Principle Wealth Partners

09/25/2023

04/28/2023

We are excited to share that Robert S. Paolucci, CFP®, and Colin Dugan, CFP®, have been named Forbes' 2023 Best-In-State Wealth Advisors. This marks the fifth consecutive year that Bob has earned this accolade and the first year for Colin. It is an incredible achievement to be ranked among the top financial advisors in the state and a testament to their commitment to helping their clients achieve their financial goals.

  Principle Wealth Partners (PWP) is thrilled to announce that Robert (Bob) S. Paolucci, CFP®, Founder & CEO, and Colin M. Dugan, CFP®, Senior Wealth Advisor, were both named to Forbes 2023 list of Best-In-State Wealth Advisors for Connecticut. This marks the fifth consecutive year...

03/10/2023

Congratulations to Glenn S. Zavorskas for passing the CFP exam! We are so proud of your hard work and tenacity!

Hope is wishing for a thing to come true. Faith is believing it will come true. Work is making it come true.”
--Dr. Norman Vincent Peale

10/28/2022

We're excited to share that Principle Wealth Partners made the inaugural Forbes/SHOOK Research list of the Top 100 RIA Firms in America, ranking #1 in Connecticut!

So far this year, the S&P 500 Index is down 21% and the Nasdaq Composite down 31%, inflation is 8%, with few signs of receding and a recession is imminent. Never before has the need for steady-handed financial advice been greater.

10/19/2022

Election years can be volatile, and the news we are exposed to isn't helping. Get some clarity by listening to Robert Stein, First Trust's Deputy Chief Economist, as he gives his political and economic outlook.

10/04/2022

The news got you down? Avoiding the noise may make you happier. Read on to discover why redirecting our thoughts away from negative occurrences can benefit investors by staying in the market.

News is available through more channels than ever before. There is a media onslaught 24/7, from every possible source. And it’s increasingly hard to turn off and take a break as news flows automatically through your feed. If you have ever felt anxious and stressed...

07/10/2022

Going green isn't going to be easy...Read our June Monthly Movement to find out why!

Lithium and Its Impact The Salar de Atacama salt flats store more than a quarter of the world’s lithium supply. Source: David Maise1 As we continue to wade through 2022 and what the market has thrown at investors, we want to take a step back and...

05/06/2022

What is going on in the bond markets? Read our quick recap on what has happened in the fixed income markets so far this year, and what we feel is driving it.

Looking back at April 2022, several key events stood out, but one most prominent: the bond market. Read our take on the current bond market and where we think the market is headed.

04/08/2022

Read our thoughts on a couple of events in March that impacted the markets.

Looking back on March, several key events occurred that are worth watching going forward. Here are a couple that stood out. The Nickel Market Breaks High energy prices might be top of mind for consumers; however, Mid-March brought one of the wildest price increases seen...

03/25/2022

Congratulations to Samantha Eberl for passing the FPQP® exam! We are so proud of your accomplishment!

"A dream does not become a reality through magic; it takes sweat, determination, and hard work." - Colin Powell

02/02/2022

Read our quick recap on a few January events impacting the markets.

Looking back on January, several key events occurred and are worth watching going forward. Here are a couple that stood out. Interest Rates, Volatility, and the Fed…Oh My The start to 2022 was anything but calm as the S&P saw the worst start to the...

01/24/2022

Julina Ogilvie, CIMA®, CPWA®, provides a brief overview of the status of the economy and markets. We want to provide some perspective as to why we are experiencing market volatility, the consequence of the Federal Reserve’s rate changes, and the impact of the 2022 midterm election.

Julina Ogilvie, CIMA®, CPWA®, provides a brief overview of the status of the economy and markets. The start of 2022 has been volatile. We want to provide some perspective as to why we are seeing this, the consequence of the Federal Reserve’s rate changes, and the impact of the 2022 midterm elect...