Diversified LLC

06/03/2026

The right life insurance trust can help protect your legacy, reduce estate complications, and give you more control over how assets are passed on. Here’s what you need to know before choosing one.

Life insurance trusts are essential tools in estate planning, providing a way to manage and distribute life insurance proceeds efficiently. By establishing a

06/03/2026

Join us on July 9th, 2026, at 12:00 PM for a quarterly recap of the markets and a look ahead to what's next with our investment team.

https://hubs.ly/Q04hYH_v0

06/02/2026

Insurance tip of the day - Document policy details.

06/02/2026

Ever feel like no matter how much you achieve, it’s never quite enough? My latest blog explores the “hedonic treadmill,” and the hidden reason success alone rarely satisfies us for long.

https://hubs.ly/Q04jgtzN0

06/01/2026

Stocks climb a ninth straight week as oil tumbles - learn more in our weekly market commentary.

Stocks Climb a Ninth Straight Week as Oil Tumbles

05/31/2026

This weekend, several members of the Diversified family laced up their sneakers and walked in support of one of our own.

David Levy's wife Alicia is a warrior and Alicia's Army showed up in full force for the Susan G. Komen Walk.

At Diversified, we talk a lot about wealth, health, and happiness. Days like this remind us that health is everything, and that showing up for the people we love is the most important thing we can do.

We are so proud of everyone who walked, and we are so proud of Alicia. 💗

05/29/2026

It's tax fact Friday!

05/29/2026

It's fun fact Friday!

05/28/2026

Tax fact of the day - Start organizing records for next year.

05/28/2026

All-hands on deck. ⛵

Our partner meeting included a little time on the water, because the best teams don't just work well together, they enjoy each other too.

At Diversified, culture isn't something we talk about. It's something we live.