Diazo Insights

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 what we know with some …

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 …

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 …

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 …

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. First and …

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 …

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 …

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may …

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each …

When exploring partnering with a financial advisor there are many things to consider, here are our top 10 questions to ask during the interview process to ensure you align with …