Diazo Insights

Diazo | Welcome to 2022

3 min read
Jan 3, 2022 12:00:00 AM

Good morning and welcome to 2022. I just wanted to kick off this year by sharing a little bit of information about the last few years.

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Topics: Markets |

Volatility Returns

4 min read
Dec 3, 2021 12:00:00 AM

Volatility returned in a big way over the last few trading sessions, with this being the case I wanted to get the thoughts of where things are and what things are having …

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Topics: Politics | Markets

Prices Going Up in 2022?

3 min read
Nov 19, 2021 12:00:00 AM

I hope you're warm, well, and looking forward to some time with family and friends.

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Topics: Markets |

Capitol Hill is producing more drama than Hollywood

3 min read
Oct 15, 2021 12:00:00 AM

We've got bold statements, ultimatums, cliff-hangers, and confusing sequels. We've even got folks paddling up to Senators' party boats to discuss tax reform. Let's recap …

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Topics: Politics | Markets

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

3 min read
Aug 27, 2021 12:00:00 AM

How are you doing? Are you making plans for fall or taking a step back to reassess? Can you hit reply and let me know? There's a lot to weigh right now, so I'm curious to …

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Topics: Markets |

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

3 min read
Aug 11, 2021 12:00:00 AM

Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to whip up emot …

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Topics: Markets |

Is the Sky Falling?

2 min read
Jul 23, 2021 12:00:00 AM

There's a lot going on in the world right now. I thought this blog was going to be about the $3.5 trillion budget deal or what to do with any child tax credits that may b …

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Topics: Markets |

How Do I Break Up with My Financial Adviser?

5 min read
Jul 14, 2021 12:00:00 AM

In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it.

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Topics: Financial Planning |

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

5 min read
Jul 7, 2021 12:00:00 AM

I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large firm is change …

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Topics: Financial Planning |

Infrastructure and Taxes

3 min read
Jun 7, 2021 12:00:00 AM

Are you tired of hearing about taxes? It seems as if this is a never ending debate. Alas, here we are. I will try here to provide some clarity to what is going on in Wash …

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Topics: Financial Planning |
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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