by Laura Long on Aug 4, 2025 10:02:31 AM
Each year, Diazo hosts a Mid-Year Update as an opportunity to highlight our business, some of our trusted partners, give a summary of the first half of the year in the market, and highlight some of our longer-term perspectives.
We know questions about finance can be daunting. That’s why we’re always here to educate you on unfamiliar concepts without talking down to you. We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested and what changes in the market mean for you.
The first year our Mid-Year Update in 2023 launched Diazo’s Concierge Services, and can be found here. For 2024, our discussion centered around the benefits of multi-generational planning, and can be found here.
In 2025, this event felt like it required something different. We wanted to meet the moment to address all the uncertainty. Because the truth is, most of us have a lot of the same questions.
So this year Diazo hosted an open discussion to answer your questions about the current market conditions. Mark Corcoran presented a Mid-Year Market Update. Then, we opened the floor for your questions for our panel, which included local professionals in finance, investing, mortgages, estate planning, taxes, and real estate.
Our guest speakers included:
- Laura Long – Founder of Diazo, LLC
- Justin Long CFP® – Lead Advisor, Founder of Diazo, LLC
- Mark Corcoran CFA® – OCIO, Innovative Asset Solutions to discuss Market Update
- David Yurovchak – Mortgage Professional, Guild Mortgage
- Sabrina Gibson – Tax Attorney, Michaelson Law
- Matthew Mullin – Real Estate Professional, The Mullin Group at Coldwell Banker
Our footage from Diazo’s Third Annual Mid-Year Update is now live on the website here!
Please feel free to access the Speaker Presentations – broken out between Market Update including slides and the Panel Discussion. Photos from the event can be found here.
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Education is empowerment, and we’re here to give you a boost.
