Worth the Moolah: 2023 Edition Hot Topics, From Our President

Worth the Moolah: 2023 Edition

Worth the Moolah: 2023 Edition - what is worth the money this year? Find out in our blog!

Hot Topics, Financial Planning, From Our President

Follow The Money

Follow the money- it's not just something you see detective do in heist movies, but it's something financial planners do...

So You Want a Second Home? 5 Things to Ponder Hot Topics, Home Buying, From Our President

So You Want a Second Home? 5 Things to Ponder

So You Want a Second Home? 5 Things to Ponder

I, Said the Bond: What Lies Next for the I Bond Hot Topics, From Our President

I, Said the Bond: What Lies Next for the I Bond

I, Said the Bond: What Lies Next for the I Bond

AI The New Frontier Hot Topics, From Our President

AI: The New Frontier

AI The New Frontier - how AI may change the world.

I Am Starting to Check My Portfolio Again How to Invest, Hot Topics, From Our President

I Am Starting to Check My Portfolio Again

I Am Starting to Check My Portfolio Again - why this may be a good sign and what it means...

Interest in interest rates Hot Topics, From Our President

Interest in Interest Rates

Interest in interest rates - where are interest rates headed over the next few months? It depends on inflation and...

Cool Little New Strategy, Courtesy of Secure Act 2.0 How to Invest, Retirement Planning, Hot Topics, From Our President

Cool Little New Strategy, Courtesy of Secure Act 2.0

Cool Little New Strategy, Courtesy of Secure Act 2.0 - learn how the new Secure Act changes impact 529s and...

2022 Marked the Worst Bond Year…… How to Invest, Hot Topics, From Our President

2022 Marked the Worst Bond Year……

2022 Marked the Worst Bond Year…… ever? What does that mean for your portfolio?

crypto-told-you-so How to Invest, Hot Topics, From Our President

Crypto-Told-You-So: From Boom to Bust

Here's a crypto-told-you-so, and it's no surprise that I'm not a fan of crypto in general. It's more of a...

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.