A Year in Review - A New Year's Letter from Glenn Ullmann
Submitted by Ullmann Wealth Partners on December 31st, 2020
December 31, 2020
Blog
Charitable Giving and Donor Advised Funds
Submitted by Ullmann Wealth Partners on November 30th, 2020
December 1, 2020
How Much Impact Does the President Have on Stocks?
Submitted by Ullmann Wealth Partners on October 28th, 2020
October 28, 2020
The A, B, C & D of Medicare - Breaking Down the Basics
Submitted by Ullmann Wealth Partners on September 28th, 2020
September 28,2020
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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.
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.
What History Tells us about Elections and the Market
Submitted by Ullmann Wealth Partners on August 26th, 2020
August 31, 2020
Introduction to Cryptocurrency
Submitted by Ullmann Wealth Partners on July 24th, 2020
July 28, 2020
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The Underrated Part of Investing in Equities: Dividends
Submitted by Ullmann Wealth Partners on June 22nd, 2020
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.
Nonprofits Lose Revenue During the COVID-19 Pandemic
Submitted by Ullmann Wealth Partners on May 31st, 2020
May 31, 2020
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.
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.
