Market Updates
From Our President
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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Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!
For starters, SPAC stands for Special Purpose Acquisition Company, also referred to as a blank check company. Their general purpose is to find private companies and take them public, as an alternative to the traditional IPO routes. The reason you may have heard a lot about them recently is not due to their sudden emergence (they’ve been around for decades), but due to their recent massive increase in popularity. As a point of comparison, in 2016 they raised $3.2 billion, in 2019 they raised $13.6 billion, and in 2020 they raised a whopping $83 billion!
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What Your Kids or Grandkids Wonder About Finances
The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was with, hands down, my cutest, most energized, and yet also my smallest client (in size I might add, since I can’t break client/advisor confidentiality).
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Wealth, Health, & Happiness: 35 Plus Years in The Financial Planning Biz
As I sat down to write this summary blog I had to really fight the urge. The urge was to write an obvious blog stating how Irv and his impressive staff joining our firm will enhance both practices. Or how much Irv has devoted to his craft. The list goes on of things I could share about how excited I am for this business deal and most importantly, to what this means to you our valued clients or future clients from a value we are able to deliver.
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It’s Been Five Long Years Without You.
Welcome to the hardest blog I’ve written yet. In the spirit of reflection, honesty, and sharing my thoughts on wealth, health, and happiness, today I’m writing a very emotional blog. Five years ago, February 17th 2016, was the worst day of my life. Juxtaposed one day after my oldest daughter’s 4th birthday was officially the day “the music died” in my life.
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The 25 Planner Pledges
We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times. On top of that, we’ve expanded our client base to include our Wayne office, which comes with many fresh, new faces to the Diversified Lifelong Advisor family. Because of this, I think it’s worth reinforcing the Pledges we have at Diversified for all who we’re blessed to work with.
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The Market is Going to Crash! Lifeboat Drills
The Market is Going to Crash! Lifeboat Drills
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