News Room

How to Motivate Your Wealth Manager to do Their Best Work

June 4, 2020
How you compensate a financial advisor is arguably the most important determinant of your level of satisfaction with their services. There is a lot of consumer misunderstanding about how to best compensate an advisor. Most consumers also do not recognize [...]
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Better Business Bureau Recognizes PartnersInWealth with the 2020 Award for Service Excellence

June 2, 2020
In recognizing businesses for their achievements and commitment to quality in the workplace, PartnersInWealth has received the Better Business Bureau 2020 Award for Service Excellence. This is the sixth time PartnersInWealth has been recognized by the [...]
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Make Your Financial Life Simple Again

May 26, 2020
When I was a kid, I had a collection of matchbox cars – my most valuable possession at the time.  They were kept in a special box, so I always knew where they were. Life was simple. Life was good. And that box made me feel secure. Do you remember having [...]
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We Are in a Recession. What Does that Mean for Your Investments?

May 19, 2020
Most economists agree that the United States is now in a recession. A recession is a period of economic contraction, where businesses see less demand for their products and services, and many lose money. This tends to keep unemployment higher than [...]
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Improve Your Financial Results in Uncertain Times

May 12, 2020
The financial devastation of the coronavirus is evident, but here in Texas we have the double whammy of the coronavirus AND very low oil prices. Most troubling, the length and severity of this one-two punch is unknown. For many people, their personal [...]
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The Surprising Key to Financial Peace of Mind

May 5, 2020
Most people appreciate the benefit of having a sounding board - someone they can bounce ideas off - for decision-making purposes. The opportunity to “think out loud” and get feedback from someone we respect and who understands us can be helpful. A [...]
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Want to Achieve Your Financial Goals? Learn How Here.

April 28, 2020
Setting financial goals is relatively easy compared to the tedious task of monitoring progress towards those goals. That’s because monitoring takes ongoing commitment. You must try to surmount the inevitable roadblocks that arise while progressing [...]
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The Real Reason You’re Not Satisfied with Your Wealth Management

April 21, 2020
The financial services industry is well equipped to assist wealthy families and individuals with traditional financial concerns like tax reduction, investing, insurance, and estate planning.
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Dissatisfied with Your Wealth Management? Here's Why and a Better Approach

April 14, 2020
When financially successful families and individuals are concerned about the state of their personal finances they often reach out to a traditional advisor for guidance. Traditional advisors typically go by titles such as financial advisor, financial [...]
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Worried About Your Investments? Here’s Reassurance.

April 7, 2020
You are aware of the COVID-19 outbreak and the effect it’s having on world financial markets. If you are keeping a long-term perspective and are okay with not making changes to your portfolio, congratulations! That’s exactly the mindset needed to have a [...]
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