John J. Diak, CFP®
Beware of Emotions Affecting Your Money Decisions
Emotions can keep people from doing the right things with their money – or lead them to keep doing the wrong things. As you save, invest, an
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John J. Diak, CFP®
Jul 25, 20172 min read
Investing in Your Beliefs
Many investors wind up buying shares of companies whose beliefs and business practices are far removed from their own. Often, they simply ha
John J. Diak, CFP®
Jul 11, 20173 min read
Keep Calm, Stay on Plan
The political uproar in Washington may continue for weeks or months, and it could mean significant, ongoing turbulence for Wall Street. As a
John J. Diak, CFP®
Jun 27, 20173 min read
Insurance and Investments
Insurance is a vital, necessary aspect of a long-term financial plan. Insurance may not be as exciting to the average person as investments,
John J. Diak, CFP®
Mar 6, 20173 min read
Active & Passive Investment Management
Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance.
John J. Diak, CFP®
Dec 1, 20163 min read
What to Know About Annuities
Many participants in employer-sponsored retirement savings plans have the option to convert their plan assets into a guaranteed annuity when
John J. Diak, CFP®
Sep 2, 20164 min read
Consider Sector Funds for Targeted Diversification
Traditionally, one of the cornerstones of mutual fund investing has been risk reduction through diversification. By purchasing shares in...
John J. Diak, CFP®
Aug 31, 20163 min read
Growth vs. Value: Two Approaches to Stock Investing
Growth and value are two fundamental approaches, or styles, in stock and stock mutual fund investing. Growth investors seek companies...
John J. Diak, CFP®
Aug 25, 20163 min read
The DOL Revisits Conflict of Interest Rules
Over the past several decades, there has been a significant shift in the retirement savings landscape away from employer-sponsored...
John J. Diak, CFP®
Jul 5, 20167 min read
The Mathematics of Investing
This report is a handy reference for those who want to calculate their own investment metrics such as yield and annual return. There are...
John J. Diak, CFP®
Jul 2, 20162 min read
When Should You Sell an Investment?
Buying appropriate securities is only half the story of sound investing. It is also important to be able to "read the signs" and know...
John J. Diak, CFP®
Jul 1, 20165 min read
Benchmarks Gauge Investment Markets
This report focuses on using market benchmarks to match investments to your financial objectives and needs. The performance of your...
John J. Diak, CFP®
Jun 20, 20165 min read
Getting Value in a Vacation Home
There are two great reasons for buying a vacation home: You want one and you can afford to buy it. Buying a vacation home as an...
John J. Diak, CFP®
May 31, 20162 min read
Focus on the Forest, Not the Trees, of Investing
It's a message worth repeating. Investing is a matter of focus. Despite recent disappointments in stock market performance, investors who...
John J. Diak, CFP®
May 16, 20163 min read
Get in the Habit -- Smart Investing Habits to Adopt This Year
A positive investment outlook requires a disciplined approach to managing your assets. This year, consider establishing healthy investing...
John J. Diak, CFP®
Mar 8, 20163 min read
Millennials: The "Slow and Steady" Generation of Investors
With some $30 trillion poised to change hands over the next several decades from parents and grandparents to so-called Millennials --...
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