Retirement Planning, Helpful Advice, From Our President

To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}

Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client...

10 reasons to overpay your mortgage Retirement Planning, Helpful Advice, From Our President

10 Reasons to Overpay Your Mortgage

Here are 10 reasons to overpay your mortgage - do you try to overpay your mortgage? Learn more with Diversified....

Market Update

Weekly Market Recap – Markets Rally to Push Stocks to Record Levels

Markets rally to record stock levels. Read more about the stock market in this weekly market recap from CIO Mike...

Hot Topics, From Our President

Diversified’s Interview with Kim Strobel – Wealth, Health & Happiness Series

https://www.youtube.com/watch?v=cpa0rfxqwu4

Hot Topics, From Our President

Wealth, Health, & Happiness

Are you a happy person? Do you wish you could be happier? Would you like to learn how? In my...

Wealth, Health, and Happiness Videos, From Our President

Diversified’s Interview with Kim Strobel – Wealth, Health & Happiness Series

https://www.youtube.com/watch?v=cpa0rfxqwu4

SPAC Hot Topics, From Our President

Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!

For starters, SPAC stands for Special Purpose Acquisition Company, also referred to as a blank check company. Their general purpose...

Market Update

Weekly Market Recap – Inflation Concerns Drive Choppy Week

CIO Mike Horwath informs us on a market recap for a choppy week in the stock market. Learn more about...

Market Videos

Diversified’s January 2021 Market Update and Quarter in Review

Mike Horwath, CIO of Diversified, gives us an overview of the January 2021 Market for Q1 and our perspective on...

Helpful Advice, From Our President, Personal Growth

What Your Kids or Grandkids Wonder About Finances

The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was...

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