Educate and Inform

Great Diamond Partners educates and informs our clients about the markets, investing, planning and other topics relevant to our firm. Please contact us directly to discuss any of the information posted here.

November 2020 in Client News & Education

The Compass | Client News | November 2020

By Meg Scott

• 2020 The Bright Side of a Bear: A Message from Steve

• Year-End Gifting

• Important Reminder

• Tax Loss Harvesting

• Working Remotely

• Happy Thanksgiving!

Download the PDF version for full functionality of included links and external URLs.