Market Updates
From Our President
Work Life Balance: Live to Support Work, or Work to Support Life
I’ve noticed that most of us graduate and get a job. That job takes us in many directions and drags our life with it. This job moves us around the country, dictates the lifestyle we lead, and ends up consuming our lives. Most of us work long hours and our lives support our work. Our family and lifestyle adjust around our work. Even our happiness revolves around our careers.
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Retirement Dating - I Recommend it For Everyone!
Retirement dating is for everyone - meaning that you should "test drive" retirement before you get there. Learn more in this blog!
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Retirement Advice: Great Advice from a Retired Client {We Can All Learn a Lesson}
I’m still in quarantine mode at the Jersey shore, and while here, I had an interesting revelation. I was talking to my brother the other day (he’s also quarantining down here) and he pointed out a really interesting phenomenon. “Little bro,” he said, “did you notice when you’re on the beach, what people aren’t doing?”
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Company Stock - The Downside
One of Diversified, LLC’s specialties is working with executives at many different fortune 500 companies. Many of them receive a fair amount of their compensation in the form of stock options and restricted stock units. These can be fantastic little perks, but are often a large portion of executive compensation. While the stock market was on a record run up the last decade, these stock compensation vehicles have created a lot of wealth for our clients.
READ MORE...Grateful Retirement: The Key to Happiness
I feel like I’m in the Tom Hank’s movie Castaway these days. I’m stuck on an island (I mean, stuck inside my house), haven’t had a haircut in months, and my best friend is a volleyball named Wilson. I yearn for the day when I can give you clients a nice big hug again, which will mean life is back to normal.
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What Has This Pandemic Taught You About Spending?
Have you ever tried writing a blog while playing Hulk and Spider-man with a two-year-old boy? Well as of today, I have. Let me tell you, it’s fabulous! I’m amazed to still be standing though, as I’ve had about 1,000 imaginary Spidey webs shot at me. Yet, I’ll muster the strength to go on. Folks, look what I have to overcome to keep putting quality articles out for you? That’s my dedication! ?
READ MORE...What the Heck is Going on With the Stock Market?
Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs, and hangouts with friends and family will be unlike any other it seems. However, there’ll still be plenty to enjoy in its own unique way. I grew up at the Jersey Shore and whenever I visit, it brings back tons of nostalgic memories.
READ MORE...Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?
For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m specifically referring to how we approach emergency savings. What do I mean? Well, glad you asked.
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