The Roller Coaster Markets
Sage Advice: The average investor will find that the old advice could still ring true. Most have heard of buying low and selling high, staying invested for the long-term, and diversifying. While these are wise ideas, following this advice doesn’t mean that you have to stay paralyzed like a deer in headlights.
A Fresh Take: Over the past seven years a handful of stocks have generated most of the returns within the S&P 500. As a result, many investors have concentrated their portfolios. Just because diversification hasn’t been working during the recent calm market run, doesn’t mean it won’t help in times of volatility.
Events & Sponsorships
It’s our fourth year as a sponsor of the Highlandtown Train Garden and we’re excited to see that they were selected as one of five holiday events in Baltimore to be included in a video by Visit Baltimore . We’re proud to support such a great event.
Away from the Office
Our office will be closed on Christmas Eve and Christmas Day. Merry Christmas!
Monday, December 31st & January 1st
Our office will close at noon on New Year’s Eve and reopen on Wednesday January 2nd. Happy New Year!
We are always accepting donations for the local animal shelters– toys, tennis balls, collars, leashes, food, cat litter, cardboard trays, office supplies, cleaning supplies, towels, mats, washcloths, etc. We will accept donations Monday-Friday between 9am & 5pm.
As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them work towards their financial goals. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started.
Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.