BlackDiamond Wealth Management

BlackDiamond Wealth Management We are a modern boutique financial planning firm with a team heralding from all different backgrounds.

Our firm is built on the understanding that every person is unique and has one-of-a-kind circumstances that need to be addressed.

Last week, the markets showed mixed performances as earning season continues to unfold. Swipe through for insights on ma...
10/30/2024

Last week, the markets showed mixed performances as earning season continues to unfold. Swipe through for insights on major earnings, economic data, and what’s ahead in this eventful week.

As always, reach out with any questions or needs — we’re here to help.

Today, we wanted to extend our warmest wishes to all of those navigating the start of a new school year!Whether you’re a...
09/06/2024

Today, we wanted to extend our warmest wishes to all of those navigating the start of a new school year!

Whether you’re a student, teacher, or parent, we hope the year ahead is one of success and happiness. If you need anything as you settle into the new routine, remember that our team is just a phone call away.

Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even ...
09/04/2024

Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even with strides toward equality, there's still a notable difference that affects women's retirement. Swipe for an overview of the gender gap in retirement planning and ways our team can help clients combat it.

Wishing all of you a joyful Labor Day! We hope it’s filled with relaxation and happiness in the company of friends and f...
09/02/2024

Wishing all of you a joyful Labor Day! We hope it’s filled with relaxation and happiness in the company of friends and family. Just a reminder, our office will be closed today, Monday, September 2, in celebration of the holiday. We’ll be back to assist you tomorrow.

Wishing all of you a fun and memorable Labor Day weekend! What are you up to this weekend? Indulging in good food? Enjoy...
08/30/2024

Wishing all of you a fun and memorable Labor Day weekend! What are you up to this weekend? Indulging in good food? Enjoying some well-deserved naps? Let us know!

Please note that our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, eager to assist with anything you need.

When thinking about retirement, preparing your state of mind is equally as important as preparing financially. Being a m...
08/28/2024

When thinking about retirement, preparing your state of mind is equally as important as preparing financially. Being a major life transition, you need to be prepared in every aspect.

Long-term care is vitally important for seniors to age comfortably, but costs are on the rise ↗️ And importantly, Medica...
08/26/2024

Long-term care is vitally important for seniors to age comfortably, but costs are on the rise ↗️ And importantly, Medicare typically does not cover long-term care. The good news: Through proactive, strategic planning now, you can set yourself up well for long-term care needs down the road. Swipe through for an overview of the situation and your options.

Our team at BlackDiamond loves history, and as we finish up the month of August, we're excited to share some fascinating...
08/23/2024

Our team at BlackDiamond loves history, and as we finish up the month of August, we're excited to share some fascinating historical events that occurred this month!

🧪 August 1, 1774: English chemist Joseph Priestley made a groundbreaking discovery by successfully isolating oxygen for the first time, marking a vital step forward in the field of chemistry.

📰 August 5, 1924: The debut of the "Little Orphan Annie" comic strip introduced a new form of entertainment and joy to many readers. A moment that changed the comics world forever!

🎈 August 17, 1978: The first successful transatlantic balloon flight was achieved by Max Anderson, Larry Newman, and Ben Abruzzo, who landed in France after a daring journey from Maine.

These moments from history remind us of humanity's incredible capacity for discovery, creativity, and adventure.

On August 21st, we celebrate the innovative spirits and resilient minds of entrepreneurs everywhere. At BlackDiamond, we...
08/21/2024

On August 21st, we celebrate the innovative spirits and resilient minds of entrepreneurs everywhere. At BlackDiamond, we're lucky to serve a number of these creative and driven individuals. Entrepreneurs not only build their dreams but also create value and opportunities within our communities. Today and every day, we’re proud to support entrepreneurs with insights and strategies that strengthen their business endeavors.

Stock market indexes are essential indicators of the stock market’s current status. The major indexes, such as the Dow J...
08/19/2024

Stock market indexes are essential indicators of the stock market’s current status. The major indexes, such as the Dow Jones, S&P 500, and Nasdaq 100, each track different segments of the market. Swipe through to learn more about these major indexes and what they represent.

While the summer is coming to a close, it's never to late for an end-of-summer weekend get-a-way! Here are some of our t...
08/16/2024

While the summer is coming to a close, it's never to late for an end-of-summer weekend get-a-way! Here are some of our top destinations within a 3 hour drive from NYC.

Today marks an important day to reflect on our financial health and education: National Financial Awareness Day. With th...
08/14/2024

Today marks an important day to reflect on our financial health and education: National Financial Awareness Day. With that in mind, we’re sharing three eye-opening stats about the state of finances in America:

Emergency Savings: Only 48% of Americans have enough emergency savings to cover at least three months' worth of expenses, as of May 2023. Alarmingly, 22% have no emergency savings at all. This underscores the crucial need for improved financial planning.

Debt vs. Savings: A concerning trend shows that 36% of U.S. adults have more credit card debt than emergency savings in 2024 — the highest percentage since 2011. Managing debt is a continuing challenge for many.

Financial Anxiety: A staggering 77% of Americans report feeling anxious about their financial situation, according to a recent Mind over Money survey by Capital One and The Decision Lab. Financial concerns range widely from savings and retirement plans to affording housing or education.

Address

12 E 49th Street, 11th Fl
New York, NY
10017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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