Diversified Wealth Management Solutions
7498 N Remington Ave, Suite 103
Fresno, CA 93711
Phone: (559) 412-8492

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March 2017 Newsletter

March 6, 2017
Newsletter - Mar 2016

In our March 2017 Newsletter we discuss some key retirement saving statistics, events affecting the markets, and helpful information to better understand an IPO.  Download our Newsletter Diversified Wealth Management Solutions March2017_Newsletter How Americans are saving for retirement Recent estimates indicate that the Social Security Trust Fund will run out of its surplus in 2034.…

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June 2016 Newsletter

June 3, 2016

In our June 2016 Newsletter we examine the challenges the United States Postal Service has been faced with, review some of the headlines affecting the markets and discuss the importance of having a will. Download Newsletter June 2016 Diversified Wealth Management Solutions Neither Rain, nor Sleet, nor Snow… Every fiscal year since 2007, the United States…

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Happy Memorial Day Weekend

May 27, 2016

Diversified Wealth Management Solutions would like to wish everyone a Happy Memorial Day Weekend and say Thank you to all of those who have sacrificed and continue to sacrifice for all of us!

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Retirement Plan Fee Comparison Report

May 18, 2016

Are you overpaying for your Company Retirement Plan? When was the last time, your advisor did a cost comparison to try and save you money? Diversified Wealth Management Solutions has recently launched a new Retirement Plan Cost Comparison Tool that will provide you with a clear picture as to whether or not you are leaving…

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5 Major Mistakes People Make before Retirement

May 12, 2016

The Road to Success is paved by learning from others mistakes.  Take a look at 5 Major Mistakes People Make Before Retirement.

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May 2016 Newsletter

May 4, 2016

In our May 2016 Newsletter we discuss an H1-B or special visa allowing US businesses to hire highly educated foreign workers, we highlight key activities affecting the market and examine the impact of going back to school.  Download Newsletter May 2016 Diversified Wealth Management Solutions The H-1B Crunch If you’re like most people, the code “H‐1B”…

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Health Living Healthy Wallet

April 25, 2016

Six tips that can lead to healthier living and save you money at the same time!  Healthy Living Healthy Wallet

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Tax Loss Harvesting

April 14, 2016

Are you looking for ways to lower your end of the year tax bill?  Consider utilizing tax loss harvesting.  By effectively implementing this strategy you can use losses sustained by some of the investments in your portfolio, to offset some or all of the capital gains by other investments.  In addition to lowering your capital gains…

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April 2016 Newsletter

April 4, 2016

March was a strong month for the markets.  In our April 2016 Newsletter we highlight some of the key events that took place in March.  We examine how trying to “Keep up with the Joneses” affects our spending habits.  Lastly, we consider the potential impact on the U.S. and Cuban economies, if the U.S. were…

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Estimating Retirement Income Needs

March 24, 2016

Are you prepared for Retirement?  One of the crucial factors in determining your ability to retire comfortably, is understanding what your Retirement Income Needs will be.  It is important to consider what retirement looks like for you.  Do you plan to travel extensively, join a social/country club, provide financial support to children, etc.?  What does your families life expectancy and…

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