From Our President, Retirement Planning, Happiness

How Stoic Principles Can Improve Your Financial Decision-Making

...investing appropriately due to the fact of a bad experience in the past.  I’ll hear statements like, “I lost so...

Overpaying Your Debts?  Why? From Our President, Financial Planning

Learn Why You are Overpaying Your Debts:

...constructive loans) aggressively?”.  Many times, people say they know it is a “stupid” thing to do, to pay down lowish...

The Lakers! From Our President, How to Invest

The Lakers: Key Takeaways from Their Season and What It Means for Fans

https://youtu.be/obVe4Avzqvg Table of Contents The Lakers! Selling the Lakers Investing Instead Investing in Something Risky The Lakers! I have always...

Newton’s Law of Finance From Our President, Banking, Credit Cards

Newton’s Law of Finance

https://youtu.be/z_yc0vmO7QM Table of Contents Understanding Newton’s Law of Finance in Investing Equal Reactions Compromise Priorities and Goals Understanding Newton’s Law...

And That is The Markets (If You Can't Handle the Heat) From Our President, How to Invest

And That is The Markets (If You Can’t Handle the Heat)

...of February into March, and we saw a sharp decline.  Those nervous Nellies started getting anxious and began questioning investing...

The Potential Benefits of Holding Stocks for the Long Term How to Invest

The Benefits of Holding Stocks for the Long Term

...the myriad benefits of long-term stock investing, providing insights that can help you make informed decisions for your financial future....

What is a Self-Directed 401(k) Plans Financial Planning, Article

What is a Self-Directed 401(k) Plans

...rental properties or commercial real estate can provide a steady income stream and potential appreciation. Precious Metals: Investing in gold,...

Can You Write Off Property Taxes? Taxes

Can You Write Off Property Taxes?

...been overvalued, they can appeal the assessment with local tax authorities. This process may involve: Consider Tax-Deferred Accounts Investing in...

Understanding Taxes on Stock Investments Taxes

Understanding Taxes on Stock Investments

Table of Contents Understanding Taxes on Stock Investments The Basics of Capital Gains Tax Short-Term vs. Long-Term Capital Gains Tax...

How to Save for Retirement After 50 Article, Retirement Planning, Financial Planning

How to Save for Retirement After 50

...you near retirement. Alternative Investments Explore alternative investment opportunities to further diversify your portfolio. Real Estate: Investing in real estate...

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.