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Blog : Investment Strategy

Q3 2021 Passionate Investor

Investment Advice Investment Advisor Investment Companies Investment Management Investment Planning Investment Strategy Investments October 22, 2021 Author: Woody Derricks

Q3 2021 Market Review and Commentary Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 0.58% (including dividends; +15.92% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 0.05% (-1.55% YTD). Small caps underperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned -4.36% (+12.41% YTD). Value […]

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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

Q2 2021 Passionate Investor 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 […]

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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 […]

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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

Q1 2021 Passionate Investor 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 […]

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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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The Passionate Investor Third Quarter 2020 and the Coronavirus Impact

Investment Advice Investment Advisor Investment Management Investment Planning Investment Strategy Investments RIA Uncategorized October 29, 2020 Author: Woody Derricks

The Passionate Investor Third Quarter 2020 and the Coronavirus Impact 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 […]

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Health Savings Account

Certified Financial Planner Estate Planning Financial Advisor Financial Planner Financial Services Health Benefits Investment Strategy Registered Investment Advisor Retirement Planning RIA Wealth Management September 15, 2020 Author: Deborah Doyle

About Health Savings Accounts Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Here is your guide!   A Health savings account is medical savings account with tax advantages for high deductible health plans. Did you know half of older Americans said they don’t know how they will pay […]

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Understanding the Differences between a Roth IRA and Traditional IRA

Certified Financial Planner Financial Advice Financial Advisor Financial Planner Investment Advisor Investment Strategy Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management August 6, 2020 Author: Deborah Doyle

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. The biggest distinction between a Roth IRA and a traditional IRA is how and when you get a tax break. Contributions […]

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Coronavirus and the Markets

Certified Financial Planner CFP Estate Planning Financial Advice Financial Advisor Financial Services Health Benefits Investment Advice Investment Strategy Life Insurance Long Term Care Medicare Recession Registered Investment Advisor RIA Uncategorized Wealth Management March 12, 2020 Author: Woody Derricks

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. […]

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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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