Blog

One of our clients was recently contacted by a fraudster who claimed to be from the Department of Justice and was asking for personal information. If you get one of these calls, hang up! Do not become the victim of fraud.

While some will suggest that a certain president or party is "good" or "bad" for the markets, this video from Dimensional Fund Advisors reminds us that markets have historically rewarded long-term investors who stay invested under a va

July 28, 2020
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Email was new until it wasn’t. Venmo was new until it wasn’t. Online Zoom meetings were new until they were the only thing that filled our work schedule. Cryptocurrency (crypto) may be no different. Its technology and ease of access to anyone who wants to make transactions, may lead it to become a global currency.

June 22, 2020
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During the first two quarters of this new decade, we have seen wild and dramatic fluctuations in stock prices. We have witnessed equity markets make a month or even two months’ worth of moves in a single day! Despite the recent, immense swings in equity prices, the resilient feature of investing in equities (or as Glenn calls them, “the great companies of the world”) is the dividend you as a shareholder receive for owning a share of stock in a dividend paying company.

May 31, 2020

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Across the country, nonprofits of all types and sizes are in extreme distress. As we have seen during times of crisis – be it a recession, hurricane or the current COVID-19 pandemic, the demand for services from the nonprofit sector increases dramatically. For many organizations, fund-raising events have been delayed or canceled, and other fee for service transactions are limited or gone. Thrift stores are closed. Summer Camp fees and ticket revenue are gone. These organizations have also been hit by the sidelining of many volunteers (often retirees) who are heavily relied on to keep staffing costs low.

30 April, 2020

Like most families and businesses, Ullmann Wealth Partners adapted to the “Safer at home” order. Our physical office has been open every day during this time with a skeleton staff, but most of our employees have worked from home. We have been able to communicate with each other and with our clients via cell phone and online meetings, while monitoring client accounts through secure internet and other applications.

April 29,2020

This blog post links to an article by Andy Reed, PhD and Vice President of Behavioral Economics at our custodian Fidelity Investments, who gives some suggestions based on his behavioral research on how your social connections can help you counteract stress and uncertainty. He also discusses other unique behaviors that have arisen from coronavirus fears.

April 20, 2020
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On March 27, 2020, The Coronavirus Aid, Recovery, and Economic Security (CARES) Act was signed into law by President Trump. This sweeping $2.2 Trillion stimulus law establishes many programs, loans, grants, tax credits and other benefits to aid individuals, small businesses, nonprofits, independent contractors, and other entities during this time of uncertainty. The main purpose of the CARES Act is to provide individuals and small businesses with the cash they need to meet their obligations, and to retain employees, until it is safe for our economy to re-open.

April 13, 2020

What, How and Why? Most of our conversations with you in the past two months have centered on one or all of these questions: What are we doing to take advantage of this equity market decline? How are we implementing those changes?

April 2020
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In the course of a recent lunch, I noticed that the servers had to balance plates in their right hand while opening the door to the outside patio with their left hand (because of fire code, the door swings in towards the bar area—but to serve food you have to pull the door towards you). Having witnessed this for several minutes, I got up from our high top to open the door and help—and immediately slammed my knee right into the table.