Market Updates
From Our President
Retirement Planning Trends: Upsizing Is The New Downsizing
Is upsizing the new downsizing? Learn about this new retirement planning trend and what most retirees are doing with their homes.
READ MORE...Wealth, Health, and Happiness: Dr. Janine Darby
Discover what makes Dr. Janine Darby happy in this installment of our Wealth, Health, and Happiness series.
READ MORE...Covid and Your Investments: What it Means for your Future
What does the Delta variant and COVID 2.0 mean for your portfolio and investments? Learn how you can prepare for what is to come.
READ MORE...Six Easy Tips for Saving Money: National Financial Awareness Day
Learn six easy-to-make spending changes with significant financial impact in this press release from Diversified.
READ MORE...Retirement Planning Tip: A Six Month Drawdown Instead Of Monthly
Try this retirement planning tip - use a six month drawdown instead of a monthly drawdown for your retirement.
READ MORE...Average, But Never Average: An Investing Cautionary Tale
The average S&P return is 8%, but the yearly return rate is almost never 8%. Learn more in this investing cautionary tale from Diversfied.
READ MORE...FOMO or FOLO: The Two Investment Catalysts
FOMO or FOLO - both are investment catalysts that investors base their decision-making processes on, instead of sound financial plans.
READ MORE...To Tip or Not to Tip? Learn When and How Much:
How much should I tip? And who gets a tip, and when? Learn the tips and tricks of tipping etiquette and get your tipping questions answered.
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Beyond the Finish Line: Understanding the Two Types of Goals in Financial Planning:
Loss Aversion: How it Impacts Your Investments
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