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Blog : 2021 - Partnership Wealth Management

Welcome Kate to the PWM Team!

Uncategorized July 23, 2021 Author: Woody Derricks

Welcome Kate!  We’re excited to announce the addition of Kate Julian to our team at Partnership Wealth Management. As our Office Manager, Kate will be taking on the administrative tasks that Debbie has handled to give Debbie more time to meet with clients and work on financial plans. In addition, Kate will be taking care […]

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Q2 2021 Passionate Investor

Certified Financial Planner Financial Advice Financial Advisor Investment Advice Investment Advisor Investment Management Investment Planning Investment Strategy RIA July 20, 2021 Author: Woody Derricks

Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 8.55% (including dividends; +15.25% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 1.82% (-1.60% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned +5.47% (+17.54% YTD). Value outperformed Growth during the […]

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Mutual Funds, ETFs or Stocks?

Financial Advice Financial Planning Investment Advice Investment Advisor Investment Planning Investment Strategy Investments Registered Investment Advisor June 23, 2021 Author: Woody Derricks

Are Mutual Funds Always a Better Choice Than Individual Stocks?  Over the past few decades, mutual funds, along with their newer cousin, exchange-traded funds (“ETFs”), have ballooned in popularity.  These financial tools provide convenience:  you can diversify your investments in one fell swoop, so you are less subject to loss if any one company fails.   Mutual funds can also help you buy an entire index or industry group quickly and […]

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Q1 2021 Passionate Investor

Certified Financial Planner CFP Financial Planner Financial Planning Investment Advice Investment Advisor Investment Planning Investment Strategy Investments RIA Wealth Management April 28, 2021 Author: Woody Derricks

Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 6.17% (including dividends) and the Barclay’s Capital U.S. Aggregate Bond index falling 3.37%. Small caps outperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned +12.70%. Value outperformed growth during the quarter (as determined by the S&P 1500 broad […]

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The Passionate Investor Q4 2020

Financial Services Investment Advice Investment Management Investment Planning Investment Strategy Investments January 19, 2021 Author: Woody Derricks

Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 12.15% (including dividends; +18.40% YTD) and the Barclay’s Capital U.S. Aggregate Bond Index increasing 0.67% (+7.51% YTD). Small caps outperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned +31.37% (+19.86% YTD). Value outperformed Growth during the quarter but underperformed over […]

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