Diamant Asset Management
Focusing on financial portfolio management for high-net-worth individuals and families
By: Herbert Diamant IRAs are no longer tax-efficient, multigenerational, wealth creators. Back in 1981, IRAs became a terrific way to promote retirement savings for individuals. Americans began …
Continue Reading about Changes to the Individual Retirement Account Structure →
By: Sheila Morgan Legendary investor Warren Buffett once stated, “I never know what markets are going to do… they are going to go up and down…but in terms of what’s going to happen in a day or a …
Continue Reading about Charting the Course: Understanding the Twists and Turns of the Markets →
By: Sheila Morgan Imagine 2023 unfolding like the plot of the classic Western film, The Magnificent Seven. In this cinematic journey, the markets are like the rugged landscapes traversed by The …
Continue Reading about Lessons from the “Magnificent Seven” →
By: Herbert Diamant After nearly a 10% upsurge in November, the S&P 500 Index is up 18% year to date. However, only a few of the underlying stocks in this index moved up this much. The primary …
Continue Reading about Investing in a “Priced for Perfection” Market →
By: Sheila Morgan Portfolio management, much like the creative process of painting, involves a careful selection of elements and arrangement in order to achieve a distinct and methodical outcome. …
Continue Reading about The Artistry of Portfolio Management: A Refreshingly Human Approach →
By: Sheila Morgan As we head into the last two months of the year, this time serves as a point of reflection on the year and the resolutions we had hoped to achieve and lament on the ones we …
By: Sheila Morgan As we head into the third quarter, we, as investors are faced with a mosaic of uncertainties that we’ll examine together. The Federal Reserve (Fed) took its most hawkish stance …
By: Herbert Diamant As we head into 2023, I wanted to share some topics that will impact investing in the markets. Given their collective impact, it is helpful to outline the significant …
