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Articles from our nationally recognized, weekly blog.
Tax Worries Spark Mid-Week Volatility
Tax worries spark mid-week volatility. Major market indexes were slightly negative for the week in this update from Diversified CIO Mike Horwath.
Markets Rise for the Fourth Week in a Row
Major market indexes were positive for the fourth week in a row last week. We saw global markets (represented by the MSCI All Country World Index) up 1.5% and domestic stocks (represented by the S&P 500 Index) up 1.4%. International developed companies led the way, up 1.7% for the week.
Entering the Blue Zone – Video Blog
If you’d prefer to listen or watch our extended video blog on the Blue Zone with Andrew Rosen, you can do so here.
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 MSCI All Country World Index) up 2.0% and domestic stocks (represented by the S&P 500 Index) up 2.8%.
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 retirees do? Generally, they trade in their house (let’s say it’s worth $600,000) for a brand new $600,000 home, albeit smaller.
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% and domestic stocks (represented by the S&P 500 Index) up 1.2%. Emerging markets companies led the way, up 2.2%.
What The NFT?!
What is an NFT? Learn about Non-Fungible Tokens and more with Andrew Rosen of Diversified Lifelong Advisors.
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 0.3% and domestic stocks (represented by the S&P 500 Index) up 1.6%. Both U.S. small companies and emerging markets pulled back last week, down over 2% each.
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.
Tax Worries Spark Mid-Week Volatility
Tax worries spark mid-week volatility. Major market indexes were slightly negative for the week in this update from Diversified CIO Mike Horwath.
Markets Rise for the Fourth Week in a Row
Major market indexes were positive for the fourth week in a row last week. We saw global markets (represented by the MSCI All Country World Index) up 1.5% and domestic stocks (represented by the S&P 500 Index) up 1.4%. International developed companies led the way, up 1.7% for the week.
Entering the Blue Zone – Video Blog
If you’d prefer to listen or watch our extended video blog on the Blue Zone with Andrew Rosen, you can do so here.
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 MSCI All Country World Index) up 2.0% and domestic stocks (represented by the S&P 500 Index) up 2.8%.
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 retirees do? Generally, they trade in their house (let’s say it’s worth $600,000) for a brand new $600,000 home, albeit smaller.
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% and domestic stocks (represented by the S&P 500 Index) up 1.2%. Emerging markets companies led the way, up 2.2%.
What The NFT?!
What is an NFT? Learn about Non-Fungible Tokens and more with Andrew Rosen of Diversified Lifelong Advisors.
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 0.3% and domestic stocks (represented by the S&P 500 Index) up 1.6%. Both U.S. small companies and emerging markets pulled back last week, down over 2% each.
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.