Helpful Advice
Articles from our nationally recognized, weekly blog.
What I Learned About Personal Finance… In My 30s!
Read along to discover what I learned about personal finance in my 30s, from Andrew Rosen of Diversified Lifelong Advisors.
Weekly Market Recap – Markets Pull Back as Bond Yields Rise Again
Read a weekly market recap for March 22nd from Mike Horwath CFA, Chief Investment Officer at Diversified Lifelong Advisors.
To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}
Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client meeting. Other times, my inspiration comes from something I read or from a conversation in the workplace. Further still, sometimes inspiration comes from a text message discussion with a bunch of buddies who love to debate. (So, thank you O-man, Fertig, H, & Dbav. I hate to give them any credit, because it will go to their already inflated egos. But hey, what can you do?)
10 Reasons to Overpay Your Mortgage
Here are 10 reasons to overpay your mortgage – do you try to overpay your mortgage? Learn more with Diversified.
What Your Kids or Grandkids Wonder About Finances
The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was with, hands down, my cutest, most energized, and yet also my smallest client (in size I might add, since I can’t break client/advisor confidentiality).
The 25 Planner Pledges
We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times. On top of that, we’ve expanded our client base to include our Wayne office, which comes with many fresh, new faces to the Diversified Lifelong Advisor family. Because of this, I think it’s worth reinforcing the Pledges we have at Diversified for all who we’re blessed to work with.
When Should I Be Investing in The Markets?
Nowadays, this question comes up frequently and, quite frankly, I get it. The markets are at all-time highs after being decimated last year during the height of the pandemic. Businesses are still closed, and although things are trending up, it certainly doesn’t “feel” like it should be the all-time highs in the stock market.
Top Ten Blogs of 2020
Holiday spirit is in the air and a new year is upon us. Although a crazy year we had, as it was a year unlike any other, I wanted to keep some consistency at least and still give you the top ten blogs of the year (in case you missed them). I always loved watching David Letterman growing up and his top ten list. Now of course the thought of staying up to start a tv show at 11:35pm is terrifying I’ll keep with my homage to my comedic icon with this year’s top ten list.
My Father Taught Me “Cash Is King”
Cash is king – there’s a reason why most people prefer a cash payment. Learn why with Diversified.
What’s Measured and Watched Gets Done
There’s an old saying: “what gets measured and watched gets done.” I’ve read it many times in different business books and can attest to it in my personal life. Learn more in this blog.
What I Learned About Personal Finance… In My 30s!
Read along to discover what I learned about personal finance in my 30s, from Andrew Rosen of Diversified Lifelong Advisors.
Weekly Market Recap – Markets Pull Back as Bond Yields Rise Again
Read a weekly market recap for March 22nd from Mike Horwath CFA, Chief Investment Officer at Diversified Lifelong Advisors.
To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}
Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client meeting. Other times, my inspiration comes from something I read or from a conversation in the workplace. Further still, sometimes inspiration comes from a text message discussion with a bunch of buddies who love to debate. (So, thank you O-man, Fertig, H, & Dbav. I hate to give them any credit, because it will go to their already inflated egos. But hey, what can you do?)
10 Reasons to Overpay Your Mortgage
Here are 10 reasons to overpay your mortgage – do you try to overpay your mortgage? Learn more with Diversified.
What Your Kids or Grandkids Wonder About Finances
The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was with, hands down, my cutest, most energized, and yet also my smallest client (in size I might add, since I can’t break client/advisor confidentiality).
The 25 Planner Pledges
We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times. On top of that, we’ve expanded our client base to include our Wayne office, which comes with many fresh, new faces to the Diversified Lifelong Advisor family. Because of this, I think it’s worth reinforcing the Pledges we have at Diversified for all who we’re blessed to work with.
When Should I Be Investing in The Markets?
Nowadays, this question comes up frequently and, quite frankly, I get it. The markets are at all-time highs after being decimated last year during the height of the pandemic. Businesses are still closed, and although things are trending up, it certainly doesn’t “feel” like it should be the all-time highs in the stock market.
Top Ten Blogs of 2020
Holiday spirit is in the air and a new year is upon us. Although a crazy year we had, as it was a year unlike any other, I wanted to keep some consistency at least and still give you the top ten blogs of the year (in case you missed them). I always loved watching David Letterman growing up and his top ten list. Now of course the thought of staying up to start a tv show at 11:35pm is terrifying I’ll keep with my homage to my comedic icon with this year’s top ten list.
My Father Taught Me “Cash Is King”
Cash is king – there’s a reason why most people prefer a cash payment. Learn why with Diversified.
What’s Measured and Watched Gets Done
There’s an old saying: “what gets measured and watched gets done.” I’ve read it many times in different business books and can attest to it in my personal life. Learn more in this blog.