News Room

Ready! Set! Evaluate Carefully...Implement Wisely!

August 10, 2018
A great deal of time and ink has been taken up in the financial media these days with suggestions about the “right” kinds of investments to hold at this time.  We here at PartnersInWealth recognize the appeal of well-promoted investment tools and are [...]
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Why Owning Mutual Funds Should Give You Peace of Mind

August 8, 2018
Honesty and transparency are important when choosing investments.  Choices for investors can run the spectrum from highly regulated to little to no oversight.  And often, even the sophisticated investor can underestimate the nature of an investment whose [...]
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Should I Purchase an Extended Automobile Warranty?

August 7, 2018
When you purchase a new vehicle, you will likely be asked if you want to purchase an extended warranty.   While we generally do not recommend purchasing extended auto warranties, here are some things to consider if you are still thinking about it.
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HBJ Ranks PartnersInWealth #5 Among Houston-area Wealth Management Firms

August 3, 2018
The Houston Business Journal (HBJ) released their new rankings of Houston-area wealth managers, and PartnersInWealth came in at #5. This ranking is based on assets per client, among firms with investment minimums below $1 million. To produce the list, [...]
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Making Contributions That Will Provide Benefits In Other Countries

July 30, 2018
People have many reasons for wanting to make charitable contributions that will have an impact outside the United States.  Some are responding to natural disasters; others seek to alleviate problems in countries they have visited.
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Kids Are Clueless About Their Parents' Charitable Giving

July 28, 2018
A recent study showed that 77 percent of children age 17 and younger were not aware of the charitable giving of their parents or were not sure of how or to whom their parents give. If children do not know of their parents’ charitable giving, the children [...]
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Is a Big Retirement Move for You?

July 26, 2018
In the past we discussed how you can create a new lifestyle by moving to a different part of your own city. But as a retiree, you may have an even bigger change in mind. Many retirees move to completely different parts of the country or even to foreign [...]
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How You Could Be Setting Yourself Up To Lose $30,000

July 25, 2018
Are you paying attention to the fees that are being withdrawn from the mutual funds you own? All mutual funds charge investors internal management fees, commonly referred to as the expense ratio, that are assessed as a percent of how much money an [...]
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How to Find Success through Gratitude

July 24, 2018
Something I hear frequently from potential clients and new clients is: “I’d like to be more generous with my money, but I have to worry about my own family first.” It’s a perfectly logical sentiment. But as clients stay with us over time, I notice it’s [...]
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How To Prepare If Interest Rates Rise

July 19, 2018
A client asked me the other day about interest rates and how they could impact his savings. These days, and when the Federal Reserve has its monetary policy meetings, the media’s most prominent question is: Will they raise interest rates?
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