DiversiFi Capital LLC - Financial Planning & Investment Education

PROP 19 - Understanding the Basics Behind It and Who it Will Affect.

We will also be discussing changes you need to think about before the Feb. 16th deadline. Bring us your questions!

We have Mary Louung, Estate Lawyer joining us to answer questions about Prop 19.

Mary Loung

E: [email protected]

P: 415-997-8778

W: www.lounglaw.com

Budgeting Tips and Tools to Get You Ahead in 2021. Learn the tools and tips to help you get a jump start in 2021 to meet your financial goals!

Announcement from Dfi! We just developed and launched our new 2021 Dfi Annual Financial Day Planner and Complimentary online budget course on Amazon (the link to buy is in the post). This planner was designed by us to help you:

SET & ACHIEVE FINANCIAL GOALS: Organize your finances and take back control of your money with this 2021 finance planner journal and associated e-course that will guide you every step of the way.

It's more than just a monthly budget planner or bill calendar, this comprehensive financial planner covers savings, debts, investments, taxes, insurance, real estate, and more with clear and simple strategies. BUY NOW on AMAZON at https://amzn.to/2VysG6n

JOIN US as we recap this week's financial markets in a jargon-free way and also talk about estate planning basics - what you need to know and be asking.

Dfi-nancial Fridays - Learn How to Invest in Times Like This

There is obviously a lot going on in the world and it makes it challenging to know how to invest. Join us this Friday as we talk about this hot financial topic and help guide you in making your investment choices.

Let's talk about the mortgage industry - interest rates, regulations, fees for refi's, etc. We will be joined by industry veteran, Nikki James, Mortgage Advisor NMLS 293138 from Opes Advisors, a division of Flagstar Bank. Bring us your questions!

With the election less than a week away, COVID numbers climbing, a potential European recession....there is a LOT to talk about.

We will also cover the topic of evaluating your benefit choices for next year.

Also, JOIN US LIVE on Facebook and YouTube every Friday at 3 PM PST and ask questions.

Dfi-nancial Fridays! HOT Topic: RELOCATING and WFH? What are the things you need to consider?

JOIN US as we will be recapping and summarizing the financial events of the week, clarifying in a "Jargon Free" way what it all really means, and answering audience questions.

In addition, we will cover the HOT topic of, RELOCATING and WFH? Tech companies are starting to let their employees work from anywhere — as long as they take a lower salary. Also, Most Tech Workers Can’t Afford to Buy a Home in San Francisco or Seattle - Blind Blog - Workplace Insights (see article links below).

What does it all mean?

We look forward to seeing you and answering your questions!

https://www.businessinsider.com/tech-companies-cutting...

https://www.teamblind.com/.../most-tech-workers-cant.../

DFI-NANCIAL Fridays! We are excited to launch our new show every Friday.

JOIN US as we will be recapping and summarizing the financial events of the week, clarifying in a "Jargon Free" way what it all really means, and answering audience questions.

In addition, we will cover specific financial topics and tips as well as having special guests.

This week we will open our show by discussing, the extremely financially challenging year for so many individuals and families in 2020. We will help bring to light how the services of a financial planner can be helpful in working through many of your decision points and helping you avoid panicked decisions that may turn out to be even more costly down the line.

MYTH: I should only invest in the FAANG stocks. We bust the myth about investing in these stocks!

- FAANG stocks represent 18% of the S&P 500. 

- Only 2 of the 5 FAANG stocks ranked in the top 20 best-performing stocks over the last decade. 

- FAANG stocks have all experienced periods of high volatility which may cause nervous investors to panic sell and realize losses, so they aren’t appropriate for all risk tolerances or time horizons.

Myth: The American Financial Dream is Equally Available to All

Learn more here about our commitment to be the change we all want to see: https://diversificapital.com/about