Diamant Asset Management

Directions Website

Diamant Asset Management A Better Approach to Building Wealth

Certain charitable giving provisions became effective for tax years beginning in 2026. There is a new charitable deducti...
09/01/2026

Certain charitable giving provisions became effective for tax years beginning in 2026. There is a new charitable deduction for certain cash contributions by taxpayers who do not itemize and a new floor for itemized charitable deductions. At the same time, Qualified Charitable Distributions remain an important planning strategy for eligible IRA owners. For individuals and families with substantial investment portfolios in retirement assets, this is especially important.

To read the full article, please click on the below link that will bring you to our website.

https://portfolioadvisor.com/charitable-giving-in-2026-what-the-new-rules-mean-for-you/

06/30/2026

Diamant Asset Management provides customized portfolio management for individuals and families who value a thoughtful approach to building and preserving wealth.

As an independent Registered Investment Advisor, we take the time to understand each client’s goals, needs, and life transitions before building a portfolio designed specifically for them. Our investment approach is grounded in research, risk awareness, and decades of market experience.

At Diamant, relationships are at the center of everything we do. Clients work directly with experienced portfolio managers who provide personal attention, practical guidance, and steady support through changing markets and different stages of life.

Founded on ethics and integrity, Diamant Asset Management serves as a dedicated partner for individuals and families seeking a more personal, conservative, and trusted approach to wealth management.

The New Market RealityThe global economic chessboard has been dramatically reset as tariffs mount and trade alliances sh...
03/27/2025

The New Market Reality

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 markets for decades to come. The stakes couldn't be higher. As the tariffs demolish old trade paradigms and forge new geopolitical alliances, will America master this new market reality?

The President has consistently conveyed his clear preference for tariffs as a policy tool. But what exactly are tariffs and how do they work? Tariffs are essentially taxes imposed on imported goods when they cross international borders. Despite common misconceptions, these tariffs are not paid by the foreign country or their manufacturers. Instead, the tariff is paid by the U.S. business that imports the foreign-made goods.

To read the full article, please click on the below link that will bring you to our website.

https://www.portfolioadvisor.com/insights/

Stock Market Crash…. Really?Recently the must-see business news entertainment shows clearly improved their ratings with ...
08/23/2024

Stock Market Crash…. Really?

Recently the must-see business news entertainment shows clearly improved their ratings with headlines like “Stock Market Crash” and “Dow Jones Industrial Average index (DJIA) down over 1,000 points”. The only problem was there was no market crash. Furthermore, the headline “Biggest one day drop since 2022” suggests that the writer has almost two years of market experience.

What is missing is some needed perspective. That comes from either having many decades of market experience or working next to a mentor with such experience. Those of us who have lived through several real stock market crashes instinctively know what a real crash is. With the DJIA currently around 39,000, a 1,000 point drop represents a decline of only 2.6%. A move like this could be the start of a correction, but clearly is not a crash. Conversely, it is interesting when the DJIA moves up over 1,000 points in a few days, the news reporters consider that normal.

To read the full article, please click on the below link that will bring you to our website.

https://www.portfolioadvisor.com/stock-market-crash-really/

The Difficulty of Timing the Stock MarketEver since the New York Stock Exchange started trading in 1792, market timing c...
06/26/2024

The Difficulty of Timing the Stock Market

Ever since the New York Stock Exchange started trading in 1792, market timing continues to be a very arduous and volatile way to achieve stable returns on an ongoing basis, depending on the news catalyst of the day. This unpredictable way of investing in the market often leads investors to heightened emotions of greed and fear.

As the markets reach unprecedented heights, there’s a fear of missing out (FOMO) on further upside potential in the market, which can become an all-consuming obsession. On the other side of the coin, there is also the fear of losing it all (FOLIA) at market highs, which suggests investors can be overly conservative out of fear of a major market correction. As we navigate the ebbs and flows of market cycles and volatility, we are always weighing the potential rewards against the looming risks of FOMO and FOLIA.

To read the full article, please click on the below link that will bring you to our website.

https://www.portfolioadvisor.com/the-difficulty-of-timing-the-stock-market/

Lessons from the “Magnificent Seven”Imagine 2023 unfolding like the plot of the classic Western film, The Magnificent Se...
01/29/2024

Lessons from the “Magnificent Seven”

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 Magnificent Seven, each day akin to a thrilling showdown. As astute investors, we must strategically navigate the markets each day, prepared for whatever “showdown” comes our way. The key is to arm ourselves with knowledge and wisdom to emerge victorious. As we reflect on a year past and consider the one ahead of us, we can’t help but pay homage to the legendary Vice Chairman of Berkshire Hathaway, Charlie Munger, who once said, “Spend each day trying to be a little wiser than you were when you woke up. Discharge your duties faithfully and well, and systematically you get ahead, but not necessarily in fast spurts…And at the end of the day, if you live long enough, most people get what they deserve.” His wisdom and charisma will be missed.

To read the full article, please click on the below link that will bring you to our website.

https://www.portfolioadvisor.com/lessons-from-the-magnificent-seven/

Investing in a “Priced for Perfection” MarketAfter nearly a 10% upsurge in November, the S&P 500 Index is up 18% year to...
11/30/2023

Investing in a “Priced for Perfection” Market

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 reason for this skewed index move is attributed to just one stock. Nvidia, which specializes in making graphic processing units for artificial intelligence, pushed this index moving 14% higher. Overall, it has been a lower return for the rest of the market. This is seen in the equal weighted S&P 500, which is up 5% for the year. And nearly all of that movement occurred in the last few weeks. While the technical trend looks higher, markets moved from slightly undervalued, to overvalued and overbought, leaving a market “priced for perfection”.

In such a challenging environment, our focus centers on refining our investment strategy and recognizing the pivotal role that cash plays in your investment portfolio. The mantra “buy low, sell high” is core to our investment philosophy, so we refrain from purchasing stocks that are at or near all-time highs.

To read the full article, please click on the below link that will bring you to our website.

https://www.portfolioadvisor.com/insights/

10/27/2023

****DIAMANT WEBSITE ANNOUNCEMENT***

We have just updated our website! As part of our continuing modernization of our practice, we have completely redesigned our website to reflect what we do best. In an electronic world with artificial intelligence, where life seems to move too fast, our Refreshingly Human approach stands out. We provide undivided attention from your portfolio manager, which is exactly what individual investors need in these uncertain times. We thrive on complex market conditions, translating this into investment ideas. With experience gained through many market cycles, we truly understand risk and reward and incorporate this in our conservative investing strategies. While high level financial planning is part of our work, our passion has always been to manage portfolios of individual stocks and bonds.

If this is your first time on our website, we invite you to take a look at the type of work we handle. For prospective customers, please call us so we can review how to improve your current portfolio. For our long-term, loyal clients, as always, we thank you for your business. Should you have friends who you think would benefit from our Refreshingly Human approach, we would love to talk with them.
Visit our Website!
https://www.portfolioadvisor.com

Address

440 Main Street, Suite 201
Ridgefield, CT
06877

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Diamant Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category