Market Updates
From Our President
Tax Worries Spark Mid-Week Volatility
Tax worries spark mid-week volatility. Major market indexes were slightly negative for the week in this update from Diversified CIO Mike Horwath.
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Difference Between Investing and Speculating Part 1: Video Blog
Learn the difference between investing and speculating with Andrew Rosen of Diversified Lifelong Advisors in this video blog.
READ MORE...Difference Between Investing & Speculating Part 1
What's the difference between investing and speculating? Learn the nuances with Andrew Rosen of Diversified Lifelong Advisors.
READ MORE...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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