The Passionate Investor Q4 2020
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 […]
Continue reading ›The Passionate Investor Q3 2020
Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 8.93% (including dividends; -5.57% YTD) and the Barclay’s Capital U.S. Aggregate Bond index increasing 0.62% (+6.79% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned +4.93% (-8.69% YTD). Value outperformed growth during the […]
Continue reading ›Health Savings Account
Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Contact us to learn more about how we help clients evaluate their savings options and if a Health Savings Account might make sense for them. Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss […]
Continue reading ›Understanding the Differences between a Roth IRA and Traditional IRA
If you are considering a Roth IRA or Traditional IRA for retirement savings, it’s important to understand the differences and eligibility limitations for each. Contact us to learn more about how we help clients evaluate their savings options and if a Roth conversion might make sense for them. Questions and Consultations If you […]
Continue reading ›Coronavirus and the Markets
We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be. Unfortunately, when the markets are nervous, they tend to go down quickly. We’re assuming that we’ll […]
Continue reading ›2019 InvestmentNews Nomination
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 […]
Continue reading ›Tips for Getting the Most out of Your Pension
According to usa.gov, people live an average of twenty years after retirement. If you are planning to use a pension to fund a significant portion – if not all – of your retirement, are you confident that it is going to allow you to live the lifestyle you want? No one wants to outlive their […]
Continue reading ›The Potential Impact of Millennials on Your Investment Strategy
The transfer of wealth from Baby Boomers to Millennials has already begun. According to Boston College’s Center on Wealth and Philanthropy, it is estimated that $58.1 trillion will be exchanging hands between 2007 and 2061. With that transfer, attitudes toward investing and wealth management could change considerably. To help keep your own investment strategy in […]
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