Diversified Portfolio Wealth Management

Diversified Portfolio Wealth Management Diversified Portfolio is a full service investment advisory firm focusing on wealth management.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC (finra.org sipc.org). Diversified Portfolio Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financia

l may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

This chart shows major conflicts in the Middle East since 2010 with the S&P 500 price index and Brent crude oil prices. ...
05/12/2026

This chart shows major conflicts in the Middle East since 2010 with the S&P 500 price index and Brent crude oil prices. Since not all possible events can be shown, the events annotated were selected based on their news and market impact.

As this chart shows, the stock market has performed well over the past 50 years despite short-term ups and downs.These p...
04/20/2026

As this chart shows, the stock market has performed well over the past 50 years despite short-term ups and downs.
These periods of turbulence were due to economic, political and global turmoil during those decades.
This emphasizes the importance of staying invested, rather than focusing on days or months, especially as volatility rises.

History shows that Stock Market pullbacks are completely normal. The S&P 500 has experienced an average of 4.6 pullbacks...
03/25/2026

History shows that Stock Market pullbacks are completely normal. The S&P 500 has experienced an average of 4.6 pullbacks of 5% or more per year since 1980, yet the market has delivered positive annual returns in the majority of years. Maintaining a long-term perspective, rather than reacting to short-term market moves, has historically been the most effective approach to building wealth over time.

With tax season upon us, here is a look at current tax brackets for 2025 and a look ahead at 2026 adjustments.
01/15/2026

With tax season upon us, here is a look at current tax brackets for 2025 and a look ahead at 2026 adjustments.

Oil and the U.S. dollar are linked. While they can diverge for some time, there is a mechanical relationship between the...
01/09/2026

Oil and the U.S. dollar are linked. While they can diverge for some time, there is a mechanical relationship between the two.
One reason is because the price of oil is denominated in U.S. dollars. If the dollar rises in value, oil prices tend to fall.
Oil prices have fluctuated due to government policy and geopolitical conflicts.

Check out the Chart below. While bear markets are unavoidable, bull markets are much longer with larger returns. Since...
12/10/2025

Check out the Chart below. While bear markets are unavoidable, bull markets are much longer with larger returns. Since 1956, the average bear market has lasted one year, two months with a decline of 36%. In contrast, the average bull market lasts 5 years 9 months and returns 192%. Moral of the story, long term investors should stay invested through market cycles.

From the chart below you can see properly diversifying your portfolio is the most important way for investors to weather...
11/12/2025

From the chart below you can see properly diversifying your portfolio is the most important way for investors to weather market volatility. It is difficult, if not impossible, to predict which asset class will outperform from year to year.

If you would like to learn more feel free to reach out.

Good news and bad news. Inflation is down according to the Bureau of Labor Statistics. However, the CPI (Consumer Pric...
11/04/2025

Good news and bad news. Inflation is down according to the Bureau of Labor Statistics. However, the CPI (Consumer Price Index) excludes food and energy costs in their measurement of inflation. If you're buying groceries or paying your electric bill you may not be convinced inflation is down.

Does a prolonged government shutdown affect portfolios?Historically, government shutdowns have never had long-term effec...
10/15/2025

Does a prolonged government shutdown affect portfolios?

Historically, government shutdowns have never had long-term effects on the stock market. The longest shutdown in history lasted 35 days during President Trump's first term from 2018 to early 2019. While the past is no guarantee of the future, the S&P 500 went on to gain 31.5% with dividends in 2019.

The accompanying chart shows that historical government shutdowns have often had limited impact on markets, regardless of which party was in power.

If you've tried to time the market your returns have probably suffered.
10/13/2025

If you've tried to time the market your returns have probably suffered.

Address

3444 E. Lake Lansing Road
East Lansing, MI
48823

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15173819881

Website

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