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Protecting Yourself from Identity Theft

Certified Financial Planner CFP Financial Advice Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis Holiday Spending TIps LGBT friendly financial Advisor Registered Investment Advisor Retirement Advice Retirement Planning Retirement Planning for LGBT Couples RIA Uncategorized Wealth Management January 17, 2025 Author: Woody Derricks

According to a recent survey conducted by Experian, 24% of people reported being a victim of identity theft or fraud during the holidays. During the holidays, we’re often so distracted while out shopping or searching for bargains online that we let our guard down. Before you go shopping, take some steps to help protect your identity. Online Data– Be […]

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Planning for Diminished Financial Capacity

Budgeting Tips Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Investment Management Investment Planning Retirement Planning June 30, 2023 Author: Woody Derricks

Planning for Diminished Financial Capacity According to the SEC, “’Diminished financial capacity’ is a term used to describe a decline in a person’s ability to manage money and financial assets to serve his or her best interests, including the inability to understand the consequences of investment decisions.”1 Of all the things we plan for, it’s […]

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How to Keep Your Cool During Financial Turmoil with Mindfulness and Other Strategies

Financial Advice Financial Advisor Financial Advisor for LGBT Couples Health Benefits Investment Advice Retirement Advice Retirement Planning Tax Planning June 8, 2023 Author: Woody Derricks

How to Keep Your Cool During Financial Turmoil with Mindfulness and Other Strategies It’s common to find yourself feeling anxious during turbulent financial times. However, controlling these feelings is crucial to avoiding emotionally-driven financial mistakes. In this article, we’ll explore some simple strategies to navigate today’s volatile times with less stress. 1. Break the Habit of Constantly […]

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Q4 2022 Passionate Investor

Financial Advice Financial Advisor Investment Advice Investment Management Investment Planning Investment Strategy RIA Uncategorized January 30, 2023 Author: Woody Derricks

A recession on the horizon? Over the past few years, market chatter has rotated among concerns of inflation, rising interest rates, and a recession. Most of the talking heads see the worst of inflation behind us and anticipate a potential end to rising interest rates in the near future. The discussions have now begun to focus on […]

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Tax Loss Harvesting: How to Find a Silver Lining in Declining Markets

Certified Financial Planner CFP Retirement Advice Retirement Planning Taxes What is Asset Management? November 30, 2022 Author: Woody Derricks

Tax Loss Harvesting: How to Find a Silver Lining in Declining Markets When the stock market is experiencing a rough patch, it’s easy to feel negative about your investments. In reality, you’re getting some great opportunities. One opportunity is buying stocks on sale if you continue regularly putting money in the market. Another is the chance to turn […]

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5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner

Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Gay Friendly Financial Advisor Annapolis September 13, 2022 Author: Woody Derricks

5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner There is little as world-shaking as losing your spouse or partner. So, give yourself time and space to grieve and heal. But also take time for financial planning, which can help you begin to feel confident again about your life and your future. Here’s our […]

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College Transition Tips for Parents and Kids: How to Prepare for the Big Move

Budgeting Tips Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Investment Advice Legacy Planning August 5, 2022 Author: Woody Derricks

College Transition Tips for Parents and Kids: How to Prepare for the Big Move The time has come; your child is heading off to college! This can be a bittersweet event for you as a parent. If you feel a little lost, don’t worry, it is normal and expected. We have some tips for parents […]

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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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Q1 2022 Passionate Investor

Certified Financial Planner Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Investment Advisor Investment Strategy Registered Investment Advisor Retirement Planning RIA Wealth Management April 29, 2022 Author: Woody Derricks

Q4 2021 Market Review and Commentary  Market Review* Equity markets generally outperformed fixed-incom e markets with the S&P 500 falling 4.60% (including dividends) and the Barclay’s Capital U.S. Aggregate Bond index falling 5.93%. Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned -7.53%. Value outperformed Growth during […]

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2022 InvestmentNews Nomination

Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor Retirement Planning for LGBT Couples RIA April 20, 2022 Author: Woody Derricks

Partnership Wealth Management named to InvestmentNews’ 2022 Excellence in Diversity, Equity and Inclusion Awards Baltimore, MD – April 4, 2022 – InvestmentNews has recognized Partnership Wealth Management for the second time as a 2022 Excellence in Diversity, Equity, and Inclusion Awards finalist. Partnership Wealth Management, along with 14 other firms, were chosen from more than 120 nominations […]

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