Broker Check

Blog

Tuesday, June 15, 2021

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Tuesday, May 18, 2021

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Tuesday, January 12, 2021

Moving into 2021, many questions remain about the pandemic, new vaccines, business activity, changes in how people work and socialize, and the direction of global markets. Yet 2020’s economic and market tumult demonstrated that...

Monday, January 11, 2021

The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...

Monday, January 4, 2021

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

Show All

Monday, December 21, 2020

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

Monday, December 14, 2020

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...

Tuesday, December 8, 2020

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...

Friday, December 4, 2020

According to Darwin’s Origin of Species, it is not the most intellectual of the species that survives; it is not the strongest that survives; but the species that survives is the one that is able best to adapt and adjust to the...

Wednesday, October 7, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Wednesday, April 22, 2020

Our number one priority at Journey Wealth Partners is helping our clients make smart financial decisions no matter what the circumstances. In response to the extraordinary challenges of the coronavirus, Journey is working overtime to...

Wednesday, April 22, 2020

Join us on Earth Day, April 22nd at 12PM for an informal, virtual lunch meeting with a presentation by Bill Davis, founder of Stance Capital, on why, now more than ever, investors should think about aligning capital with sustainable...

Wednesday, April 22, 2020

It’s spring, and we want to go out and get back to “normal,” but as Dr. Fauci says, the virus sets the timeline. At least 25% of our economy requires people to show up to deliver services such as transportation,...

Wednesday, April 22, 2020

Our number one priority at Journey Wealth Partners is helping our clients make smart financial decisions no matter what the circumstances. In response to the extraordinary challenges of the coronavirus, Journey is working overtime to...

Wednesday, November 27, 2019

I am grateful for my relationships, the privilege of working together and experiencing life’s possibilities via shared wisdom, knowledge and trusted networks. Determining where to invest time, energy, thoughts, and actions to...

Wednesday, September 4, 2019

What does this adage, mean in the realm of financial planning or even in the game of life? With recent news causing the market to gyrate, it is easy to feel like there isn’t much you can control. Thankfully there is MUCH you can...

Thursday, July 25, 2019

We live in an era where every person must be their own advocate in all aspects of life. After observing successful people, I have come to believe that the greatest obstacle to people thriving (or not) is their expectations. These...

Wednesday, April 24, 2019

I hope you enjoyed the weekend and feel energized. Holidays and the changing of seasons provide necessary pauses for reflection. After the flurry of tax season, it is useful to think about how does one live in the moment and at the...

Friday, February 15, 2019

In the immortal words sung by Tina Turner, “What’s love got to do with it?”, you are likely wondering why, a financial advisor, is sending you an email about love. Yes, it’s true it is Valentine’s day, and...

Friday, August 17, 2018

If you or someone you care about is going back to graduate school this fall, please read this article to better understand the taxation of various types of income. Please share with those hitting the books. Let us know if you found...

Friday, August 3, 2018

“I call these impositions taxes because they take away some of what an individual earns, diminishing the joys of success” –Sendhil Mullainathan The Hidden Taxes on Women

Thursday, July 26, 2018

Investing in the Trump era…stay focused on what you can control, now, more important now more than ever. Strategies for keeping the daily distracting headlines from stealing your time and energy from your priorities. Click Here...

Friday, July 20, 2018

Click here to get artsy!

Friday, September 15, 2017

As our country was getting hit with two hurricanes back to back last week, the country was also hit with a cyber storm – the Equifax security breach. I have been documenting the identity theft protection process and preparing my...

Monday, June 13, 2016

Hooray for real innovation in wealth management – a long overdue improvement that protects and works better for the savers and investors. I can’t recommend 99% of the budgeting tools or apps out there to my clients. As a...