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 ›
Woody Honored as a 2019 Leader in Diversity!
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 […]Continue reading ›
Life Insurance for Same-Sex Couples
Life Insurance for Same-Sex Couples According to a study in June of 2017, 10.2% of LGBT adults are now married to their same-sex spouses. However, many same-sex couples are in unmarried, long-term partnerships. Life insurance is essential in preparing for your financial future, no matter what your family status. Life insurance can help the surviving […]Continue reading ›
Working with an Accredited Domestic Partnership Advisor℠
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 […]Continue reading ›
Should You Buy a Home in 2017?
There’s a good chance that 2017 will be a year of major changes – especially with a new president in the White House. Experts are predicting that those changes may impact the housing market, especially since interest rates are already starting to rise. With so much uncertainty, many people are wondering if they should invest […]Continue reading ›
Women and Investing
Women and Investing A recent study by Fidelity shows that women tend not to get involved in their long-term financial planning. Why, you ask? According to the study, it’s because they lack confidence in their knowledge of financial planning and investing and are reluctant to talk about money. This lack of confidence in long-term financial […]Continue reading ›
Moral Peace of Mind with Socially-Responsible Investing
In the wake of the Orlando shooting as well as other acts of gun violence over the past few years, I’ve been asked more and more about limiting gun manufacturers from client portfolios. For those clients who have been concerned about guns, we’ve been discussing socially-responsible investing. While socially-responsible investing has been around for some […]Continue reading ›
Tips to Start Planning Next Year’s Tax Return
You just finished filing your 2015 tax return. Congratulations! Before you move on to the next item on your to-do list, take the time now to start planning for next year’s tax return. A little planning and organizing now will save you time and money next year. The following tips to start planning for next […]Continue reading ›