Tips to Survive Market Volatility
The Dow Jones Industrial Average (DJIA) closed at 26,616.71 on January 26, 2018, an all-time record that has not been surpassed. Since then, the market has shown investors that volatility is back – and may be around to stay – this year. The unpredictability may seem long overdue for those who have been in the […]
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Partnership Wealth Management- Wealth Management for Women
Whether married or single, it is crucial for women to take charge of their finances. In the past, the wealth management industry has primarily catered to men. It was assumed that the man would manage household finances. This outdated practice is changing. Women are now playing a major part in financial planning for their families. […]
Continue reading ›How to Teach Your Kids About Money – Infographic
Talking to your kids about money is one of the most important conversations you can have as a parent. This should be an ongoing dialogue and not just a one-time conversation. As your children grow, their responsibilities, priorities and relationship with money will change. Your conversations about money will evolve and provide you the opportunity to teach them about […]
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Protecting Documents and Personal Information
It is essential for both businesses and households to protect sensitive personal information (PI). Most companies keep PI in their files. Names, social security numbers, credit card, and other account data used to identify customers or employees is a prime target for thieves. At home, receipts, credit card offers and statements, and bills can all […]
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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 spouse. 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 partner maintain their standard […]
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Guide to Charity and Donations
You may dream of someday donating to charities and meaningful causes such as homeless animals, libraries, orphaned children, or disabled adults. These aspirations are commendable, but ensuring that they are achieved requires more than just wishful thinking. By creating a personalized financial plan based on your philanthropic goals, you may not only maximize your charitable […]
Continue reading ›How to Have the Money Talk with Your Partner
Partnership Wealth Management offers important financial advice in this infographic – How to Have the Money Talk with Your Partner. 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 make the most of their investments. At Partnership Wealth Management, […]
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Hobbies in Retirement: Enjoying the Fruits of Your Labor
That exciting moment has finally come: Retirement! You have worked many years to get here, so now it’s time to kick up your feet and… do what exactly? Learn a new language? Sail the seven seas? Make new friends? You may have been waiting for retirement for most of your adult life, but what […]
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Beneficiary vs. Power of Attorney: The Importance of Understanding Both for Same-Sex Couples
Naming beneficiaries is an integral part of estate planning for same-sex couples. It is important to dictate who should receive what benefits, and when. Beneficiaries do not have any legal authority, though, which means that preparing a power of attorney (POA) document is also crucial – especially for partners who choose not to marry. It’s […]
Continue reading ›10 Things to Consider Before Making the Move to a New Job – Infographic
Are you considering moving to a new job? Partnership Wealth Management offers important financial advice in this infographic – 10 Things to Consider Before Making the Move. 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 make the most […]
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