Articles and Blogs

April 12, 2021

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Markets Push to Records on Improving Economic Data

Stocks continued their strong run last week, with multiple indexes hitting all-time highs. We saw global markets (represented by the MSCI All Country World Index) up 2.0% and domestic stocks (represented by the S&P 500 Index) up 2.8%.

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April 7, 2021

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Wealth, Health, Happiness Interview: Entering the Blue Zone With Nick Buettner

In this Wealth, Health and Happiness Interview, Andrew Rosen talks with Nick Buettner, co-founder of the Blue Zones project.

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April 7, 2021

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Blue Zones with Nick Buettner

Enjoy Andrew Rosen's interview with Nick Buttner, co-founder of the Blue Zones Project. This interview is part of our Wealth, Health and Happiness Series.

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April 6, 2021

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Comments Off on The Downsize Myth

The Downsize Myth

For years, I’ve written, coached, and advised about the fact that people don’t actually downsize in retirement. So, what do retirees do? Generally, they trade in their house (let’s say it’s worth $600,000) for a brand new $600,000 home, albeit smaller.

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April 5, 2021

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The NASDAQ Posts Strong Week to Finish Off the First Quarter

Stocks rose during the holiday-shortened week. We saw global markets (represented by the MSCI All Country World Index) up 1.1% and domestic stocks (represented by the S&P 500 Index) up 1.2%. Emerging markets companies led the way, up 2.2%.

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March 30, 2021

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What The NFT?!

What is an NFT? Learn about Non-Fungible Tokens and more with Andrew Rosen of Diversified Lifelong Advisors.

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March 29, 2021

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Markets Mixed as Investors Weigh Reopening Optimism

Stock markets were mixed for the week. We saw global markets (represented by the MSCI All Country World Index) up 0.3% and domestic stocks (represented by the S&P 500 Index) up 1.6%. Both U.S. small companies and emerging markets pulled back last week, down over 2% each.

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March 24, 2021

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What I Learned About Personal Finance… In My 30s!

Read along to discover what I learned about personal finance in my 30s, from Andrew Rosen of Diversified Lifelong Advisors.

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