by Kristie Mileski | Oct 20, 2026 | Uncategorized
What a cybersecurity founder and your Diversified team want you to know about deepfake scams, AI phishing, and imposter scams, plus the simple habits that help keep your family safer. By Tony Brumley, Palisade Cybersecurity, and featuring Brad Cox, Diversified... by Kristie Mileski | Sep 17, 2026 | Articles
How we help you and your loved ones feel prepared, long before you ever need to By Brad Sorenson, CFP®, MSPFP, Diversified Portfolios, Inc. Key Takeaways: · What does financial planning for the unexpected mean, and what does it include? It means putting the... by Kristie Mileski | Aug 26, 2026 | Uncategorized
What changing rates and inflation could mean for the bonds in your portfolio, and the life they’re meant to support By Dan Goldberg, CFA, CFP®, CAIA, Diversified Portfolios, Inc. Key Takeaways: · Why are interest rates and inflation higher? Several... by Kristie Mileski | Jul 15, 2026 | Articles
A financial advisor’s guide to designing a life worth retiring into By Tom Post, CFP®, Diversified Portfolios, Inc. Key Takeaways: · What does a fulfilling retirement actually look like beyond money? A fulfilling retirement depends on social connection,... by Kristie Mileski | Jun 17, 2026 | Articles
What history, a $5 trillion valuation, and a lesson from fiber optics tell us about staying steady in the age of AI. By Dan Goldberg, CFA, CFP®, CAIA, Diversified Portfolios Inc. Key Takeaways: • Is there an AI “bubble?” There may be. A lot of optimism is already... 