Diversified Asset Management, Inc. – 2021 2nd Quarter Newsletter
The Cost Of Not Having A Financial Plan Is Surging
With the cloud of the Covid pandemic still hanging heavy across the nation, Americans
are sitting on an unprecedented mountain of cash while income, estate and gift tax rates are changing.
Financial planning in the current environment of accelerated change is suddenly much more important.
If ever there were a silver lining, it's that staying at home has enabled Americans to amass a cash reserve as never before. However, the speed of change has accelerated rapidly, driving up the cost of failing to update a personal financial plan. What's going on?
Counseling You On Financial Risks At Pivotal Moments
2020 was a terrible year, but stocks soared and 2020 was actually a great year for the
Standard & Poor's 500 stock index!
2020 illustrated how investing is as unpredictable as the future, and it was a pivotal time when the advice of a professional could make all the difference in building a retirement portfolio or legacy.”
New Identity Fraud Tactic Targets Amazon Prime Users
If you receive an email update on an order from Amazon that you did not place, beware; it's likely an attempt to steal your credit card information.
View Investment News Through A Historical Lens
Getting the news isn't so easy these days! You need to filter everything you see and hear.
Political, environmental, and financial news - even sports! - must be viewed through a
sophisticated lens.
Equity Risk Premium Grew Wider And More Important
Modern portfolio theory (MPT) holds that investors get paid extra return for
taking risk. The concept is simple but can be hard to implement without coaching and education, and it grew more important lately: Investors who take equity risk expect to earn extra return.
An Investor Insurrection, The GameStop Incident Could Result In Jailtime For Its Leaders
Like lemmings going over a cliff, small investors a have been buying shares of
GameStop and a few other stocks that hedge funds had bet against, causing a short squeeze that is captivating media attention.
Don't fall for it!
The financial fight is widely depicted in the media as a battle of small investors against giant Wall Street hedge funds, and everyone loves an underdog - but it's not that simple.
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Diversified Asset Management, Inc. – 2021 2nd Quarter Newsletter
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
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