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Diversified Financial

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From our site you can gather current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, link to various entities that hold your assets, and send us any messages and or questions. You can also stay up-to-date on relevant financial topics through the articles, videos, newsletters and presentations located throughout our site. Thank you for visiting!

Helpful Content

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

 

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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