Market Updates
From Our Chairman
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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Blue Zones with Nick Buettner
Enjoy Andrew Rosen's interview with Nick Buttner, co-founder of the Blue Zones Project. This interview is part of our Wealth, Health and Happiness Series.
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The Downsize Myth
For years, I’ve written, coached, and advised about the fact that people don’t actually downsize in retirement. So, what do retirees do? Generally, they trade in their house (let’s say it’s worth $600,000) for a brand new $600,000 home, albeit smaller.
READ MORE...The NASDAQ Posts Strong Week to Finish Off the First Quarter
Stocks rose during the holiday-shortened week. We saw global markets (represented by the MSCI All Country World Index) up 1.1% and domestic stocks (represented by the S&P 500 Index) up 1.2%. Emerging markets companies led the way, up 2.2%.
READ MORE...What The NFT?!
What is an NFT? Learn about Non-Fungible Tokens and more with Andrew Rosen of Diversified Lifelong Advisors.
READ MORE...Markets Mixed as Investors Weigh Reopening Optimism
Stock markets were mixed for the week. We saw global markets (represented by the MSCI All Country World Index) up 0.3% and domestic stocks (represented by the S&P 500 Index) up 1.6%. Both U.S. small companies and emerging markets pulled back last week, down over 2% each.
READ MORE...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.
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