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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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Are you paying attention to the fees that are being withdrawn from the mutual funds you own?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 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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Creating a Legacy of Giving

July 6, 2018
What legacy would you like to leave your children and grandchildren?  Most people are passionate about teaching young people to be responsible and productive citizens, but have you also wondered how you may pass on your values regarding charitable [...]
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What Do Rising Interest Rates in 2017 Mean To You?

February 7, 2017
The situation
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Markets Over-Valued? Here’s your next move.

January 11, 2017
The situation
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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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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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What do Low Oil Prices Mean for Your Portfolio?

March 10, 2016
In spite of a recent rebound, oil prices remain at very low levels. For many, initial joy at falling gasoline prices has given way to a darker realization. The oil glut has depressed Houston’s economy, which is heavily dependent on the petroleum [...]
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