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Investment Themes for the Patient Investor (That Aren’t AI)
By Jeff Speight Everyone’s talking about AI. It dominates financial headlines, is the topic of choice at cocktail parties, and your nephew probably told you over the holidays about some AI stock that’s “going to the moon.” No doubt, AI deserves adoration as it has evolved into today’s most compelling investment theme, with its beneficiaries […]
What Keeps Portfolio Managers Up at Night
By: Herbert Diamant When we think about the stock market, we look for ways to invest in companies that have growing businesses that will reward us with higher earnings and stock prices. We have only a passing interest in the next quarter, as our focus is longer term, over the next five to ten years. […]
The Power of a Smart Budget in an Uncertain Economy
By: Sheila Morgan In today’s fast-paced and often unpredictable economy, the concept of a budget carries different meanings for different people. For some, it may evoke restrictions, cutting back on spending to make ends meet. For others, it’s a strategic tool for financial empowerment, helping prioritize spending and achieve long-term goals. Regardless of perspective, one […]
Tariff Fundamentals
By: Herbert Diamant After the April 2nd “Liberation Day” tariff announcements, the reaction of the stock markets was swift to the downside, with a $3.1 trillion decline in market value. This major economic event upended many decades of stable trading relationships between countries friendly to the United States. The core theme is that China continues […]
The New Market Reality
By: Sheila Morgan The global economic chessboard has been dramatically reset as tariffs mount and trade alliances shift, our country faces a critical inflection point. Within just 60 days of President Trump’s return to office, a new economic architecture is taking shape, one that could fundamentally transform our global supply chains, inflation trajectories, and equity […]
Changing Market Volatility
By: Herbert Diamant Something is happening in the markets that represents a material change. Specifically, market volatility has intensified in ways that traditional measurements, including the VIX index, are failing to fully capture, with daily market swings exceeding 1% becoming the new normal. This volatility stems from an interconnected set of economic and policy challenges: […]
Balancing Growth and Income in Estate Planning Portfolios
Estate planning is more than just allocating assets; it’s about ensuring long-term financial security and stability for your heirs while maintaining the growth potential of your wealth. A well-structured estate planning portfolio strikes a balance between growth and income, addressing both current financial needs and future legacy goals. At Diamant Asset Management, Inc., we specialize […]
How Market Trends Affect Your Investment Portfolio
In the ever-evolving world of finance, market trends play a pivotal role in shaping the performance of your investment portfolio. As an investor, understanding how these trends impact your wealth is crucial for making informed decisions and achieving your financial goals. At Diamant Asset Management, Inc., we specialize in helping clients navigate these trends to […]
Why Asset Management Is Key to Achieving Long-Term Wealth
When it comes to building and preserving wealth, asset management plays a pivotal role in achieving financial stability and growth. For individuals, families, and businesses alike, effective asset management ensures that your resources are working as hard as possible to help you meet your long-term financial goals. At Diamant Asset Management, Inc., we specialize in […]
How to Adjust Your Financial Plan During Major Life Changes
Life is full of unexpected changes, and each of these can have a significant impact on your finances. From marriage and starting a family to job changes and retirement, it’s essential to know how to adjust your financial plan during these major life events. At Diamant Asset Management, Inc., we specialize in guiding individuals through […]


