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Posted on June 1, 2021
Patriot Wealth Management

How My Father’s Career Led to My Career On June 3, 1965, Ed White made history by being the first person in U.S. history to walk in space. A historic moment for everyone back on Earth, White’s path to space was almost written in the stars.  White was a descendant of pilots and military officers. His family was known for its service to this country, and a career in space was just what would be expected of White. Believe it or not,...

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Posted on May 20, 2021
Weekly Market Update

How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s inflation in action. Economists use the broad increase (or decrease) in prices of goods and services across the country as a measure of economic health. When inflation is stable and predictable, it’s a sign of a basically healthy, growing...

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Posted on May 5, 2021
Patriot Wealth Management

What to Consider When You Want to Go to School in Retirement As graduation looms for many high school seniors, they may not be the only ones planning to continue their education. Adult education is becoming increasingly popular among retirees who are searching for their next chapter. It’s becoming so popular that more universities are looking to add or bolster their offerings in anticipation of an influx of retirees, according to MarketWatch, which also reports that the number of adults aged 65...

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Posted on December 21, 2016
Weekly Market Update

All Eyes on the Dow – How Meaningful is Dow 20,000? With markets roaring back after the election, clients have been glued to their televisions, watching the Dow Jones Industrial Average make its ascent toward the “touchdown mark” of 20,0001.  It makes us feel good to see US stocks rally to finish off the year on a high note and in such a robust fashion. Although we are thankful for our clients keeping abreast of market levels and wondering how they might impact...

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Posted on November 10, 2016
Weekly Market Update

Trump Wins Presidential Election – What Now? Donald Trump will be the 45th President of the United States as Hillary Clinton conceded the election early Wednesday morning. This was a largely unexpected outcome as most pre-election surveys indicated a slight advantage for Clinton in the months leading up to the election. Wall Street projected a Clinton victory as well because her policies were considered more stable and she represented the status quo. Broad US equity indices gained 2.5%+ with the expectations of...

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Posted on October 18, 2016
Weekly Market Update

Q3 2016 Earnings Season Kicks Off I am happy to present this week’s market commentary from FormulaFolio Investments.  The goal is to give our clients and friends a simple way to see everything they need to know about the financial markets on a weekly basis, in 5 minutes or less.  After all, finances should be simple, not complicated. Market Update Equities: Broad equity markets finished negative for the week with small cap US stocks experiencing the largest losses. S&P 500 sectors finished the week...

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Patriot Wealth and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Patriot Wealth and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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