Diamond Detail
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