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…

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?

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…

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.

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…

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…

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…

“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…

“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….