Team McCarty at Diversified Investment Services, Inc.

Team McCarty at Diversified Investment Services, Inc. Wealth management, retirement and tax planning Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

The financial professionals of Diversified Investment Services are Registered Representatives and Investment Advisor Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Diversified Investment Services, Inc. 180 North Riverview Drive,Suite 220 Anaheim Hills, CA 92808 714-974-4500. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html

09/11/2026
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
09/11/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/09/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
09/07/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

09/07/2026

Happy Labor Day! Our office is closed today, see you tomorrow!

09/06/2026

Supporting aging parents and children at the same time can put pressure on your finances, schedule, and emotional well-being. Learn practical steps that can help you balance competing priorities and navigate the challenges of the sandwich generation

Learn the language of life insurance.
09/04/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Is there a role for both active and passive investments in your portfolio?
09/02/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

09/01/2026

College Savings Month starts today! Call us about setting up your 529 plan!

Address

180 N Riverview Drive, Suite 220
Anaheim, CA
92808

Opening Hours

Monday 8:15am - 4:45pm
Tuesday 8:15am - 4:45pm
Wednesday 8:15am - 4:45pm
Thursday 8:15am - 4:45pm
Friday 8:15am - 4:45pm

Telephone

(714)9744500

Website

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