NEWS & INSIGHTS

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.

December 2021 in Client News & Education

The Compass | Client News | December 2021

By Meg Scott

• Welcome Beatrice Margaret

• Data Security & Asset Protection

• Easy & Convenient Scheduling

• Year-End Gifting Deadline

• Help Us Improve

• Who We Are

• Tax Loss Harvesting

• Important Reminder