Diamond Wealth Advisors

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Diamond Wealth Advisors True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well.

It’s confidence in your future.

09/30/2026

What happens when you inherit a retirement account? There are important rules—and potentially costly mistakes—to be aware of. In this short, we’re breaking down what you need to know when inheriting a retirement account.

Treasury yields shot higher last week. Stocks basically shrugged.The S&P 500 gained, the Nasdaq hit new highs, and the e...
09/28/2026

Treasury yields shot higher last week. Stocks basically shrugged.

The S&P 500 gained, the Nasdaq hit new highs, and the economic data still looked pretty solid. Consumers are spending, layoffs remain low, and earnings have held up even as inflation and interest rates stay elevated.

Higher yields still matter. But so far, they haven’t been enough to knock stocks off course.

More on what’s holding up and what could change the picture: https://www.diamondwealthadvisors.com//insights/blog/market-commentary-stocks-climb-despite-soaring-yields/

Most of us know what we’d like our investments to do over time.What’s harder to pin down is how much risk we’re actually...
09/26/2026

Most of us know what we’d like our investments to do over time.

What’s harder to pin down is how much risk we’re actually comfortable taking to get there.

That’s where this quick quiz can help.

Take the Investment Risk Tolerance Quiz to get a better sense of how you think about long-term growth and risk: https://www.diamondwealthadvisors.com//risk-tolerance-quiz/

Big deficits usually show up when the economy is under stress.That’s what makes the current situation different.We’re mo...
09/25/2026

Big deficits usually show up when the economy is under stress.

That’s what makes the current situation different.

We’re more than five years into an economic expansion, inflation is still elevated, and the federal deficit has already reached about $1.8 trillion with two months left in the fiscal year.

Add the huge capital needs of the AI buildout, and there’s a lot of competition for money.

See why that combination is putting more pressure on the cost of capital: https://www.diamondwealthadvisors.com//insights/blog/fiscal-deficits-are-exploding-and-thats-a-problem/

09/24/2026

What happens when you inherit a retirement account?

Inheriting an IRA or other retirement account can come with important decisions—and the rules aren’t always straightforward.

In our latest Thought Leadership Series video, “Inheriting Retirement Accounts 101,” we break down some of the key considerations beneficiaries should understand, including what to think about when it comes to withdrawals, taxes, and creating a strategy for an inherited account.

Whether you’ve recently inherited a retirement account or want to be prepared for the future, understanding your options can help you make more informed decisions.

The plan with the lowest monthly premium isn’t always the one that saves you the most money.A plan might look great on p...
09/24/2026

The plan with the lowest monthly premium isn’t always the one that saves you the most money.

A plan might look great on paper, but once you add in your doctors, prescriptions, and what you’ll actually pay out of pocket, the numbers can shift fast.

That’s why open enrollment is about more than just comparing monthly premiums.

See five things to look at before choosing your coverage for the year ahead: https://www.diamondwealthadvisors.com//insights/blog/5-tips-for-getting-the-right-medicare-coverage-this-open-enrollment-season/

You may never feel completely ready to send your child off to college.But financially, you can get a better idea of wher...
09/19/2026

You may never feel completely ready to send your child off to college.

But financially, you can get a better idea of where you stand.

Whether college is around the corner or still years away, this quick quiz can help you gauge how prepared you are for future college expenses.

Answer 9 questions and get access to the College Expenses Checklist when you finish: https://www.diamondwealthadvisors.com//college-readiness-quiz/

A retirement budget can look solid on paper and still miss what your lifestyle actually costs.More time at home can mean...
09/18/2026

A retirement budget can look solid on paper and still miss what your lifestyle actually costs.

More time at home can mean higher utilities. More free time can turn into more dinners out, projects, or trips. Those little extras can add up faster than expected.

Instead of starting with what you think you’ll spend, it may help to look at what your current lifestyle is really costing you.

See the tips that can help you build a more realistic retirement spending plan: https://www.diamondwealthadvisors.com//insights/blog/dont-blow-your-budget-tips-to-create-your-retirement-spending-plan/

Address

1 Tyler Court
Carlisle, PA
17015

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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