Diamond Detail
DIAMOND DETAIL
December 2025
In the December Diamond Detail, DWA outlines key year-end financial planning priorities and essential December action items, including reviewing required minimum distributions, completing portfolio tax-optimization trades, and finalizing outstanding Roth conversions. Clients are encouraged to contact their DWA advisor as soon as possible with any last-minute planning questions, particularly with the office closing between Christmas and New Year’s. The update also acknowledges market volatility experienced throughout the year while reinforcing the importance of a long-term perspective, noting that over the past 30 years, cash dividends have grown at three times the rate of inflation and the S&P 500’s value has increased fifteen times faster than inflation. CEO Bert White closes by thanking clients for their continued trust and the DWA team for their dedication, reaffirming that while markets cannot be predicted, DWA remains confident in its planning process to help families live with abundance and purpose.
DIAMOND DETAIL
November 2025
In this November edition of the Diamond Detail, we pause to honor the communities at the heart of Diamond Wealth Advisors. This month recognizes Military Family Month and National Family Caregiver Month. We also share updates to our Survivor Guides for Pennsylvania and Virginia. In addition, we highlight the newly updated edition of The Fruitful Retirement.
DIAMOND DETAIL
October 2025
In this October edition of the Diamond Detail, we share key updates for year-end planning, including tax strategies, charitable giving tips, and Roth conversion insights. Plus, we spotlight our partnership with the Carson Group to support breast cancer awareness and recap recent client events. Tune in for timely reminders and a heartfelt message from your silent architects at DWA.
DIAMOND DETAIL
September 2025
Fall is here, and with it comes exciting updates from Diamond Wealth Advisors. This month’s video highlights the success of August’s client event in Carlisle and invites Falls Church clients to register for the upcoming appreciation event featuring keynote speaker Carson Group CEO, Burt White. We also warmly welcome two new team members to the Carlyle office—Danielle Shady and Chehara “Che” Dias Amaratunga—who bring fresh energy and impressive backgrounds to the DWA family.
DIAMOND DETAIL
August 2025
Join us for the August edition of Diamond Detail as we wrap up summer and gear up for fall. This video highlights upcoming client appreciation events in Carlyle and Falls Church, celebrates the vibrant energy at our new office, and reaffirms our core value—Clarity. Discover how Diamond Wealth Advisors brings emotional and financial clarity to life’s transitions, and learn what “Clarity” truly means in action.
DIAMOND DETAIL
July 2025
In this July edition of the Diamond Detail, the team shares a midyear market update and introduces new planning tools like Flourish and Holistaplan to help clients maximize savings and reduce taxes. They also discuss market trends, including increased business owner exits, and their continued focus on building strong client relationships for lasting retirement success.
DIAMOND DETAIL
May 2025
In this month’s Diamond Detail, we reflect on the close of tax season, honor our military clients during Military Appreciation Month, and celebrate the drive of small business owners during National Small Business Week. Learn how Diamond Wealth Advisors is here to support your financial journey through every season.
DIAMOND DETAIL
April 2025
In this month’s Diamond Detail, we highlight Financial Literacy Month and encourage you to take time to review your personal finances—budget, retirement contributions, insurance policies, and estate plans.
DIAMOND DETAIL
March 2025
Tax season is in full swing, and so is market volatility—but remember, volatility is not the same as risk. In this month’s Diamond Detail, Jim breaks down what’s happening in the markets and why we believe a recession is nowhere in sight.
We’re also celebrating exciting growth! Our Virginia office is thriving, and renovations on our expanded Carlisle office will be done soon. Plus, we’re welcoming a new Senior Wealth Advisor, Scott Rucki, to the Diamond Wealth family! Watch the video to hear Scott introduce himself and learn more about what’s ahead.
DIAMOND DETAIL
February 2025
We’re thrilled to bring you this month’s Diamond Detail from Falls Church, Virginia—home to our second office location! I’m excited to welcome our new senior wealth advisors, Brian Swanson and Scott Faust, to the Diamond Wealth team. Jim has known them for years, and their expertise and dedication will be invaluable as we continue to grow.
In this video, you’ll hear directly from Brian and Scott as they introduce themselves and share their passion for serving clients. Plus, stay tuned for even more exciting news in the upcoming months. Don’t miss it—watch now!
DIAMOND DETAIL
January 2025
We are so excited for the year ahead! January at Diamond Wealth Advisors means required minimum distribution discussions and Q1 appointments. If you haven’t scheduled your review yet, now’s the time! Watch this month’s Diamond Detail for all the important updates, and let’s make 2025 a great year together!
DIAMOND DETAIL
December 2024
As we wrap up an incredible year, we’re excited to share some updates and holiday cheer with you. We’re reflecting on the joy of Thanksgiving, celebrating events like Pie Day and the Turkey Trot, and introducing the newest member of our team, Danielle Reager, our Director of First Impressions. Plus, don’t miss a special holiday message from the entire Diamond Wealth Advisors team.
DIAMOND DETAIL
October 2024
Catch the latest updates in our October Diamond Detail! From National Cybersecurity Month tips to our Turkey Trot sponsorship, and a huge thank you for voting us Reader’s Choice—there’s so much to share, including exciting tools coming your way next year.
DIAMOND DETAIL
September 2024
September is National Preparedness Month. Check out this video to learn more about the resources we have available to you!
DIAMOND DETAIL
August 2024
It is back to school time! Hear more from our CEO and Founder, Jim DeGaetano about staying on budget as the new school year ramps up.
DIAMOND DETAIL
June 2024
June is Internet Safety Month. Our CEO and Founder, Jim DeGaetano goes over important recommendations to help keep you and your family safe.
DIAMOND DETAIL
May 2024
May is Military Appreciation Month. Hear from the newest partner Chrissy Ward.
DIAMOND DETAIL
April 2024
Diamond’s Core Value, CLARITY. April is Financial Literacy month. Shred Day & Community Cares Fundraiser April 26th, 12pm-4pm.
DIAMOND DETAIL
March 2024
Jim’s Knee Update, Client Parking, Tax Report, & Shred Day