Hot Topics, From Our President

Those That Don’t Know the Past Are Doomed to Repeat It: Investment Lessons from COVID-19

...my favorite sayings, as it pertains to investing, is ‘Investing works, Investors don’t.’ If you stayed invested last year, you...

Retirement Planning, Helpful Advice, From Our President

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...

Helpful Advice, From Our President, 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...

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

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...

How to Invest, Financial Facts, From Our President

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 Helpful Advice, From Our President

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...

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

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, Post Retirement Tips, From Our President

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,...

How to Invest, Hot Topics, From Our President

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...

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