As a valued client, you can depend on us for professional guidance and objective advice that helps you gain confidence in your financial future. We are committed to building a strong relationship with you and your family based on mutual trust. Investment Discipline, Active Management, and our focus on Professional Service are what sets us apart from the others.
We work for you, and our success is directly connected to your success. Recognized and named to the LPL Financial Chairman's Club for 2020. This distinction is based on annual production ranking of all registered advisors supported by LPL Financial LLC ("LPL Financial"), one of the nation's largest broker-dealer, and is awarded to TOP 3% of the firm's approximately 17,168 advisors nationwide.
We work for you, and our success is directly connected to your success. Recognized and named to the LPL Financial Chairman's Club for 2020. This distinction is based on annual production ranking of all registered advisors supported by LPL Financial LLC ("LPL Financial"), one of the nation's largest broker-dealer, and is awarded to TOP 3% of the firm's approximately 17,168 advisors nationwide.
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About Us
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Blue Diamond Wealth Management has decades of experience developing strategies centered on long-term planning and risk management. Our collaborative approach creates customized financial plans with depth and clarity, examines every facet of your personal & long-term goals, and provides you with a sound plan designed to preserve and grow your assets year after year.
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The S&P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way. Certainly nobody should be upset with that return if that was all 2021 brought us. However, we see signs that there could be more gains to come in the final two months of the year.
Seasonal tailwinds, improving market internals, and clear signs of a peak in the Delta variant all provide potential fuel for equities heading into year-end, and we maintain our overweight equities recommendation as a result.
Seasonal tailwinds, improving market internals, and clear signs of a peak in the Delta variant all provide potential fuel for equities heading into year-end, and we maintain our overweight equities recommendation as a result.
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