Helping you find your way
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Discovery Partners Investment Center is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.