The Diamond Group Wealth Advisors

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

What Is My Net Worth? Get a snapshot of your overall financial picture by calculating your total net worth.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.

As retirement approaches, income planning becomes just as important as saving. Explore thoughtful retirement income planning ideas including Roth conversions, tax awareness, and creating more flexibility in later years.

Ages 69-73 - Your Impactful Years to Plan Learn practical retirement income strategies to help manage taxes, Social Security, Medicare premiums, and Roth conversion opportunities before required withdrawals begin.

Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

IN THE NEWS!

Honored to have recently spoken at the Women’s Leadership Forum sponsored by CalCPA in Huntington Beach, where we discussed the unique financial and career transitions many women experience.

From caregiving responsibilities to career changes, retirement planning, and living longer lives, women often carry financial decisions that impact not only themselves, but generations around them.

I am grateful for every opportunity to help educate, encourage, and support women as they take greater control of their work, wealth, worth, and well being.

Thank you to CalCPA and all the inspiring women and professionals who made the event so meaningful. The conversations continue.

Women’s Financial Planning Specialist Marilyn Suey Spoke at Women’s Leadership Forum Sponsored by CalCPA “When you understand where you stand and where you’re going, you can let go of outdated roles, take calculated risks, and move toward opportunities that generate greater impact and fulfillment.”— Marilyn Suey

Inheritance may come with a mix of gratitude, grief, and pressure to “do something smart” right away. If you’re feeling overwhelmed, you’re not alone. I hear this often especially from families who want to honor...

Inherited Money: The 3 Key Things to Do First

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.