Tax Loss Harvesting: How to Find a Silver Lining in Declining Markets
Tax Loss Harvesting: How to Find a Silver Lining in Declining Markets When the stock market is experiencing a rough patch, it’s easy to feel negative about your investments. In reality, you’re getting some great opportunities. One opportunity is buying stocks on sale if you continue regularly putting money in the market. Another is the chance to turn […]
Continue reading ›5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner
5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner There is little as world-shaking as losing your spouse or partner. So, give yourself time and space to grieve and heal. But also take time for financial planning, which can help you begin to feel confident again about your life and your future. Here’s our […]
Continue reading ›College Transition Tips for Parents and Kids: How to Prepare for the Big Move
College Transition Tips for Parents and Kids: How to Prepare for the Big Move The time has come; your child is heading off to college! This can be a bittersweet event for you as a parent. If you feel a little lost, don’t worry, it is normal and expected. We have some tips for parents […]
Continue reading ›The Importance of Comprehensive Wealth Management for Domestic Partners
The Importance of Comprehensive Wealth Management for Domestic Partners For LGBTQ+ individuals and couples, reaching financial goals frequently presents unique challenges. You may be aware of some of the issues that can affect you and your loved one’s financial well-being; others may come as a surprise. However, one thing is clear- when it comes to […]
Continue reading ›Q1 2022 Passionate Investor
Q4 2021 Market Review and Commentary Market Review* Equity markets generally outperformed fixed-incom e markets with the S&P 500 falling 4.60% (including dividends) and the Barclay’s Capital U.S. Aggregate Bond index falling 5.93%. Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned -7.53%. Value outperformed Growth during […]
Continue reading ›2022 InvestmentNews Nomination
Partnership Wealth Management named to InvestmentNews’ 2022 Excellence in Diversity, Equity and Inclusion Awards Baltimore, MD – April 4, 2022 – InvestmentNews has recognized Partnership Wealth Management for the second time as a 2022 Excellence in Diversity, Equity, and Inclusion Awards finalist. Partnership Wealth Management, along with 14 other firms, were chosen from more than 120 nominations […]
Continue reading ›Retirement Planning: Our Best Tips for Finding Your “Forever” Home
Retirement Planning: Our Best Tips for Finding Your “Forever” Home What comes to mind when you hear the term retirement planning? Probably determining how you will pay for your final decades on the planet. What is not often discussed is where you’re going to live those decades out. But this is arguably almost as important […]
Continue reading ›Financial Planning Rules of Thumb: Do These Old Guidelines Actually Work?
Financial Planning Rules of Thumb: Do These Old Guidelines Actually Work? The money world is full of financial planning “rules of thumb” that are supposed to make retirement planning easier. You’ve probably heard of some of these: The 4% Rule for withdrawing from your retirement nest egg The 60/40 Rule for splitting investments between stocks […]
Continue reading ›Should the S&P 500 be Used as Your Benchmark?
Should the S&P 500 be Used as Your Benchmark? Many investors consider the S&P 500 index the best benchmark for their portfolios because of its breadth and perceived diversification. However, many might be surprised to know that the index is very concentrated in its holdings based on several measures. What’s Inside the S&P 500? As […]
Continue reading ›Q4 2021 Passionate Investor
Q4 2021 Market Review and Commentary Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 11.03% (including dividends; +28.71% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 0.01% (-1.54% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned +2.14% (+14.82% […]
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