by Joe Lind | May 22, 2025 | Client Service
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management In the chaos of an M&A transaction, there’s no shortage of advisors jockeying for a seat at the table—lawyers, CPAs,...
by Joe Lind | May 13, 2025 | Financial Preparedness
Written by Greg Beck, Chief Growth Officer and M&A Advisor at FocalPoint Advisory Services , and Joe Lind, CEO at Dinergy Wealth Management Most business owners think wealth advisors only show up after the sale—when the wire hits and it’s time to figure out what...
by Joe Lind | May 8, 2025 | Financial Preparedness
If there’s one complaint we hear all the time from people coming to us from other wealth advisors, it’s this: “I don’t feel like I was being listened to.” It’s frustrating. You sit down, talk about your goals, and—before you even finish your sentence—you’re handed a...
by Joe Lind | May 6, 2025 | Investing
One of the biggest frustrations we hear from people looking for financial advice? “I walked into a meeting, and they started talking to me like I had millions to invest.” Look, it’s great when an advisor is excited about options. But if those options don’t fit your...
by Joe Lind | May 1, 2025 | Financial Preparedness
We love Nassim Taleb around here. His idea of “antifragility”—systems that don’t just survive stress but thrive because of it—is a concept that hits home for investors, especially when markets are bouncing around like a toddler after cake. The truth? Your financial...
by Joe Lind | Apr 29, 2025 | Investing
We’ve all heard it: “You need to diversify your portfolio.” And yes, that’s solid advice. But too often, it’s followed by a pat on the back and a pie chart of mutual funds that all tank together when the market sneezes. It’s time to stop diversifying in theory and...
by Joe Lind | Apr 24, 2025 | Investing
Let’s start with the obvious: when someone says “the market is risky,” they’re not wrong—they’re just not being helpful either. Because “market risk” is like saying “the weather is bad.” Is it raining? Hailing? Sharknado? Let’s break it down like real...
by Joe Lind | Apr 22, 2025 | Investing
We live in the age of “track my pizza in real time.” We get twitchy when Amazon takes more than two days. And yet, somehow, we’re expected to be patient when it comes to investing? Yeah, that’s a tough ask. But here’s the thing—patience isn’t just some Zen-master...
by Joe Lind | Apr 17, 2025 | Investing
Let’s be honest—there are a lot of wealth advisors out there. Fancy suits, polished lobbies, and plenty of cookie-cutter advice. But that’s not us. At Dinergy, we’re in this because we genuinely care about people—their stories, their goals, their version of success....
by Joe Lind | Apr 15, 2025 | Nearing Retirement
Let’s be real—investing in your 50s isn’t the same as it was in your 20s. Back then, it was growth-at-all-costs and “retirement” felt like a lifetime away. Now? Retirement isn’t a someday—it’s a real and rapidly approaching season of life. But don’t sweat it....
