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The Black Diamond Blog

Long-form insights on retirement, investing, taxes & more.

Read articles from our fiduciary advisors covering the financial decisions that matter most. Browse by topic or search the full library.

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Family Planning

Your Financial Guide After Loss

Losing a spouse is one of life’s most painful and disorienting experiences. In the first year after such a loss, the days can feel overwhelming, filled with unfamiliar decisions, countless details, and emotions that seem to shift by the hour. It is natural to feel unprepared, uncertain, and even paralyzed at times. Please know, you…

January 16, 2026 1 min read

Investment Planning

Navigating the High Seas of Market Volatility: A Guide for Soon-to-be Retirees

The financial markets, much like the vast oceans, are unpredictable and can sometimes be tumultuous. For soon-to-be retirees, navigating these choppy waters can be particularly daunting. After all, the stakes are high – your life’s savings are on the line, and the decisions you make now can significantly impact your retirement years.

August 12, 2023 4 min read

Investment Planning

The Positive Side of Emotional Decision Making

Rational investors make better decisions—or so the thinking goes. However, new studies show that rational thought and emotions are both necessary to cut through the details, focus on what’s important, and get The science of economics has long been based on the assumption that people act rationally when making financial decisions. Money and math require…

September 15, 2021 6 min read

The Video Podcast

Smart Money Moves: Fresh Minds

Candid conversations on the money decisions that shape a life — featuring fresh perspectives from the Black Diamond team and the people they advise. New episodes added to the series regularly.

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Quick Takes

Financial Insight in Sixty Seconds

Bite-sized answers to the money questions we hear most — straight from our advisors, no jargon, no pitch.

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Free Community Education

Upcoming Live Events & Webinars

We host free workshops at the Lewes Public Library and on Zoom — no pitch, just plain financial education. Past topics include retirement income, Social Security timing, and asset location. All events are free and open to the public.

NOV

Zoom Webinar

Will or Trust? Building an Estate Plan That Works for Your Family

Protecting your family, your wishes, and your legacy.

11:30 am – 12:30 pm Online (Zoom)

DEC

Library Workshop

Finish the Year Strong

Smart financial moves to consider before December 31.

2:00 pm – 3:00 pm Lewes Public Library, 111 Adams Ave, Lewes, DE 19958

Free Download

Retirement Planning,
Clearly.

A practical, two-step guide to retirement planning. Whether you're just starting or already in the middle of it, this covers the questions most people don't know to ask.

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2-Step Guide

Retirement Planning Made Easy

Exclusive Series

Diamonds in the Rough

An ongoing series of wealth insights from the Black Diamond team — sharper, more candid takes on the markets, planning, and the decisions that move the needle.

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Diamonds in the Rough

The Income Runway

For most of your working life, retirement planning revolves around one question: How much are you saving? You contribute to your 401(k), build investment accounts, pay into Social Security, and maybe earn a pension. For 30 or 40 years, the focus is accumulation. Then retirement gets closer, and the question changes. It’s no longer just…

October 7, 2026 2 min read

Diamonds in the Rough

The Retirement Tax Squeeze

For decades, you’ve been told to save for retirement. Put money into your 401(k), take the tax deduction, let it grow tax-deferred, and worry about the taxes later. That’s not necessarily bad advice. But eventually, later arrives. Imagine a retired couple with $2 million accumulated in traditional IRAs. They did exactly what they were supposed…

September 17, 2026 5 min read

Why People Don’t See a Financial Advisor — And Why Waiting Can Cost You

Diamonds in the Rough

“Do a Roth Conversion.” But… Why?

“Do a Roth conversion.” It’s one of the most common recommendations investors hear from advisors, CPAs, podcasts, and financial articles. And for many people, it can be excellent advice. But here’s the question every client should ask: Why? A Roth conversion isn’t valuable simply because someone recommends it. It’s valuable only if it makes sense…

August 4, 2026 4 min read

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