From Our President, Personal Growth

Bonus Blog Part 3: The Impractical/Irrational Spends

I’d like to discuss the impractical, or the irrational, spends as the last leg. I’ll tread somewhat carefully here, as...

From Our President, Personal Growth

Bonus Blog Part 2: The Fulfillment or Happiness Spend

I’d like to focus on part two of my three-part series on bonus dollars. Depending on your financial situation,...

From Our President, Market Videos

4th Quarter 2019 Market Commentary Video

Diversified CIO Mike Horwath provides insight into the 4th quarter 2019 market commentary in this informational video.

From Our President, Personal Growth

Bonus Blog Part 1: The Practical

A new year is upon us and you know what that means? Bonus time! I’ve found most of my clients...

From Our President, Helpful Advice

2019 Year in Review

The turning of the calendar always presents a good time to reflect on the prior year. It gives me...

From Our President, Hot Topics

Some Big Changes Coming! Key Points to The SECURE ACT

While you were celebrating the turn of a new year, there have been some very quiet changes brewing on Capitol...

From Our President, Hot Topics

Top 10 Blogs of the Year! {Which was your Favorite?}

It's been another year (and a labor of love) of successfully writing 52 unique blogs. Since I know you’ve read...

From Our President, Helpful Advice

Stop Children What’s That Sound: 7 Things to Stop and Look At

Every year, I like to write a blog to help motivate people into action.  Who better to draw inspiration from...

From Our President, Hot Topics

10 End of Year Planning Tips

I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new...

From Our President, Helpful Advice

Ghost of Inflation Past, Present, and Future

With the holiday season in the air, I’m brought back to one of my favorite holiday novels A Christmas Carol...

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