Diversify Wealth Management

The latest edition of The Diversify Outlook is here: “Wall Street Is Not Main Street”

This month’s insights explore:
✅ The Main Street Picture
✅ The Wall Street Picture
✅ Investment Implications

The Diversify Outlook is published monthly by Diversify’s Asset Management team, led by Chief Investment Officer, David Wrigley, CFA, CAIA.

Read the full article here: https://www.diversify.com/post/wall-street-is-not-main-street

🎉 Celebrating Two Incredible Milestones! 🎉

Today, we're shining a spotlight on two of our amazing home office team members whose dedication and hard work have exemplified our mission to be Relentlessly Remarkable for our advisors and their clients.

Natina Edgar, Managing Director of Transitions and Integrations hit 15 Years at Diversify! Natina, your leadership and expertise have been instrumental in guiding our advisors as they join the Diversify family. Fifteen years of commitment, innovation, and excellence. We are so grateful for everything you bring to this organization.

Bracken Larsen, Senior Operations Specialist hit 10 Years at Diversify! Bracken, a decade of showing up, delivering results, and supporting our advisors and their clients in the best way possible. Your contributions to our operations don't go unnoticed, and we're proud to have you on the team.

Milestone anniversaries like these don't happen without passion, perseverance, and a genuine investment in the people and mission around you. Natina and Bracken, thank you for being such a vital part of our story. Here's to many more years ahead!

We recently brought together a group of our advisors in Puerto Rico for our Elite Advisor Summit. The goal was to celebrate those who consistently go above and beyond for the clients they serve.

A few highlights:
• Building stronger relationships and sharing ideas across our advisor community
• Conversations that go beyond surface level, focused on how to better serve clients
• Practical, insight-driven sessions designed to elevate the client experience
• A little time to recharge, with activities like ziplining, golf, snorkeling, and a day on the water
• An “Amazing Networking Race” that brought out some friendly competition
• And as always, a sunrise run led by Diversify President, Dave Laga

When advisors step away to learn, connect, and reset, it shows up in how they guide and support the families they work with.

Grateful for the group who made it such a meaningful few days. Looking forward to what it leads to for the clients and communities we serve.

The latest edition of The Diversify Outlook is here: “The Iran Conflict’s Chain Reaction.”

This month’s insights explore:
✅ The Path to De-Escalation
✅ Inflation’s Transmission Mechanism:
✅ Direction of Global Monetary Policy:
✅ Investment Implications

The Diversify Outlook is published monthly by Diversify’s Asset Management team, led by Chief Investment Officer, David Wrigley, CFA, CAIA.

View the full article here: https://lnkd.in/gYGbhQt5

We're proud to share that our very own Ryan O. Smith has been named a 2026 CEO of the Year Honoree by Utah Business. This award goes to those select CEOs who have “made it their mission to elevate the way business is done in Utah.”

We're grateful to Ryan for his vision and leadership that drives Diversify to be relentlessly remarkable in our service to our advisors and their clients.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

Glossary of Scam Terms A helpful glossary of current scams.

Do you know how to make a social impact with your investments? Read more now.

Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.