Diversified's March 2021 Market Update and Quarter in Review
Chief Investment Officer Mike Horwath is here to recap the current state of markets and the economy in the first quarter, give an outlook for the rest of 2021, and describe how we’re positioning portfolios given the economic backdrop.
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Markets Rise for the Fourth Week in a Row
Major market indexes were positive for the fourth week in a row last week. We saw global markets (represented by the MSCI All Country World Index) up 1.5% and domestic stocks (represented by the S&P 500 Index) up 1.4%. International developed companies led the way, up 1.7% for the week.
READ MORE...The Downsize Retirement Myth - Video Blog
Do retirees really downsize their homes during retirement? Or, do they "right-size" or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen.
READ MORE...Entering the Blue Zone - Video Blog
If you'd prefer to listen or watch our extended video blog on the Blue Zone with Andrew Rosen, you can do so here.
READ MORE...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%.
READ MORE...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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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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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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