Market Updates
April Ends on Sour Note as Volatility Persists
April ends on a sour note as volatility persists. Learn more in our weekly market commentary.
READ MORE...Rising Bond Yields and Interest Rate Expectations Weigh on Stocks
In the market last week, rising bond yields and interest rate expectations weighed on stocks. Learn more in our weekly market commentary.
READ MORE...Markets Mostly Lower as Inflation Remains Elevated
Markets were mostly lower last week as inflation remains elevated. Learn more in this blog from Diversified.
READ MORE...Markets Give Up Some Gains as Investors Focus on Upcoming Inflation Report
Markets give up some gains as investors focus on the upcoming inflation report. Learn more in our weekly market recap.
READ MORE...Despite March’s Bounce Back, Q1 2022 Ends as Worst Since 2020
Despite a rebound in March, the first quarter of 2022 was the worst since 2020. Learn more in our market update.
READ MORE...Stocks Mostly Positive as Markets Price in Aggressive Rate Increases
Stocks were mostly positive last week as markets price in aggressive rate increases. Learn more in our weekly market commentary.
READ MORE...Despite Geopolitical Uncertainty, Equity Markets Bounce Back
Despite geopolitical uncertainty, equity markets bounce back last week. Learn more in our weekly market commentary from Diversified.
READ MORE...Higher Commodity Prices Dominate Headlines as Market Choppiness Continues
Higher commodity prices dominate headlines as market choppiness continues. Learn more in our market commentary.
READ MORE...From Our President
What I Learned in 2022 (Annual Edition)
What I learned in 2022 - lessons from a financial planner about finances and life!
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I Took Advantage of The Incredible Sales Recently, Did You?
I Took Advantage of The Incredible Sales Recently, Did You? And I'm not talking about Black Friday and Cyber Monday but rather, the downturn in the stock market.
READ MORE...Top 10 Blogs of 2022
Here's our Top 10 Blogs of 2022 - let us know which one is your favorite!
READ MORE...2023 Key Financial Numbers
2023 Key Financial Numbers - Now is the time to plan ahead for your financial planning in 2023.
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Wealth, Health & Happiness: Toxic Relationships with Shannon Petrovich
In this episode of Wealth, Health and Happiness we interview Shannon Petrovich and discuss how to heal from toxic relationships.
READ MORE...End of Year Financial Planning Tips (My Sweet 16)
End of Year Financial Planning Tips - use these tips to wrap up the end of this year and plan for next year!
READ MORE...Social Security Updates, Oh My!
There are Social Security Updates on the horizon, including COLA (cost of living) updates.
READ MORE...Markets & Midterms
Midterms & Markets: How do politics impact the stock market? Does the president influence the stock market? Find out in this blog from Diversified.
READ MORE...All Articles
Social Security Under the Big Beautiful Bill
Social Security Under the Big Beautiful Bill
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