From Our President, Helpful Advice, Retirement Planning

To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}

...isn’t binary; it isn’t an option: A) investing or option B) overpaying. There are other issues at play, such as...

Market Update

Weekly Market Recap – Inflation Concerns Drive Choppy Week

...investing. With OPEC announcing that production would remain steady through April, the price of crude oil jumped to $66 per...

From Our President, Helpful Advice, Personal Growth

What Your Kids or Grandkids Wonder About Finances

...or parents. Family wealth planning should include just that… family! The real question at hand is, what do kids want...

Financial Facts, From Our President, Helpful Advice, How to Invest

When Should I Be Investing in The Markets?

...rising, regardless of what’s going on economically or politically. So, remember what you’re actually buying. Investing is a continuum, not...

Financial Facts, From Our President, How to Invest

Commodity Investing

...people perceive investing in these types of commodities will lessen their risk during volatile times. Below are Diversified’ s four...

top ten marriage starter plan tips From Our President, Helpful Advice

Top Ten Marriage Starter Plan Tips (Even If You’re Late to The Party)

...Talk Investments – Is your spouse really conservative when it comes to investing and are you an aggressive investor? This...

Banking, From Our President, Helpful Advice, How to Invest

What to Do with the Children’s Savings Accounts?

...it’s a really fun way to get your kids comfortable with the investing landscape early on, as in my experience...

Financial Facts, From Our President, Post Retirement Tips

Not All Risk Is Created Equal

Risk is a personal (and funky) thing when it comes to investing. Generally, it’s formulated with years of experience (good,...

From Our President, Hot Topics, How to Invest

Markets Hit an All Time High, What Did You Learn? {Because Here’s My Top 10}

...has returned to all-time highs. This is simply a fact. If you’re investing in the biggest, most successful, and greediest...

From Our President, Helpful Advice

Top 20 Things Worth the Money (Moolah)

...costs with savings on furniture. Redoing any room is never cheap, but if you aren’t gifted in design and have...

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