News Room

Staying Positive In A Negative-News-Cycle World

September 28, 2018
Watching the daily news, it’s easy to become a cynic. The media follows an “if-it-bleeds-it-leads” mentality, emphasizing the worst of what’s happening in the world around us. National tragedies are covered in real time, to a sometimes unnecessary degree [...]
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Understand the Facts Before Paying Off Your Mortgage (Part 2)

August 27, 2018
Part one of this two-part message addressed the fact that paying off one's mortgage is often an emotional decision that does not always make financial sense. Many homeowners are driven by the allure of not having to make mortgage payments. The thought of [...]
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Understand the Facts Before Paying Off Your Mortgage (Part 1)

August 24, 2018
Many homeowners consider paying off their mortgage a top priority. The general feeling is that by accelerating payments and paying off the mortgage early they improve their financial status by reducing their debt level. Generally speaking, however, this [...]
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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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