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Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested.

October 2024 Market Observations

Guide to Recessions

3 Steps to Escape Portfolio Panic (+ 2 Ugly Mistakes to Avoid at All Costs)

We're in Bear Country. What Now?

Uncertainty vs Reality (Question Inside)

Recession Ahead? (Hope Inside)

Hard Times (Hope Inside)

What Comes Next?

When Whales Fight

Markets are Driven by Numbers, Right?

Diazo | Welcome to 2022

Volatility Returns

Prices Going Up in 2022?

Capitol Hill is producing more drama than Hollywood

Could the Fed's actions cause a correction or economic slowdown?

Headlines are looking grim again, so let's pause and take stock.

Is the Sky Falling?

How Do I Break Up with My Financial Adviser?

Is Your Financial Adviser at Your Big Box Broker Dealer Changing Again?

Infrastructure and Taxes

What is a CERTIFIED FINANCIAL PLANNER™ Professional?

Financial Planning: Helping You See the Big Picture

Top 10 questions to ask potential financial advisors

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Diazo Insights

We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested. Whether you’re figuring out how to limit your tax burden after an inheritance or looking at the costs of launching a company, stay up-to-date with the latest articles, videos, and research on investment management, tax planning, and more. Education is empowerment, and we’re here to give you a boost.

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