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DFA Q4 2022 Market Review
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...
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It’s Been a Poor Year So Far for Municipal Bonds
Are muni bonds right for you? If so when and how much and what type? The answer isn't intuitive. The law of supply and demand bids up the prices of the states with the highest taxes, so diversification is again your friend! Pros know.
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DFA Q2 2022 Market Review
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...
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DFA Q3 2021 Market Review
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...
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DFA Q2 2021 Market Review
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...
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DFA Q1 2021 Market Review
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...
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DFA Q4 2020 Market Review
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...
Read MoreJanuary 11, 2021 - Markets Start 2021 on a High
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 &...
Read MoreJanuary 4, 2021 - The Year in Review
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 &...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
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...
Read MoreDecember 14, 2020 - Cases Rise, Stocks Retreat
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...
Read MoreDecember 7, 2020 - Is Stimulus Near?
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...
Read MoreMarch to the Beat of your own Drum for Greater Fulfillment
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...
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DFA Q3 Market Review
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...
Read MoreWe’re Here To Help
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...
Read MoreJoin us on Earth Day, April 22nd at 12PM for an informal, virtual lunch meeting Gallery Join us on
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...
Read MoreHow can we help? What do you need now? What we are doing for clients recently. Gallery How can we h
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,...
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We’re Here To Help
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...
Read MoreOver the hills and through the woods….
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...
Read MoreThe Best Defense is a Good Offense
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...
Read MoreSurvival of the Fittest – An Important “How to” for you
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...
Read MoreKnow thyself and grow more, better, faster – learn how here
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...
Read MoreLove is in the Air
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...
Read MoreThe Five Numbers Required for a Complete Grad Student Tax Return
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...
Read MoreThe Hidden Taxes That Challenge Women
“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
Read MoreInvesting While Distracted in the Trump Era
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...
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Identity Theft Action Plan
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...
Read MoreGood Riddance to Risky Data Aggregation
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...
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