Market Updates
From Our President
Finding your Passion: A Critical Financial Planning Component
The other day I had a conversation with Jay, the Operations Lead here at Diversified. I enjoyed the conversation as he excitedly told me about getting back into creative writing on the weekends. As he described his process and the new writing group he joined, he perked right up. I could see his entire demeanor change. In fact, Jay was telling me about something in which he had a deep rooted love. As the conversation continued, I started getting excited for him and somewhat envious, too. What he did, without realizing it, was describe his passion to me.
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My 3 Financial Guilty Pleasures
In my business you get a real unique perspective on how people view things. Especially when it comes to money and finances. One of the often funny things I get to witness is people’s financial quirks. The things that each of us do that makes us financially funny in a way. For some people it is how they track every last expense. For others it may be how close they are to a magic investment number like a million dollars.
READ MORE...College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
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Snow Day Thoughts: The Work from Home Dilemma
As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I see are beautiful rolling hills and snow flurries as the winter elements are starting to fill the air. I’m in my sweatpants and tee shirt while my daughters are watching television home from a snow day. It is 9am and I’ve already worked out, sent dozens of emails, and made a few phone calls. Generally I’m not a big work from home guy (although I feel like I’m always working regardless of where I am) but today’s weather has got me thinking. What would it be like to work from home all the time? Would I like it myself? As an owner of a small company would I like it for my employees? Let me share my thoughts and would love to hear yours as well.
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6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. When I have the pleasure of working with ones parents and children (3 generations), it becomes a real social experiment. In this setting I see how these people are more alike than they imagine. It offers itself as an interesting generational sample pool.
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