John J. Diak, CFP®Feb 20, 20184 minThe Many Benefits of a Roth IRAThe Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning s
John J. Diak, CFP®Dec 12, 20172 minEnjoy the Rally, But Prepare for the RetreatWill the current bull market run for another year? How about another two or three years? Stocks will correct at some point. A bear market co
John J. Diak, CFP®Jul 11, 20173 minKeep Calm, Stay on PlanThe political uproar in Washington may continue for weeks or months, and it could mean significant, ongoing turbulence for Wall Street. As a
John J. Diak, CFP®Nov 3, 20153 minMillennials: The "Slow and Steady" Generation of InvestorsFor Millennials, the Great Recession was a wake-up call that investing presents real risks -- and their approach is to take steps to...
John J. Diak, CFP®Oct 22, 20154 minFinancial Wellness Programs: Taking Employee Benefits to the Next LevelFinancial wellness. On the surface, it sounds like an elusive "trend du jour." But when it is considered in relation to the workplace,...