Commodity Investing
Due to election jitters, I’ve been getting this question a lot more these days, and more people are asking about...
What to Do with the Children’s Savings Accounts?
Speaking of kids, here’s a funny anecdote that happened to me the other day. My middle child, Belly, is a...
How Elections Affect Markets: Let’s Talk Politics
The number one, two, and three rules in my business are: don’t talk politics. I can insult your spouse, religion,...
Markets Hit an All Time High, What Did You Learn? {Because Here’s My Top 10}
The US stock market, measured by the S&P 500, has hit an all-time high! Let me repeat that for dramatic...
Company Stock – The Downside
One of Diversified, LLC’s specialties is working with executives at many different fortune 500 companies. Many of them receive a...
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...
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...
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...
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...
So You Have a 401(k), Now What? [12 Steps to Ensure Success]
At a very high level, most 401(k) plans work the same. You elect to pull money directly from your...
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