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4th Quarter 2018 Market Commentary Video
Andrew Rosen, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
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6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. When I have the pleasure of working with ones parents and children (3 generations), it becomes a real social experiment. In this setting I see how these people are more alike than they imagine. It offers itself as an interesting generational sample pool.
READ MORE...2nd Quarter 2019 Market Commentary Video
Kyle Hill, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
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The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to take a vacation. These individuals never decompress and thus make themselves miserable. Much of the show’s second season is filmed in the Catskills. Back then families vacationed together for the entire summer. Often, they’d rent a cabin (think Dirty Dancing style) for the season where there’d be dances and activities for the whole family to enjoy. Most importantly, they’d relax for an entire three months a year. (Crazy, right?)
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The Downsizing Myth
Is downsizing just a myth? Many people in retirement upsize, "rightsize" or make no change at all.
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