by Joe Lind | Apr 1, 2025 | Investing
One of the biggest frustrations we hear from couples? “Our old advisor only talked to one of us.” Maybe they focused on whoever set up the meeting. Maybe they assumed one spouse handled all the finances. Either way, the message was clear: One of you matters more than...
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 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 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...
by Joe Lind | Mar 6, 2025 | Investing
March Madness is full of surprises. Every year, we see overconfident fans (and analysts) predict a flawless bracket—only to watch a Cinderella team bust it wide open. The same thing happens in investing. Overconfidence bias makes us believe we can predict market...
by Joe Lind | Feb 18, 2025 | Investing
Rolling over a traditional IRA into a Roth IRA isn’t just a financial move—it’s a long-term strategy with powerful tax benefits. While these rollovers were all the rage a few years back, they’ve fallen off the radar for many. But for the right individual, they can...
