Double Diamond Investment Group LLC

Checking Your Portfolio Isn't the Same as Reviewing It

Checking Your Portfolio Isn't the Same as Reviewing It | Double Diamond Investment Group, LLC Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

The Estate Plan That Looks Complete on Paper

The Estate Plan That Looks Complete on Paper | Double Diamond Investment Group, LLC Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

What $100 Invested in 1928 Would Be Worth Today

What $100 Invested in 1928 Would Be Worth Today | Double Diamond Investment Group, LLC Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.But what if the most expensive financial decision isn't a bad choice — it's no choice at all?That's what nearly a century of market data suggests. And the numbers are hard to ar...

When the Headlines Keep Changing, Your Strategy Shouldn’t

When the Headlines Keep Changing, Your Strategy Shouldn’t | Double Diamond Investment Group, LLC It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

A More Flexible Way to Think About Retirement

A More Flexible Way to Think About Retirement | Double Diamond Investment Group, LLC Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents.

Investment Strategy: Where You Are Now vs. Where You're Headed

Investment Strategy: Where You Are Now vs. Where You're Headed | Double Diamond Investment Group, LLC A gap analysis can help you see if you’re still on track to pursue your financial goals.

Organization Tips to Help Take Time off Taxes

Organization Tips to Help Take Time off Taxes | Double Diamond Investment Group, LLC Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning vs. Tax Preparation: They're Not the Same Thing | Double Diamond Investment Group, LLC Many people think about taxes once a year — when April rolls around and it's time to file.By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed.

Financial FAQs

Financial FAQs | Double Diamond Investment Group, LLC From retirement savings to living abroad, here are some of our commonly asked questions.