Client Commentary

2016 Second Quarter Client Commentary

The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc.

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First Quarter 2016 – Client Commentary

The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc.

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2015 Fourth Quarter Client Commentary

The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc.

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2015 Third Quarter Client Commentary

Planning Commentary – Who are the Mass Affluent? “People rarely succeed unless they have fun in what they are doing.” – Dale Carnegie, American Writer and Lecturer Families that our firm is fortunate enough to serve have certainly found a lot of success financially. Interestingly, our clients

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2015 Second Quarter Client Commentary

Investment Commentary – Headwinds and Rate Hikes “In investing, what is comfortable is rarely profitable” – Rob Arnott (Founder of Research Affiliates, a $169 Billion investment strategy firm) Over the course of the first quarter, the S&P 500 stock index has struggled to regain its upward momentum from

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2015 First Quarter Client Commentary

2015 First Quarter Client Commentary   “The time to get interested is when no one else is. You can’t buy what is popular and do well.” “Only those who will be sellers of equities in the near future should be happy at seeing stocks rise. Prospective purchasers should

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Keystone Financial Consulting: 2014 4th Quarter Client Commentary

  “Change is the law of life. And those who look only to the past or present are to miss the future. “ – John F. Kennedy Change for the Better Planning Commentary The old adage tells us “nothing is certain but death and taxes.”  If allowed

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Payne Wealth Partners: 2014 4th Quarter Client Commentary

“Change is the law of life. And those who look only to the past or present are certain to miss the future.” – John F. Kennedy Change for the Better Planning Commentary The old adage tells us “nothing is certain but death and taxes.”  If allowed the

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2014 Third Quarter Client Commentary

“Big Picture” Planning So often in the financial advice industry it all comes down to investments and return.  We believe that part of that focus is due to media outlets’ reporting which revolves around investment markets and daily return statistics of major indexes (Dow Jones, S&P 500

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2014 Second Quarter Client Commentary

 “Fortune favors the bold” – Virgil (Roman Poet) Courage & Boldness = Great Dividends  As we think back over the five years that have passed since the depths of the financial crisis there are many instances in which bold action led to very significant differences in a

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Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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