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Welcome Kate to the PWM Team!

Uncategorized July 23, 2021 Author: Woody Derricks

Welcome Kate!  We’re excited to announce the addition of Kate Julian to our team at Partnership Wealth Management. As our Office Manager, Kate will be taking on the administrative tasks that Debbie has handled to give Debbie more time to meet with clients and work on financial plans. In addition, Kate will be taking care […]

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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

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 during the […]

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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 group quickly and […]

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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

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 the S&P 1500 broad […]

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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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Understanding Medicare

Certified Financial Planner CFP Financial Planning Health Benefits Medicare Registered Investment Advisor Retirement Planning RIA Wealth Management December 8, 2020 Author: Woody Derricks

Understanding Medicare The whole Medicare process can be overwhelming and confusing. It’s important to understand the different plans and options available. Check out this month’s blog to help determine what is appropriate for you! Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today. Want more […]

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Long-Term Care Planning Facts

Insurance Policies Investments Long Term Care Retirement Planning Wealth Management November 30, 2020 Author: Woody Derricks

Top 10 Facts to Know About Long-Term Care Planning! November is National Long-Term Care Awareness Month, an event recognized by Congress and a number of States. To mark the occasion, here are 10 interesting facts shared by the American Association for Long-Term Care Insurance. # 1 – Americans are living longer, in large part due […]

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The Passionate Investor Q3 2020

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

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 […]

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National Savings Day!

Budgeting Tips Certified Financial Planner Financial Advice RIA Uncategorized October 12, 2020 Author: Deborah Doyle

National Savings Day! Today is National Savings Day! It is important to make sure you’re maximizing your cash flow so that it works for you. Check out some helpful tips below for ways to help make saving a part of your lifestyle. Review your Cash Flow: Be strategic in the way that you build your […]

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Financial Planning Month

Certified Financial Planner CFP Employee Benefits Financial Planner Financial Planning Financial Services Health Benefits Investment Planning RIA Uncategorized October 1, 2020 Author: Deborah Doyle

October is Financial Planning Month! While finances are apart of your daily life, there are various elements that people often overlook or don’t consider the financial weight they could carry. Take the time this month to review some of the key aspects to your financial picture, especially those that you may revisit regularly.   Questions and […]

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