From Our President, Hot Topics

What Has This Pandemic Taught You About Spending?

Have you ever tried writing a blog while playing Hulk and Spider-man with a two-year-old boy? Well as of today,...

From Our President, Hot Topics

What the Heck is Going on With the Stock Market?

Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs,...

From Our President, Hot Topics, How to Invest

Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?

For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m...

From Our President, Hot Topics

Positive Side of Covid-19: 5 Positives to Covid

During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked...

From Our President, Personal Growth

Important Life Lessons from a Covid-19 Victim: My Grandmother

Week six stuck at home was by far the worst for me as Covid-19 finally struck home. My grandmother passed...

Market Videos

1st Quarter 2020 Market Commentary Video

Diversified CIO Mike Horwath provides his 1st quarter 2020 market commentary in this informational video post.

From Our President, Hot Topics

Unprecedented Times: This is Unprecedented!

These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the...

From Our President, Helpful Advice, How to Invest

Cash or Invest: That Is the Question

There are few questions that I’ve gotten in my almost 20 years in the business that have been as difficult...

From Our President, Hot Topics, Retirement Planning

Did You Miss It?

First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...

Financial Facts, From Our President, How to Invest

The 4 Types of Investors in a Market Downturn

During these times of uncertainty, you get a real look into a person’s investing soul. You get to see how...

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