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...
by Kristie Mileski | May 12, 2026 | Articles
How do you know you’re ready to retire? Three couples, three different paths, and the one question that helped all of them find clarity. By Ronald M. Yolles, JD, CFA, Diversified Portfolios Inc. Key Takeaways: • How do you know when it’s time to retire?...
by Kristie Mileski | Apr 15, 2026 | Articles
A complete guide to the financial realities, emotional decisions, and conversations families don’t know to have until it’s time. By Tom Post, CFP® , Diversified Portfolios Inc. Key Takeaways: • What types of assisted living options are available? Most families are...
by Kristie Mileski | Mar 17, 2026 | Articles
You saved for decades, and the numbers say you’re ready. So why does spending still feel like you’re doing something wrong? By Katie Wagner, CFP®, Diversified Portfolios Inc. Key Takeaways: • Why does retirement spending feel so uncomfortable? Because...
by Kristie Mileski | Feb 17, 2026 | Articles
From missing out on mega backdoor Roth opportunities to overconcentration risk and more By Dan Goldberg, CFA, CFP®, CAIA, and Connor Hughes, CFP®, Diversified Portfolios Inc. Key Takeaways: Key Takeaways · What is a mega backdoor Roth? It’s an advanced...
by Kristie Mileski | Jan 14, 2026 | Articles
The difference often comes down to systems, transparency, and having the right support By Bradley Sorenson, CFP®, MSPFP, Diversified Portfolios Inc. Key Takeaways • What separates financial resolutions that stick from those that don’t? Discipline matters, but the kind...
