Market Updates
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...Global Stocks Choppy as the Ukrainian Crisis Continues
Global stocks were choppy last week as the Ukrainian Crisis continues. Learn more in our market commentary.
READ MORE...Geopolitics Drive Choppy Markets
Geopolitics drive choppy markets as Russia invaded Ukraine last week. Learn more in our market commentary.
READ MORE...A Letter From the Investment Committee
With the news of Russia invading Ukraine, the investment committee has put forth a letter to address your concerns.
READ MORE...Markets Continue to Struggle With Rates and Geopolitical at Center Stage
Choppy markets continue with rates and geopolitical factors at center stage. Learn more with Diversified.
READ MORE...From Our President
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...It's A... Live! (Student Debt Relief, That Is)
Student debt relief is live! Are you eligible? When will it take effect? Learn more in our latest blog.
READ MORE...This Financial Planner’s Playbook
Take a peek into this financial planner's playbook - it's the advice I use for myself and for my clients.
READ MORE...Money = Money (Does Money Make You Happier?)
Does money make you happier? Or is money just money? Here's our experience, from working with people across the spectrum of incomes.
READ MORE...

