Company Insights

Financial literacy is part of financial health. We want to help you stay informed and engaged with the news and ideas that can affect you.

Thank you for being a friend of Springside Partners

We hope you enjoy our latest newsletter. To receive each new edition of the Springside Partners Newsletter, please sign up below.

Springside Partners is now Dakota Wealth Management.

Springside Partners has become Dakota Wealth Management. Dakota is headquartered in Palm Beach Garden, FL; Dakota in Ohio is based in Northeast Ohio, where Carina Diamond and the rest of her team continue to serve local clients personally, as always. Former Springside clients can expect continuity in the services they receive, with the biggest change being the additional financial resources…

Read more

Springside Partners , Registered Investment Advisor, Agrees to Acquisition by Dakota Wealth Management

Carina Diamond, Founder and CEO of Springside Partners, announced that the firm has entered into an agreement to be acquired by Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families. Dakota Wealth Management is based in Palm Beach Gardens, Fla.; the firm will retain Springside Partners’ office and staff in Akron. “The unbiased advice and customized…

Read more

Springside Partners Plans for Growth with Strategic New Hires

David Taucher and Peter Augustin Complement Firm’s Energy and Client-Friendly Attitude    Akron, Ohio—April 29, 2019. Springside Partners, LLC, an SEC Registered Investment Advisor, has added two professionals to its staff, strategically increasing capacity for growth by continuing to develop a dynamic talent mix that suits its clients. The new staff members are David M. Taucher, Senior Portfolio Strategist, and…

Read more

Carina Diamond Named a 2019 Best-In-State Wealth Advisor by Forbes     

Springside Partners Founder Ranks 33rd out of 120 Top Wealth Advisors in Ohio, First in Akron Area Akron, Ohio—Springside Partners, LLC, an SEC Registered Investment Advisor, is pleased to announce that Founder and CEO Carina S. Diamond, CFP®, AIF®, MBA, has been named to  the Forbes 2019 Best-In-State Wealth Advisors list. Spotlighting more than 3,000 advisors across the country, the…

Read more

Love and Money: How to Manage Finances Equally

Maintaining a successful long-term relationship, and continuing to thrive over the long haul, is a team effort. One key to success is balancing love and money by managing joint finances. There is no ‘best way’ for couples to manage their money – it depends on what works for them. The truth is many approaches can work, but no matter what…

Read more

Market Outlook

In 2018, domestic equity markets posted the worst performance seen in a decade.  The year started positively, with large cap stocks up mid single digits through September until volatility returned and stocks finished the year in negative territory.  *The Dow and S&P 500 both had negative returns for the year with negative 3.5% and negative 4.4% returns for the year,…

Read more

Carina Diamond Named One of 22 Advisors Who Are 2018 “Women to Watch” in U.S.

InvestmentNews Names Carina Diamond One of Twenty Financial Advisors in U.S. Who Are 2018 “Women to Watch”    Role-Model Women Leaders to be Honored in New York City  Akron, Ohio—November 28, 2018. Springside Partners, LLC, an SEC Registered Investment Advisor, is pleased to announce that Founder and CEO Carina C. Diamond, CFP®, AIF®, MBA, has been named an InvestmentNews 2018…

Read more

Scroll to top