by Joe Lind | Mar 25, 2025 | Investing
At Dinergy Wealth Management, we like to do things a little differently. When we say Growth…Done Differently, we’re not just throwing around a catchy phrase—we actually mean it. For starters, we don’t believe in cookie-cutter financial plans. Your life isn’t...
by Joe Lind | Mar 20, 2025 | Retirement
One of the most common questions we get is, “When can I retire?” The honest answer? It depends. Not on some generic formula, not on an arbitrary number in an algorithm—but on your vision for retirement. Most advisors will run your assets through software, get a...
by Joe Lind | Mar 17, 2025 | Investing
Every day, financial headlines scream for attention—”Stocks Plummet Over Fed Decision!” or “Market Surges on Job Report!” But let’s be honest: most of the time, we don’t actually know if the event in the headline caused the market move. Markets...
by Joe Lind | Mar 12, 2025 | Financial Preparedness
Organizing your financial life begins with getting your records in order. But managing the constant flow of new documents, while also retaining the old, can feel overwhelming. Left unattended, pay stubs, financial statements and tax forms can quickly pile up. Here’s...
by Joe Lind | Mar 11, 2025 | Investing
March Madness is here—the time of year when brackets get busted, Cinderella stories unfold, and emotions run high. But while the chaos is thrilling on the court, it’s the last thing you want in your investment portfolio. Just like in basketball, investors fall victim...
