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...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.
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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...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...Investing 101: The Do’s & Don'ts of a Good Investment Strategy
Investing 101: Let's learn the do's and don'ts of a good investment strategy - there's more to it than you think.
READ MORE...When a Dream Becomes a Goal (And a Goal Becomes a Reality)
When a Dream Becomes a Goal - How can you turn your dreams into goals, and your goals into reality?
READ MORE...The Great Change! (Is Covid Leading to Life Changes?)
We're witnessing something that I'm calling "The Great Change" - I believe Covid is leading people to change up their lives in pursuit of happiness.
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.