Blog

Great Diamond Partners Quarterly Market Update

Client News & Education • October 2022

The Stock Trader’s Almanac says, “September is when leaves and stocks tend to fall, on Wall Street, it’s the worst month of all.” That adage proved true this year as a furious summer stock rally was stopped in its tracks and saw the S&P finish the…

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FAs Weigh In: The Pandemic’s Effect on Charitable Giving

News & Press • October 2022

Steve Tenney was among the Financial Advisors that FA-IQ contacted to ask: How and why has client charitable giving changed because of the pandemic?

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Seesaws: The most impactful story that isn’t discussed

Client News & Education • October 2022

Seesaws on the playground are fun. Seesaws in portfolio values…not so much. Today, seesaws are quite instructive as a visual cue when it comes to one of this year’s biggest stories that doesn’t get talked about.    Investors hear from the press about the poor performance…

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Step Back, Engage a Coach

News & Press • September 2022

How to manage startup stress and encourage employee well-being. As part of the Mainebiz series on the mental strains of business ownership, our Founder and CEO Steve Tenney shares how he manages start-up stress and offers suggestions for other business owners and entrepreneurs.

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Impact and Values Based Investing

Client News & Education • August 2022

In my time with Great Diamond Partners, one of my main roles has been to work with our Next Generation clients. Building relationships with younger clients has been both enjoyable and rewarding, as we share the desire to explore Environmental, Social, and Governance (ESG) and values-based…

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Our Commitment to Community Giving

Client News & Education • August 2022

At Great Diamond Partners, our commitment to serving the community is as important to us as it is to our clients. Our focus on meaningful giving is both a reflection of our values and the services we provide. Each Advisor on the Great Diamond team is…

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529 Best Practices

Client News & Education • August 2022
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Quarterly Market Update | July 2022

Client News & Education • July 2022

As a history major in college, I’ve always had an appreciation for past experiences. Mark Twain is attributed to saying, “History doesn’t repeat itself, but it does rhyme,” which is something that can be applied to capital markets: No bull or bear market is exactly the…

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Making An Impact With Philanthropy: Planning for Charitable Giving

Your Life & Your Legacy • July 2022

“The best first step in your planning efforts is to understand your options, as there are many ways to accomplish charitable giving” Do you want to make a major impact with a charity or cause that is important to you? Do you want to do well…

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The First Step to Effective Planning is Getting Started: Three Steps to Help You Overcome Your Planning Inertia

Leadership & Planning • July 2022

“Plenty of planning measures are fast and easy to do, yet can meaningfully benefit your situation in the long run.” Humans struggle with inertia every day. Ask anyone who has tried to change their eating habits or get out of bed early for a morning jog….

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