Patrick Diamond 10/29/26 Patrick Diamond 10/29/26

Your law firm is winding down… what happens to my 401K?

Read More

Patrick Diamond 4/1/26 Patrick Diamond 4/1/26

Interesting Chart(s) of the Week

Read More

Patrick Diamond 3/15/26 Patrick Diamond 3/15/26

Consumer Spending, Payrolls, and Wage Growth

Read More

Patrick Diamond 2/11/26 Patrick Diamond 2/11/26

Interesting Chart(s) of the Week

Read More

Patrick Diamond 1/23/26 Patrick Diamond 1/23/26

WTF Friday (aka Jargon Alert): AI Agent

Read More

Patrick Diamond 1/6/26 Patrick Diamond 1/6/26

Interesting Chart(s) of the Week

Read More

Patrick Diamond 12/19/25 Patrick Diamond 12/19/25

College Funding: Watch Out for Joint Accounts Impacting Financial Aid

College Funding and Financial Aid

Read More

Patrick Diamond 12/17/25 Patrick Diamond 12/17/25

Interesting Chart(s) of the Week

Read More

Patrick Diamond 12/11/25 Patrick Diamond 12/11/25

Interest Rates: Federal Reserve Cuts Fed Funds Rate to 3.5%-3.75%

Read More

Patrick Diamond 12/5/25 Patrick Diamond 12/5/25

WTF Friday (aka Jargon Alert —and Year-End Tax Talk Bonus!): Tax Loss Harvest

Read More

Patrick Diamond 12/4/25 Patrick Diamond 12/4/25

Initial Jobless Claims 4-Week Average: Volatile and Directionless

Read More

Patrick Diamond 11/29/25 Patrick Diamond 11/29/25

Tax Talk: Auto Loan Interest Deduction (New for 2025)

Read More

Patrick Diamond 11/24/25 Patrick Diamond 11/24/25

The State of the US Housing Market in a Few Charts

Read More

Patrick Diamond 11/21/25 Patrick Diamond 11/21/25

WTF Friday (aka Jargon Alert): K Shaped Economy

Read More

Patrick Diamond 11/17/25 Patrick Diamond 11/17/25

Interesting Chart(s) of the Week

Read More

Patrick Diamond 11/14/25 Patrick Diamond 11/14/25

WTF Friday (aka Jargon Alert): QEE or “Qualified Education Expenses”

Read More

Patrick Diamond 11/7/25 Patrick Diamond 11/7/25

State and Local Tax Deduction: The New SALT Deduction Rules and What You Need to Know

Read More

Patrick Diamond 11/6/25 Patrick Diamond 11/6/25

Interesting Chart(s) of the Week

Interesting Chart(s) of the Week

Read More

Patrick Diamond 10/31/25 Patrick Diamond 10/31/25

WTF Friday (aka Jargon Alert): Hyperscalers

WTFFriday Jargon Alert: Hyperscalers

Read More

Patrick Diamond 10/29/25 Patrick Diamond 10/29/25

It’s not a memo… it’s a Mission Statement (for Estate Planning)

It’s not a memo… it’s a Mission Statement

Read More