Search Results for: Finance Management Made Easy

May Is Military Appreciation Month: 5 Financial Tips For Every Military Family

May 10, 2022 by Patriot Investment

…zones, overseas assignments, and the constancy of change – all of which make dedicating time to personal finance a challenge. Luckily, there are special tax breaks and other benefits unique…

Financial Times - Top Financial Advisers 2019

Patriot Named to 2019 FT 300 For Top RIAs

July 3, 2019 by Patriot Investment

Patriot Investment Management Group is pleased to announce that we have been named in the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes the…

J. Taylor Wortham

May 2, 2019 by

Taylor joined Patriot Investment Management in 2008. Prior to working at Patriot, Taylor earned a Mathematics degree from Vanderbilt University, a Master’s degree from Georgetown University in Physiology and Biophysics…

Jeffrey J. Monson

May 2, 2019 by

…in engineering and management positions with TRW Automotive working in various manufacturing plant locations in the US. Jeff also managed a family business that owned and leased commercial warehouse and…

Careers

A Checklist to Help You Plan

July 2, 2019 by Patriot Investment

…to diversify holdings, reduce management expenses, and mitigate tax consequences. This is our approach at Patriot. Automating transfer of money from your paycheck to your investment account streamlines this process….

Melting The Debt Snowball

January 10, 2019 by Chris Brown, CFP®

…or invest. That’s a whole other question altogether. Ultimately, your goals, values, and priorities should drive the direction of your financial plan, including your debt management. If you have a…

Twenty-Five Years!

October 10, 2018 by Patriot Investment

It doesn’t seem possible that so many years have passed since we started Patriot Investment Management! It has truly been a wonderful journey. When we began, our guiding philosophy was…

upwards pointing line graph with a young man in the background

What Are The Stock & Bond Markets?

September 10, 2018 by Chris Brown, CFP®

…is the art and science behind proper investment management. How do they all work together for me? Now think of capitalism, where business owners openly compete for consumers’ business so…

Q3 2020 Market Commentary

October 9, 2020 by Patriot Investment

…MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Cmdty: Bloomberg UBS Commodity Index; Global Agg: Barclays Global Aggregate; Growth: MSCI World Growth; Value: MSCI…