Articles From Andrew Rosen

February 22, 2023

By

Comments Off on I Am Starting to Check My Portfolio Again

I Am Starting to Check My Portfolio Again

I Am Starting to Check My Portfolio Again - why this may be a good sign and what it means for the year ahead.

READ MORE...
February 14, 2023

By

No Comments

Interest in Interest Rates

Interest in interest rates - where are interest rates headed over the next few months? It depends on inflation and the economy.

READ MORE...
February 8, 2023

By

Comments Off on Cool Little New Strategy, Courtesy of Secure Act 2.0

Cool Little New Strategy, Courtesy of Secure Act 2.0

Cool Little New Strategy, Courtesy of Secure Act 2.0 - learn how the new Secure Act changes impact 529s and how it may benefit you.

READ MORE...
January 31, 2023

By

Comments Off on Date The Rate

Date The Rate

Date the rate - the mortgage rate that is. When interest rates are high, there are other options for getting into the house of your dreams.

READ MORE...
January 24, 2023

By

Comments Off on 2022 Marked the Worst Bond Year……

2022 Marked the Worst Bond Year……

2022 Marked the Worst Bond Year…… ever? What does that mean for your portfolio?

READ MORE...
January 17, 2023

By

Comments Off on Crypto-Told-You-So

Crypto-Told-You-So

Here's a crypto-told-you-so, and it's no surprise that I'm not a fan of crypto in general. It's more of a speculation than an investment, so buyer beware.

READ MORE...
January 11, 2023

By

Comments Off on Great News: Last Year Was a Terrible Year in The Markets!

Great News: Last Year Was a Terrible Year in The Markets!

Great News: Last Year Was a Terrible Year in The Markets! Why a bad year in the markets can be a good thing in in the long run.

READ MORE...
January 3, 2023

By

Comments Off on Secure Act 2.0: Key Changes

Secure Act 2.0: Key Changes

Secure Act 2.0: Key Changes - Learn what changes are happening to the new Secure Act and how they may impact your retirement.

READ MORE...

Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.