20 Minutes on the Market for Q4, 2024
We’re excited to share our Q4 2024 Market Update! In this video, we...
20 Minutes on the Market for Q4, 2024
Insights
Maximizing Your Estate: A Case Study in Premium Financing
Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to...
2024 Year End Tax Planning Checklist
2024 Year End Tax Planning Checklist
As we approach the end of 2024, here are a few simple tax saving tips...
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Losing a spouse or family member is one of the most challenging...
Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
Understanding 1031 Exchanges & Delaware Statutory Trusts (DST)
You own and manage a portfolio of rentals or perhaps a few office...
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
ESOPs: Understanding Employee Stock Ownership Plans and Your Business Legacy
As a business owner, planning for the future of your company is as...
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Presidential Elections & Market Volatility: Interview with a Portfolio Manager
Does the market care about presidential elections? Should you move to...
20 Minutes on the Market for Q3, 2024
20 Minutes on the Market for Q3, 2024
Hello! In this quarter's 20 Minutes on the Market, we take a look into...
Two Key Differences Between Washington State and Federal Estate Tax
Two Key Differences Between Washington State and Federal Estate Tax
Estate taxes are among the most confusing topics, especially for those...
Stock Market Volatility – Lessons Learned from 2022-2023
Stock Market Volatility – Lessons Learned from 2022-2023
We’ve had no shortage of volatility in the stock market in the last...
Worried About Estate Taxes? These Two Strategies Can Help!
Worried About Estate Taxes? These Two Strategies Can Help!
Do you find yourself at a crossroads in life, juggling the...
Turn Your Concentrated Stock Into Stable Retirement Income
Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any...
20 Minutes on the Market – Q2, 2024
20 Minutes on the Market – Q2, 2024
Hello! In this quarter's 20 Minutes on the Market, we update three of...
Two Experts Share How to Keep Wealth from Dividing Your Family
Two Experts Share How to Keep Wealth from Dividing Your Family
Why do 70% of families lose their wealth by the second generation? Why...
Creating $600,000 From an Old Life Insurance Policy
Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed...