Financial Facts

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
Weekly Market Recap Markets Rally to Push Stocks to Record Levels
After dropping on Monday, stocks rallied the rest of the week and ended near or above record levels. We saw global markets (represented by the MSCI All Country World Index) up 2.6% and domestic stocks (represented by the S&P 500 Index) up 2.7%. Read more
Colin Knowles Choppy seas at sunset II
March 8, 2021 Despite it being choppy, most equity markets were positive last week... Read more
We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times. On top of that, we’ve expanded our client base to include our Wayne office, which comes with many fresh, new faces to the Diversified Lifelong Advisor family. Because of this, I think it’s worth reinforcing the Pledges we have at Diversified for all who we’re blessed to work with. Read more
Nowadays, this question comes up frequently and, quite frankly, I get it. The markets are at all-time highs after being decimated last year during the height of the pandemic. Businesses are still closed, and although things are trending up, it certainly doesn’t “feel” like it should be the all-time highs in the stock market. Read more
Like it or not, come January 20th, 2021 there will be a new POTUS living at 1600 Pennsylvania Ave. His name is Joe Biden and he’s on the more moderate side of the Democratic party. This article, however, will not be about who resides there. Instead, it’ll be about one of the two certainties in life besides death: Taxes! Read more
Due to election jitters, I’ve been getting this question a lot more these days, and more people are asking about commodity investing (i.e. precious metals, oil, etc.).  Any time people get nervous, this question comes up, as people perceive investing in these types of commodities will lessen their risk during volatile times. Read more
Risk is a personal (and funky) thing when it comes to investing. Generally, it’s formulated with years of experiences (good, bad, or indifferent) which leads us to our risk profile. One of the biggest components in investment risk taking is a good education with facts and figures, and not one’s emotional experiences. That information can lead to formulating an accurate risk tolerance. Read more
At the most basic level, the more investing risk you take, the higher the potential reward. Risky stocks, for instance, will be more volatile; however, by exposing yourself to all this risk, you anticipate the payoff to be commensurate with that risk. Truth be told, that’s typically the truth otherwise why would anyone take the risk. Read more
As one spouse nears retirement (what they’ve worked 40 plus years to enjoy), the other spouse may be in the thick of their professional career. This creates an interesting and tricky balance—the retirement needs of one spouse and the career needs of the other. Now-a-days, it’s extremely common to see a household that requires both spouses to earn income. In a lot of cases, quite frankly, that second income is necessary to assure an on-track retirement. Read more

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