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Tuesday, May 17, 2022

Wealth is passed on through generations because of great planning. Most inheritances are spent within 18 months of the previous generations passing. A plan is necessary if you want wealth to be built from one generation to the next.

Wednesday, March 9, 2022

Friday, October 1, 2021

A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. In a week that saw the IPO of Airbnb and DoorDash achieve large gains, each of the major indices set incremental...

Friday, October 1, 2021

The stock market faced some selling pressure during the second full week of January, but not before the Dow and Nasdaq reached fresh record highs. The two indices surrendered a respective 0.9% and 1.5% for the week while the S&P 500...

Friday, October 1, 2021

Most of the week’s index gains came on Monday, which was then followed by four days of relatively sideways price action. The Russell 2000 outperformed again with a 2.5% gain, the Nasdaq Composite rose 1.7%, the S&P 500 rose 1.2%,...

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Friday, October 1, 2021

At Adaptive Wealth Partners, we have a passion for assisting you with achieving your financial goals. At some point all of us were “new investors” and you looked to learn more about finances and how to achieve your goals....

Friday, October 1, 2021

As we step into 2021 we wanted to focus on the right kind of advice; we have the opportunity to complete a mental reset and focus our minds and actions on the year ahead. We must focus some of our attention on the things that we did...

Wednesday, September 29, 2021

As many of us know, regularly spending more than you earn is an easy way to jeopardize your financial health by amassing too much debt. So, it can be hard to watch the national debt grow at a rate that those who spend prudently might...

Monday, July 19, 2021

HOW YOU REACT TO NEWS ABOUT THE MARKETS CAN HELP YOU GO FROM A GOOD INVESTOR TO A GREAT INVESTOR. For millions, the pandemic has served as a source of financial distress and worry. This rings true, in particular, for investors of all...

Wednesday, May 12, 2021

IS YOUR FINANCIAL ADVISOR COACHING YOU TO THINK ABOUT MONEY IN A BETTER WAY? IF NOT, YOU DESERVE BETTER. Approximately 20 percent of adults are impacted by mental illness.1 For around 70 years, May has been recognized as Mental Health...

Saturday, May 8, 2021

After 27 years of marriage, high-powered business and philanthropic couple Bill and Melinda Gates have announced on May 3 that they are divorcing. Bill Gates, the co-founder of Microsoft, is estimated to be worth around $130.5 billion...

Monday, May 3, 2021

With 10,000 people turning 65 each day, the subjects of aging and long-term care are of vital importance to millions of people and their loved ones. That’s why long-term care planning is an important task for so many. It not only...

Saturday, May 1, 2021

You work your entire life and save diligently in order to enjoy your retirement. It sounds simple, enough, but the realities of preparing for retirement can be much more complicated and overwhelming for some people. In fact, a recent...

Tuesday, April 27, 2021

Do you ever wonder why athletes go broke when they make so much money? Are athletes financial situations that much different from everyday Americans? How do you find a financial advisor who speaks your language? Watch Michael Eakman...

Friday, April 23, 2021

The stock market finished mixed and little changed in a week marked by consolidation activity and heated tax discussions. The S&P 500 (-0.1%), Dow Jones Industrial Average (-0.5%), and Nasdaq Composite (-0.3%) finished slightly lower,...

Friday, April 9, 2021

S&P 500 and Dow rally further into record territory, Nasdaq outperforms The S&P 500 (+2.7%) and Dow Jones Industrial Average (+2.0%) kicked off the week with a data-driven rally to new heights, followed by a mechanical grind higher the...

Wednesday, April 7, 2021

This week saw the PGA visit Augusta, GA for the Masters, which makes it a great time to share 3 financial lessons that we can take from some of the greatest players in the world. Mental Toughness – To me the game of golf is such...

Friday, April 2, 2021

March showed us some volatility in the markets. It seemed as if every time there was a news report about inflation, which caused bond prices to come down and in turn the yield of the ten year treasury to go up. When this happens...

Tuesday, March 23, 2021

Last week saw the start of March Madness, the dreams of 64 of the nation’s top men’s and women’s NCAA college basketball programs were one the line as teams look to cut down the nets in the final game and hoist the...

Saturday, March 20, 2021

The S&P 500 (-0.8%), Dow Jones Industrial Average (-0.5%), and Russell 2000 (-2.8%) set intraday and closing record highs in the first half of the week, but they eventually ran into selling pressure as long-term interest rates...

Friday, March 12, 2021

The Dow Jones Industrial Average set intraday record highs every day this week, ultimately rising 4.1% and closing at a record high. The Russell 2000 (+7.3%) and S&P 500 (+2.6%) set new highs for the first time in a month while the...

Friday, March 5, 2021

The S&P 500 increased 0.8% in this volatile trading week. The Dow Jones Industrial Average outperformed with a 1.8% gain, while the Nasdaq Composite (-2.1%) and Russell 2000 (-0.4%) continued to cool off from overheated conditions....

Monday, March 1, 2021

At Adaptive Wealth Partners we understand that the word volatility brings on a negative emotional response to many investors, this response leads one to question the actions that they are taking and to make poor short-term financial...

Monday, March 1, 2021

With the downward movement of the market in the last week of February, we have moved some assets from money market investments into the equity side of the portfolio. We have also adjusted our portfolio’s investment categories to...

Saturday, February 27, 2021

It was an ugly week for the Nasdaq Composite, which dropped 4.9% as long-term interest rates continued to rise sharply and fuel valuation-oriented concerns. The S&P 500 fell 2.5%, the Russell 2000 fell 2.9%, and the Dow Jones...

Friday, February 12, 2021

To view this and other episodes of Winning Proof Unscripted with Michelle Hill visit Winning Proof Unscripted – YouTube. Michelle can be contacted through her website, winningproof.com MICHELLE – Hi everybody, this is...

Monday, February 1, 2021

Overall, we maintain a pro-growth stance with a positive outlook on the global economy in 2021. The new stimulus package signed into law in late December reinforces our view that the U.S. economy will grow solidly above trend this...

Friday, January 29, 2021

The final week of January saw the S&P 500 (-3.3%), Nasdaq Composite (-3.5%), and Dow Jones Industrial Average (-3.3%) fall more than 3.0% this week, as risk sentiment was pressured by a frenzy of short-squeeze activity. The Russell...

Friday, January 8, 2021

The team at Adaptive Wealth Partners understands there are many options inside your 401k and we have created an easy to follow chart that will be updated monthly showing our allocation recommendations. If you have questions about how...

Thursday, December 31, 2020

A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. The large-cap indices set fresh intraday and closing record highs in the last week of the year. The S&P 500 (+1.4%)...

Friday, December 18, 2020

A weekly market update of market activity and events, featuring commentary, analysis written with individual investors in mind. Each of the major indices set fresh all-time highs this week in a continuation of the market’s...

Tuesday, December 1, 2020

2020 will be a year to remember in many ways, some negative but many positive. One thing that I will be forever grateful for, has been the opportunity to establish Adaptive Wealth Partners. Adaptive Wealth Partners allows us to work...