John J. Diak, CFP®
The Many Benefits of a Roth IRA
The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning s
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John J. Diak, CFP®
Dec 12, 20172 min read
Enjoy the Rally, But Prepare for the Retreat
Will the current bull market run for another year? How about another two or three years? Stocks will correct at some point. A bear market co
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®
Nov 3, 20153 min read
Millennials: The "Slow and Steady" Generation of Investors
For Millennials, the Great Recession was a wake-up call that investing presents real risks -- and their approach is to take steps to...
John J. Diak, CFP®
Oct 22, 20154 min read
Financial Wellness Programs: Taking Employee Benefits to the Next Level
Financial wellness. On the surface, it sounds like an elusive "trend du jour." But when it is considered in relation to the workplace,...
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