Skip to main content

Diligent Investors LLC

  • Home
  • About Us 
    • Our Philosophy
    • Our Process
  • What We Do 
    • Our Services
    • Investments
    • Estate and Succession Planning
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Our Clients
  • Our Team
  • Resources 
    • Useful Websites
    • Financial Calculators
  • Contact
  • Form CRS
  • BrokerCheck
  • Client Access

    You are here

  1. Home
  2. Archived Blog
  3. February 2016

February 2016

Should You Have a Living Trust?

Submitted by Diligent Investors LLC on February 29th, 2016

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

  • Read more

Understanding Your True Risk Tolerance is Vital to Portfolio Performance

Submitted by Diligent Investors LLC on February 24th, 2016

As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished retirement savings accounts, and chronic economic sluggishness has taken a severe toll on the American psyche. For many investors, it may have forever altered the way in which risk is perceived and managed.

  • Read more

Recent Blog Posts

  • Debt and Retirement: Can You Handle Both?
  • Creating an Investment Philosophy
  • Managing Emotions and Expectations during Market Uncertainty

Archived Blog

  • February 2023 (2)
  • April 2020 (1)
  • May 2018 (2)
  • March 2016 (1)
  • February 2016 (2)

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 800-798-5713

Email: contact@diligentinvestorsllc.com​

1447 Ford St, Suite 200, Redlands, CA 92374

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Investment advisory services are offered through Diligent Investors, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offers legal or tax advice.  This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department . Check the background of the investment firm on SEC’s  ADVISER CHECK.

© 2025 Diligent Investors, LLC. All rights reserved.

Website Design For Financial Services Professionals