Call Us Today! (419) 314-4139|scott@patriotwealthplanners.com

Do Smart Investors Need a Financial Advisor?

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? Scott works with a lot of highly skilled, intelligent professionals. So, for someone like this, is working with an advisor just an extra expense, or could it actually add real value?

By |2025-03-11T21:18:50+00:00March 6, 2025|Podcast|Comments Off on Do Smart Investors Need a Financial Advisor?
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Should You Own Airline Stock?

Should you own airline stock? With the airline industry experiencing a rollercoaster of performance this past year alone, it’s an interesting question to discuss. In this week’s episode, Scott and Marc explore the complexities of investing in airline stocks and how emotional biases can influence investment decisions.

By |2025-01-30T12:01:20+00:00January 30, 2025|Podcast|Comments Off on Should You Own Airline Stock?
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Do Elections Really Impact Your Investments?

Halloween isn't the only thing spooking people this week. With the election just days away, many investors are wondering how this season will impact their portfolios. So in today’s episode, we’re going to spend some time talking about the impact of political shifts on the stock market.

By |2024-10-30T01:23:03+00:00October 31, 2024|Podcast|Comments Off on Do Elections Really Impact Your Investments?
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The Airline Advisor

Phone: (419) 314-4139
Email: [email protected]
Address: 1700 Woodlands Dr, Maumee, OH 43537

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.
Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
©2024. All rights reserved.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.
Opinions expressed herein are solely those of Patriot Wealth Planners and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Patriot Wealth Planners an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
©2024. All rights reserved.
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