Market Updates
From Our President
What I Learned About Personal Finance… In My 30s!
Read along to discover what I learned about personal finance in my 30s, from Andrew Rosen of Diversified Lifelong Advisors.
READ MORE...Weekly Market Recap – Markets Pull Back as Bond Yields Rise Again
Read a weekly market recap for March 22nd from Mike Horwath CFA, Chief Investment Officer at Diversified Lifelong Advisors.
READ MORE...Those That Don’t Know the Past Are Doomed to Repeat It: Investment Lessons from COVID-19
Discover the investment lessons from COVID-19 that top investors have learned, from Andrew Rosen of Diversified Lifelong Advisors.
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To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}
Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client meeting. Other times, my inspiration comes from something I read or from a conversation in the workplace. Further still, sometimes inspiration comes from a text message discussion with a bunch of buddies who love to debate. (So, thank you O-man, Fertig, H, & Dbav. I hate to give them any credit, because it will go to their already inflated egos. But hey, what can you do?)
READ MORE...10 Reasons to Overpay Your Mortgage
Here are 10 reasons to overpay your mortgage - do you try to overpay your mortgage? Learn more with Diversified.
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Wealth, Health, & Happiness
Are you a happy person? Do you wish you could be happier? Would you like to learn how? In my most recent Wealth, Health, & Happiness interview series, I had the pleasure of interviewing Kim Strobel, the happiness coach. Happiness has been a big driver for me on the financial planning journey. Having one of the coolest titles ever (happiness coach), Kim teaches individuals and companies how to maximize their happiness.
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