Diamond Wealth Advisors

Newsletters

Take Advantage of Deductions for Business Investments

A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
Consider Market Caps for Diversification

2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
Full House: Adult Children Coming Home

If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.