Within numerous areas of wealth management, including financial planning, documentation is a big buzzword. The proper documents and account information, organized in intelligent ways, will help both individuals and financial advisors...Read More
With combined advisory experience in excess of 40 years, the perspective we bring to our client relationships is based on our collective body of knowledge and capabilities. Both continue to evolve each day allowing us to add new tools and distinct opportunities which can potentially enrich the lives of those we serve.
Life is unpredictable, and just as the world continues to evolve and change, so do the needs of the businesses and families we are honored to serve. We pull from our experience, but we don’t rely on it as the way forward. In fact, the days we relish most are the ones that deliver a little known challenge that we are able to tackle and solve on behalf of our client and their family.
Dan Whittenburg, our Founder and key partner in the firm is regularly called upon to share his expertise within the financial services industry with his peers, and publically in the community he is proud to serve. He conveys his unique perspective through various mediums including articles, white papers and comprehensive presentations. You can find a sampling of Dan’s personal perspective below.
We regularly update and add to our perspective, so please check back often.
The U.S. stock markets had the worst day of the year on August 5th, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors are understandably nervous....Read More
Like virtually every major decision-making-oriented area of our lives, investment decisions we make are prone to personal bias. Both conscious and subconscious, bias refers to various internalized themes and ideas we maintain in...Read More
Within the world of investing, those making investments do so with a number of different strategies or approaches. There are several distinct tactics that may work for different investors or groups, but there’s also one major...Read More
At Whittenburg Wealth Partners, we’re proud of the diverse areas of expertise covered by our financial advisors. Whether you need assistance with anything from basic wealth management to retirement planning, insurance planning or...Read More
Within the world of investing, the term “diversification” is a common one. It involves spreading your investments around to multiple areas, guarding yourself against negative results in certain areas by also maintaining...Read More
In part one of this two-part blog, we went over some of the key factors in keeping things realistic and prudent when investing. Staying balanced with your expectations and how you manage results that differ from them is very important...Read More
Whenever we as humans enter a new situation, how we perceive its eventual successes and failures is largely dependent on expectations. The world of investment and financial planning is a perfect example – how you feel about the...Read More
How much money will it take for you to retire in style? Will $1 million do the trick? How about $5 million? Or perhaps you can get by on less. If the question leaves you scratching your head, you’re not alone. Just 36 percent of...Read More
I’ll figure it out when I’m ready to retire, which is the day after never …. That is the response we get from small business owners when we ask how much their business is worth. The wealth of nearly two-thirds (70%)...Read More
Working with a Financial Advisor - Six Steps to Help You Get the Most Out of the Relationship Presented by Austyn Whittenburg In conjunction with Lincoln Financial Advisors , a registered investment advisor Would you trust your medical...Read More
TWELVE INVESTMENT PRINCIPLES TO LIVE BY Brought to you by Dan Whittenburg In conjunction with Lincoln Financial Advisors, a registered investment advisor In 2008, the financial world was in a dark place. The markets were in the midst...Read More