Diamond Detail

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.

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.

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!

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!

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.

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.

September is National Preparedness Month. Check out this video to learn more about the resources we have available to you!

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.