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Blog : 2025 - Partnership Wealth Management

April 2025 Market Commentary

Certified Financial Planner CFP Financial Advice Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis Investment Advice Investment Advisor Investment Companies Investment Management Investment Planning Investment Strategy Investments LGBT friendly financial Advisor Recession Registered Investment Advisor Retirement Advice Retirement Planning Retirement Planning for LGBT Couples RIA Wealth Management Wealth Management Firms April 16, 2025 Author: Woody Derricks

1st Quarter Recap After the last two years, during which the S&P 500 saw solid and consistent returns, volatility came back beginning in mid-February. The unpredictability surrounding tariffs has created uncertainty for the markets and the future of our economy. Tariffs- a partial timeline through March 31st On the campaign trail, President Trump promised to […]

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Protecting Yourself from Identity Theft

Certified Financial Planner CFP Financial Advice Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis Holiday Spending TIps LGBT friendly financial Advisor Registered Investment Advisor Retirement Advice Retirement Planning Retirement Planning for LGBT Couples RIA Uncategorized Wealth Management January 17, 2025 Author: Woody Derricks

According to a recent survey conducted by Experian, 24% of people reported being a victim of identity theft or fraud during the holidays. During the holidays, we’re often so distracted while out shopping or searching for bargains online that we let our guard down. Before you go shopping, take some steps to help protect your identity. Online Data– Be […]

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