Financial Facts, From Our President, Hot Topics

Markets Push to Records on Improving Economic Data

Stocks continued their strong run last week, with multiple indexes hitting all-time highs. We saw global markets (represented by the...

the downsize myth From Our President, Home Buying, Hot Topics

The Downsize Myth

For years, I’ve written, coached, and advised about the fact that people don’t actually downsize in retirement. So, what do...

From Our President, Hot Topics

The NASDAQ Posts Strong Week to Finish Off the First Quarter

Stocks rose during the holiday-shortened week. We saw global markets (represented by the MSCI All Country World Index) up 1.1%...

nft From Our President, Hot Topics

What The NFT?!

What is an NFT? Learn about Non-Fungible Tokens and more with Andrew Rosen of Diversified Lifelong Advisors.

From Our President, Hot Topics

Markets Mixed as Investors Weigh Reopening Optimism

Stock markets were mixed for the week. We saw global markets (represented by the MSCI All Country World Index) up...

From Our President, Hot Topics

Those That Don’t Know the Past Are Doomed to Repeat It: Investment Lessons from COVID-19

Discover the investment lessons from COVID-19 that top investors have learned, from Andrew Rosen of Diversified Lifelong Advisors.

From Our President, Hot Topics

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

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

From Our President, Hot Topics

Wealth, Health, & Happiness

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

SPAC From Our President, Hot Topics

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...

Financial Facts, From Our President, Hot Topics, Taxes

Understanding Biden’s Tax Plan: What it Means to You & What Can You Do

Like it or not, come January 20th, 2021 there will be a new POTUS living at 1600 Pennsylvania Ave. His...

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