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...

From Our President, Personal Growth

These are the Best Days of our Lives

I was reading some research the other day about the happiest ages of our lives. As part of that research,...

Financial Facts, From Our President, How to Invest

Stocks: A Few Reminders

Over the past few weeks, we’ve seen our first bear market in 11 years (defined as a 20% drop from...

Financial Facts, From Our President

What’s it Take to be the Top 1%?

Confession time, I have always been a sucker for statistics. Especially ones that are finance related, as it is...

refi Financial Facts, From Our President, Refinance

REFI REFI REFI!

Refi - Refininacing

Well been a crazy couple of weeks here in the equity markets to say the least,...

From Our President, Hot Topics

Coronavirus: The Latest Market Scare

The irony is that just last week I put out a blog on what war does to the markets. When...

From Our President, Hot Topics

How War Affects Stock Markets

Over the past month, there’s been some increased risk of an actual war taking place with Iran. I’m not going...

From Our President, Personal Growth

If you’re Happy and you know it Clap your Hands!

If you’ve spoken to me or read my blogs over the past year, you’ve likely noticed a trend. I talk...

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.