
I, Said the Bond: What Lies Next for the I Bond
...if you are investing for the long term and want equity-like returns then simply seek out the asset class that...

Force Majeure: The Investment Conundrum
...investing? In a weird way everything as it is a great way of understanding when markets have a quick change...

When Cash is Paying More Than Your Mortgage!
...planning discussion. Inevitably, the debate is: do you want the sure thing of knowing you’ve paid down more (albeit low)...

The One Day That Matters In Real Estate
...of that asset. Before it is realized proceeds, it is simply a value on a page with no real utility....

I Am Starting to Check My Portfolio Again
...towards up. Whether you started investing last week, year, decade, or century this was the buyer beware notice you all...

What are Structured Equity Investments?
...investment options. Structured equity investments are also subject to the risks associated with investing in private companies. Private companies are...

What are advisory shares?
...aware of before investing. Here are some of the potential risks of holding advisory shares: Lack of control: Holding advisory...

What is an In-Kind Transfer?
...This can be confusing for some investors, especially those who are new to investing. In-Kind Transfers vs. Cash Transfers In-kind...

5-Year Financial Plan Example
...between reducing expenses and increasing income to achieve your financial goals. 5. Investing for Long-Term Goals Investing is an essential...

How to Invest Your Money in Your Thirties
...Investment Plan Diversifying Your Portfolio Risk Assessment and Management Investing in Stocks and Bonds Investing in Real Estate Investing in...
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.