Financial Planning Rules of Thumb: Do These Old Guidelines Actually Work?
Financial Planning Rules of Thumb: Do These Old Guidelines Actually Work? The money world is full of financial planning “rules of thumb” that are supposed to make retirement planning easier. You’ve probably heard of some of these: The 4% Rule for withdrawing from your retirement nest egg The 60/40 Rule for splitting investments between stocks […]
Continue reading ›Should the S&P 500 be Used as Your Benchmark?
Should the S&P 500 be Used as Your Benchmark? Many investors consider the S&P 500 index the best benchmark for their portfolios because of its breadth and perceived diversification. However, many might be surprised to know that the index is very concentrated in its holdings based on several measures. What’s Inside the S&P 500? As […]
Continue reading ›Q4 2021 Passionate Investor
Q4 2021 Market Review and Commentary Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 11.03% (including dividends; +28.71% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 0.01% (-1.54% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock index returned +2.14% (+14.82% […]
Continue reading ›What Should You Look for in a Financial Advisor?
What Should You Look for in a Financial Advisor? If you’re serious about securing your financial future, you are likely considering the help of a financial advisor (or are already working with one). Without that critical relationship, it’s too easy to make mistakes or ignore a blind spot that can derail your plans. There’s simply too much at stake to go it alone. But here’s the key: it has to be the right financial […]
Continue reading ›Q3 2021 Passionate Investor
Q3 2021 Market Review and Commentary Market Review* Equity markets generally outperformed fixed-income markets with the S&P 500 rising 0.58% (including dividends; +15.92% YTD) and the Barclay’s Capital U.S. Aggregate Bond index rising 0.05% (-1.55% YTD). Small caps underperformed large-cap stocks (S&P 500) as the Russell 2000 small-cap stock index returned -4.36% (+12.41% YTD). Value […]
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Financial Planning Opportunities to Prioritize When Changing Jobs
Financial Planning Opportunities to Prioritize When Changing Jobs They call it the Great Resignation. With more jobs available than Americans looking to fill them, recent months have presented a unique opportunity for those interested in finding something better. But along with a chance to upgrade your career, changing jobs can also present other financial opportunities. Because it is a busy time, it can be easy to miss those, which can mean a […]
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Welcome Kate to the PWM Team!
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
Q2 2021 Passionate Investor 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 […]
Continue reading ›Mutual Funds, ETFs or Stocks?
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 […]
Continue reading ›Q1 2021 Passionate Investor
Q1 2021 Passionate Investor 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 […]
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