Articles From Andrew Rosen

April 7, 2021

By

No Comments

Blue Zones with Nick Buettner

Enjoy Andrew Rosen's interview with Nick Buttner, co-founder of the Blue Zones Project. This interview is part of our Wealth, Health and Happiness Series.

READ MORE...
April 6, 2021

By

Comments Off on The Downsize Myth

The Downsize Myth

For years, I’ve written, coached, and advised about the fact that people don’t actually downsize in retirement. So, what do retirees do? Generally, they trade in their house (let’s say it’s worth $600,000) for a brand new $600,000 home, albeit smaller.

READ MORE...
April 5, 2021

By

No Comments

The NASDAQ Posts Strong Week to Finish Off the First Quarter

Stocks rose during the holiday-shortened week. We saw global markets (represented by the MSCI All Country World Index) up 1.1% and domestic stocks (represented by the S&P 500 Index) up 1.2%. Emerging markets companies led the way, up 2.2%.

READ MORE...
March 30, 2021

By

No Comments

What The NFT?!

What is an NFT? Learn about Non-Fungible Tokens and more with Andrew Rosen of Diversified Lifelong Advisors.

READ MORE...
March 29, 2021

By

No Comments

Markets Mixed as Investors Weigh Reopening Optimism

Stock markets were mixed for the week. We saw global markets (represented by the MSCI All Country World Index) up 0.3% and domestic stocks (represented by the S&P 500 Index) up 1.6%. Both U.S. small companies and emerging markets pulled back last week, down over 2% each.

READ MORE...
March 24, 2021

By

No Comments

What I Learned About Personal Finance… In My 30s!

Read along to discover what I learned about personal finance in my 30s, from Andrew Rosen of Diversified Lifelong Advisors.

READ MORE...
March 23, 2021

By

No Comments

Weekly Market Recap – Markets Pull Back as Bond Yields Rise Again

Read a weekly market recap for March 22nd from Mike Horwath CFA, Chief Investment Officer at Diversified Lifelong Advisors.

READ MORE...
March 18, 2021

By

No Comments

Those That Don’t Know the Past Are Doomed to Repeat It: Investment Lessons from COVID-19

Discover the investment lessons from COVID-19 that top investors have learned, from Andrew Rosen of Diversified Lifelong Advisors.

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.