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Blog : Accredited Domestic Partnership Advisor

The Importance of Comprehensive Wealth Management for Domestic Partners

Accredited Domestic Partnership Advisor June 30, 2022 Author: Woody Derricks

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 […]

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Financial Planning Rules of Thumb: Do These Old Guidelines Actually Work?

Accredited Domestic Partnership Advisor Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Registered Investment Advisor Retirement Planning RIA Wealth Management February 10, 2022 Author: Woody Derricks

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 […]

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Should the S&P 500 be Used as Your Benchmark?

Accredited Domestic Partnership Advisor Financial Advice Financial Advisor Financial Planning Financial Services RIA February 4, 2022 Author: Woody Derricks

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 […]

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What Should You Look for in a Financial Advisor?

Accredited Domestic Partnership Advisor Certified Financial Planner CFP Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Registered Investment Advisor Retirement Planning RIA Wealth Management November 16, 2021 Author: Woody Derricks

What Should You Look for in a Financial Advisor? If you’re serious about securing your financial future, you are likely considering the help of a financial advisor (or are already working with one).  Without that critical relationship, it’s too easy to make mistakes or ignore a blind spot that can derail your plans.  There’s simply too much at stake to go it alone.    But here’s the key:  it has to be the right financial […]

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2019 InvestmentNews Nomination

Accredited Domestic Partnership Advisor Certified Financial Planner Financial Planning for Women Financial Services Investment Strategy LGBT friendly financial Advisor RIA Wealth Management August 6, 2019 Author: Deborah Doyle

August 5th, 2019 – InvestmentNews has recognized Partnership Wealth Management as a 2019 Excellence in Diversity and Inclusion Awards finalist . Partnership Wealth Management, along with 16 other firms, were chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds […]

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Woody Honored as a 2019 Leader in Diversity!

Accredited Domestic Partnership Advisor Awards and Recognition Estate Planning for Gay Couples Financial Advisor for LGBT Couples Financial Planning for same-sex couples Financial Planning for Women LGBT friendly financial Advisor April 12, 2019 Author: Woody Derricks

Woody Honored as a 2019 Leader in Diversity! Congratulations to Woody for being named a 2019 Leader in Diversity by the Baltimore Business Journal (BBJ). This year the Baltimore Business Journal selected eleven people who have made an impact with diversity and inclusiveness in the greater Baltimore area. Honorees helped promote diversity for people of various races, sexual […]

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Tips for Finding the Right Financial Advisor to Help LGBT Clients

Accredited Domestic Partnership Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples July 9, 2018 Author: Woody Derricks

Tips for Finding the Right Financial Advisor to Help LGBT Clients Because of recent changes in legislation, many same-sex couples may be seeking certified financial advisors who can lead them on the right path and explain complicated laws impacting their benefits and marriage protections. While the Defense of Marriage Act (DOMA) is no longer in […]

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Wealth Management for Women

Accredited Domestic Partnership Advisor Financial Planner Financial Planning for Women Wealth Management Wealth Management Firms May 21, 2018 Author: Woody Derricks

Wealth Management for Women Whether married or single, it is crucial for women to take charge of their finances. In the past, the wealth management industry has primarily catered to men. It was assumed that the man would manage household finances. This outdated practice is changing. Women are now playing a major part in financial […]

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Working with an Accredited Domestic Partnership Advisor℠

Accredited Domestic Partnership Advisor Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor December 22, 2017 Author: Woody Derricks

Couples in domestic partnerships often experience a more challenging financial landscape than their married counterparts. Though many same-sex couples cope with similar problems, those who do not benefit from Federal marriage protections may encounter unique barriers when it comes to safeguarding their partners and wealth. To assist LBGT couples through common hurdles, there are financial […]

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