Recent Blog Posts

downsize in retirement
Do retirees really downsize their homes during retirement? Or, do they "right-size" or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen. Read more
Learn about the Blue Zone with Andrew Rosen
If you'd prefer to listen or watch our extended video blog on the Blue Zone with Andrew Rosen, you can do so here. Read more
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%. Read more
Blue Zones are ares with high populations that experience longevity.
In this Wealth, Health and Happiness Interview, Andrew Rosen talks with Nick Buettner, co-founder of the Blue Zones project. Read more
Nick Buettner
Enjoy Andrew Rosen's interview with Nick Buttner, co-founder of the Blue Zones Project. This interview is part of our Wealth, Health and Happiness Series. Read more
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. Read more
nasdaq
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%. Read more
NFT
What is an NFT? Learn about Non-Fungible Tokens and more with Andrew Rosen of Diversified Lifelong Advisors. Read more
markets mixed
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. Read more
What I learned about personal finance in my 30s
Read along to discover what I learned about personal finance in my 30s, from Andrew Rosen of Diversified Lifelong Advisors. Read more