Covid

During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked at the bright side of things. I figured I’d share with you all the positives that have come into my life during this time of quarantine. I say this not to downplay the tragedies that have emerged, but rather to focus on that “bright, sunshiny day.”

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April 28, 2020

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Important Life Lessons from a Covid-19 Victim: My Grandmother

Week six stuck at home was by far the worst for me as Covid-19 finally struck home. My grandmother passed away because of this terrible virus. She was a wonderful lady and I simply refuse to let her be a statistic. So, I’d like to dedicate this article to her and share some of her attributes that I think could help us all during these tough times.

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April 27, 2020

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1st Quarter 2020 Market Commentary Video

Diversified CIO Mike Horwath provides his 1st quarter 2020 market commentary in this informational video post.

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April 22, 2020

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Cash or Invest: That Is the Question

There are few questions that I’ve gotten in my almost 20 years in the business that have been as difficult to answer as the one I keep getting lately. With a handful of clients sitting on a decent amount of cash, they’ve been waiting for this opportunity to buy in on the dip. I’ll reach out to them, as that was always the plan, but then the conversation doesn’t go as expected.

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April 15, 2020

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Unprecedented Times: This is Unprecedented!

These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the country’s history have we seen something like this. The country is literally shut down. These are unprecedented times.

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April 10, 2020

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Did You Miss It?

First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is everywhere and will likely persist for the short term.

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April 6, 2020

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The 4 Types of Investors in a Market Downturn

During these times of uncertainty, you get a real look into a person’s investing soul. You get to see how they react to adversity. My job, of course, is how to handle each person’s unique behavior as it pertains to their specific situation.

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March 30, 2020

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These are the Best Days of our Lives

I was reading some research the other day about the happiest ages of our lives. As part of that research, I found the following graph. I found it truly fascinating and, in a lot of respects, counter-intuitive.

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