Recently, I received a call from my office telling me one of my clients put in sell orders and it looked like he was transferring all of his money out. This is not any ordinary client. He is a special client we’ll call Fred. He has been with me since the 90s. His late father and elderly mother first invested with me in 1982. Blog
DID YOU SAY 8% GUARANTEED ??
October 12, 2019Recently, I received a call from my office telling me one of my clients put in sell orders and it looked like he was transferring all of his money out. This is not any ordinary client. He is a special client we’ll call Fred. He has been with me since the 90s. His late father and elderly mother first invested with me in 1982. CHOOSE YOUR INVESTMENT PHILOSOPHY WISELY
September 12, 2019
Creation of an Investment Portfolio Tom Diem, CFP®, ChFC® Active vs. Passive vs. StructuredWhen you constructed your investment portfolio you invariably followed one of three schools of thought. Active Management, Passive Management and a Passive variant called Structured Portfolio served as the main contenders for your money. MARKET CRASHING? ARE YOU PREPARED?
August 12, 2019
What to do NOW to Prepare for the Next Market Crash Everyone has his or her own definition of a crash. At Diem Wealth we define a crash as ‘a sudden dramatic decline of stock prices across a significant cross section of the stock market of 20% or more’. Since 1926 the S&P 500 has experienced 26 drops of 20% or more. 7 of these 26 drops were 30% or more...5 401(K) TRAPS THAT CAN DAMAGE YOUR RETIREMENT AND WHAT YOU CAN DO ABOUT IT
July 12, 2019
In 1980, Ted Benna, an employee benefits consultant, started the first known 401(k) plan at his own employer, The Johnson Companies. Ted found an obscure provision written into law in 1978 enabling companies to help their employees save on a pre-tax basis for retirement.Over time, companies found 401(k) Plans to be an employee benefits panacTURN YOUR HEADLIGHTS ON!
June 27, 2019
Don’t Drive into Retirement Without a Plan If you’ve ever traveled to second or third world countries, you knew you were not in Kansas anymore. Having lived a sheltered life in the Midwest and an Army Tour in Germany, I was not what you’d call a seasoned traveler.