Articles From Andrew Rosen

November 8, 2022

By

No Comments

Social Security Updates, Oh My!

There are Social Security Updates on the horizon, including COLA (cost of living) updates.

READ MORE...
November 1, 2022

By

Comments Off on Markets & Midterms

Markets & Midterms

Midterms & Markets: How do politics impact the stock market? Does the president influence the stock market? Find out in this blog from Diversified.

READ MORE...
October 27, 2022

By

Comments Off on It’s A… Live! (Student Debt Relief, That Is)

It's A... Live! (Student Debt Relief, That Is)

Student debt relief is live! Are you eligible? When will it take effect? Learn more in our latest blog.

READ MORE...
October 20, 2022

By

Comments Off on This Financial Planner’s Playbook

This Financial Planner’s Playbook

Take a peek into this financial planner's playbook - it's the advice I use for myself and for my clients.

READ MORE...
October 14, 2022

By

No Comments

Money = Money (Does Money Make You Happier?)

Does money make you happier? Or is money just money? Here's our experience, from working with people across the spectrum of incomes.

READ MORE...
October 4, 2022

By

Comments Off on Bear Market Lessons – Things to Keep in Mind When You’re Nervous About the Markets

Bear Market Lessons - Things to Keep in Mind When You're Nervous About the Markets

Feeling nervous about the markets lately? Keep these bear market lessons in mind.

READ MORE...
September 28, 2022

By

Comments Off on To Borrow or Not to Borrow? That is the Question

To Borrow or Not to Borrow? That is the Question

When rates are high, the question is: to borrow or not to borrow? Read about the pros and cons with us in this blog.

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.