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Blog

A Year in Review - A New Year's Letter from Glenn Ullmann

Submitted by Ullmann Wealth Partners on December 31st, 2020

December 31, 2020

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Charitable Giving and Donor Advised Funds

Submitted by Ullmann Wealth Partners on November 30th, 2020

December 1, 2020

Tags:
  • Philanthropy
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How Much Impact Does the President Have on Stocks?

Submitted by Ullmann Wealth Partners on October 28th, 2020

October 28, 2020

Tags:
  • election
  • stocks
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The A, B, C & D of Medicare - Breaking Down the Basics

Submitted by Ullmann Wealth Partners on September 28th, 2020

September 28,2020
View PDF here

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government sponsored program may play a role in your future health care decisions.

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Beware of Financial Scams

Submitted by Ullmann Wealth Partners on September 16th, 2020

September 16, 2020

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.

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What History Tells us about Elections and the Market

Submitted by Ullmann Wealth Partners on August 26th, 2020

August 31, 2020

Tags:
  • elections
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Introduction to Cryptocurrency

Submitted by Ullmann Wealth Partners on July 24th, 2020

July 28, 2020
View PDF here

Tags:
  • cryptocurrency
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The Underrated Part of Investing in Equities: Dividends

Submitted by Ullmann Wealth Partners on June 22nd, 2020

June 22, 2020
View PDF Here

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.

Tags:
  • Dividends
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Nonprofits Lose Revenue During the COVID-19 Pandemic

Submitted by Ullmann Wealth Partners on May 31st, 2020

May 31, 2020

View PDF here

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.

Tags:
  • nonprofit
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Life under the "Safer at home" Order

Submitted by Ullmann Wealth Partners on April 30th, 2020

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.

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