…Prior to joining Patriot, she served as the Export Manager for an engineering firm specializing in border control security. Overall she has had over 38 years of business management experience….
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Lara E. Burn
…and Hotel Restaurant Management from Newberry College in Massachusetts and has over 25 years in office administration in the medical, construction and retail fields. She and her husband Bob enjoy…
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Twenty-Five Years!
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…
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2019 Q3 Market Commentary
…– 1.9% 8.1% Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Global Agg: Barclays Global Aggregate; Small cap: MSCI…
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Retirement Strategy: Money & Longevity
…topics like income planning, investment strategy, and risk management, translating your retirement vision into a clear, actionable path. https://www.rbcwealthmanagement.com/en-us/insights/will-you-outlive-your-money-in-retirement-3-risks-to-plan-for-now https://www.npr.org/2022/02/19/1081875948/inflation-has-many-retirees-worried-about-outliving-their-savings https://www.cnbc.com/select/what-is-the-4-percent-retirement-savings-rule/ This content is developed from sources believed to provide…
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2Q2020 Market Commentary
…26.8% -12.7% 24.7% MSCI EM 18.9% -9.7% 18.2% Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Cmdty: Bloomberg UBS…
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Q3 2020 Market Commentary
…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…
Read MoreCarol Ann Travis
Carol Ann brings over six years of experience in business management and administration, along with two years in the RIA space. As a key member of our Client Service Team…
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Global Market Commentary: Second Quarter 2022
…NASDAQ is down 30.3%; and The Russell 2000 is down 24.8%. Positives Patriot is in its 29th year helping clients achieve their financial goals and assisting them in the management…
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Teaching Children Financial Literacy
…the right way. Without learning money management skills at home, your kids are going to be in for a few nasty surprises when they get older. Are you worried about…
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