News Room

Are You Financially Ready for Year-End?

November 6, 2016
The transition from one calendar year to the next has important financial ramifications. Is your family prepared? To help you answer that question, here are some of the issues to consider as the weather gets cold and 2016 grows old.
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How Do Elections Impact the Markets?

October 20, 2016
As Tuesday, November 8 nears, nerves are worn thin. Even in the rough-and-tumble of American politics, this year’s election season has been spirited, to say the least. A few swing states may determine whether the next president is Democrat or Republican. [...]
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Exciting PartnersInWealth News

October 6, 2016
In an earlier WEALTHWISE, I informed you that my long-term plan for the firm includes key professionals at PARTNERSINWEALTH becoming part-owners. This process is now underway, and I’m excited to report that on September 28, Jeffrey E. Riley, CLU, CFP, [...]
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Behind the Scenes of Our Work for You

September 29, 2016
As a PARTNERSINWEALTH client, you probably understand how we work with you and your other advisors to optimize your finances—aligning savings and investments with life goals, exploiting the fruits of collaboration, taking a 360-degree view of your [...]
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Insure Your Portfolio against Black Swans

September 8, 2016
Clients—usually new ones, for a reason I’ll explain below—sometimes contact me after a major, unexpected global news event. They want to know how it will affect their investments, and whether changes are needed in their portfolio.
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The $400,000 Question: Monthly Pension or Lump Sum?

July 29, 2016
A client of mine, call him Raymond, recently retired from a long career in the oil and gas industry. He had something many savers of today would envy—a fully-funded, guaranteed pension. These products, once common, are increasingly rare. But if you do [...]
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The Fruits of Collaboration: Why we want to make your meetings with us a team meeting

July 26, 2016
One of the most formidable creatures in Greek mythology is the Hydra—a beast that has several heads to attack its enemies with. It’s a potent demonstration of the idea that multiple heads—or minds, for that matter—can be much more effective than one [...]
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Jeffrey E. Riley, CLU®, CFP® Elected to Society of Financial Service Professionals Board, to Emphasize ‘Youth Movement’

July 19, 2016
The Houston chapter of the Society of Financial Service Professionals (SFSP) elected our own Jeff Riley to serve on its board of directors. It was a typical day at the office when Jeff’s phone rang. It was the nominating chair asking Jeff if he’d be open [...]
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Meet Jaison Ipe

June 9, 2016
There have been some exciting changes recently at PARTNERSINWEALTH, and I want to use this WEALTHWISE to tell you about one. Our latest talent acquisition, Jaison Ipe, has joined us as Vice President of Operations. He has an MBA from Yale in finance and [...]
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New PartnersInWealth Client Portal

June 7, 2016
Over the past year, in addition to bringing on top talent, PARTNERSINWEALTH has made significant investments to improve technology and infrastructure. The goal of these investments is to provide you the best possible service and enhance your experience [...]
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