WealthBuilder Login 

Please click here to access your WealthBuilder site.

MYSTREETSCAPE Login 

Please click here to access your MyStreetScape site.

Fiduciary Briefcase Login

Please click here to access your Fiduciary Briefcase site

Follow Us

   

Subscribe Today 

Partners Wealth Management offers a complimentary Quarterly Newsletter with a column written by our Managing Partner, John Freiburger, featuring articles of interest.
Monthly Retirement Report, a publication available on our website, provided by our Director of Retirement Plan Solutions, Mary Patch.
Drawn to a more frequent publication? Subscribe to our Weekly Market Report, a short emailed piece containing news of interest and updates on the financial markets.

Partners Wealth Management Blog


A Different Way to Invest
We've seen that many prospective clients have unfulfilled expectations about their past investment experience.  They are looking for a better solution.  What might that approach look like, and how can we help improve their odds of success? 
Here is the answer.  Read: A Different Way to Invest
Posted on 10/6/2014




Global Market Breakdown
As of May 2014, the United States made up just under 50% of global equity market capitalization, Developed International made up 40%, and Emerging Markets 10%.  We believe this should be taken into account when developing an investment allocation.  Over the long-run, research suggests investors are better served by diversifying portfolios globally.  Read: Global Market Breakdown
Posted on June 27, 2014




Barron's Market Beaters
Our partners, Dimensional Fund Advisors (DFA), have consistently helped our firm deliver exceptional investment experiences to our clients.  Congratulations to Eugene Fama for winning the Nobel Prize in finance!  His pioneering work laid the foundation for our investment methodology.  Read: Barron's Market Beaters
Posted on April 1, 2014




Future Testing
Financial news is just an account of the past.  Investors that rely on it heavily tend to project what has already happened onto an imagined future based on their own social, political, and economic biases.  This is why being attuned to what is going on in the news or taking the advice of pundits, in most cases, doesn't lead to better outcomes.  We believe there's a better way to improve your odds of a positive investment experience.  Read: Future Testing
Posted on March 31, 2014




The Golden Ticket Trap
We believe taking unnecessary risks, such as holding only a handful of securities and taking big bets on a single sector or asset class, is not a prudent long-term investment strategy. While it’s true you can get lucky, it’s also true that a speculative approach can add additional volatility which is unlikely to be rewarded. Maximize the likelihood of positive investment experience by focusing on things in your control, like diversification and minimizing your expenses.  Read: The Golden Ticket Trap
Posted on February 28, 2014




2013 Review: Economy & Markets
Despite a sluggish US recovery, recessions in China and Japan, political turmoil, lingering debt problems, and other strong headwinds, the markets had a record-setting year in 2013.  Read: 2013 Review: Economy & Markets
Posted on January 23, 2014




Rate Expectations
When it comes to investing, making decisions based on conventional wisdom, or what seems to be intuitive based on the current market environment, is not always in your best interest.  Read: Rate Expectations
Posted on December 24, 2013




Dancing on the Ceiling
The human brain craves certainty and avoids uncertainty like its pain. Unfortunately, the reality is, the future has never been and will never be certain. The political, economic or social risks that investors fear may change but will always exist. There will NEVER be a “safe” entrance point into the markets. We believe, in order to give yourself the best opportunity at a positive investment experience, you must except these risks, maintain discipline, and focus on the long-term.  Influence from the day-to-day noise of the financial and political news will likely lead to emotional decision-making and compromise your long-term investment returns.  Read: Dancing on the Ceiling
Posted on November 1, 2013




The Broccoli and Pizza Portfolio
It’s important to separate the concepts of speculation and investing.  Read: The Broccoli and Pizza Portfolio
Posted on October 1, 2013 




Living with Volatility
As it pertains to investing, we agree with Jim Parker, Vice President, DFA Australia when he says, "As to what happens next, no-one knows for sure.  That is the nature of risk.  But there are seven simple lessons that individual investors can keep in mind to make living with this volatility more bearable."  Read: Living with Volatility
Posted on September 3, 2013 




The Art of Letting Go
When it comes to investing, we believe the best outcomes are saved for those who are able to shut off the “noise” coming from the financial services industry and media. Investors mistakenly believe that a reaction to, or constant monitoring of, current events can lead to an “above-average” investment experience and shelter them from downturns in the market.  Jim Parker of DFA says, “Financial science and experience shows us this isn’t the case, and that our efforts are best directed toward areas where we can make a difference, and away from thing we can’t control.”  Read: The Art of Letting Go
Posted on August 1, 2013



Financial Briefs

Find Extra Benefits In DI Insurance
The odds that you'll suffer a disabling injury or illness are far greater than..
read more >>


5 Ways To Handle Problem Employees
Do you have one or more "problem employees" at your company? ..
read more >>


Crash Course On Paying For College
There's good news in the mail: Johnnie or Susie just got accepted into a top..
read more >>


YOUR FINANCIAL PICTURE