How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
529 college savings plans are one of the most popular ways to save for...
I’m thinking about buying a rental property but what should I...
What's coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!
The SECURE Act 2.0 was recently passed into law and, if you’re saving...
Today is a deep dive into ways you can reduce estate taxes and pass...
With a clear intent and a tactful approach, you can make a good introduction to a friend or family member...stress-free!
If you live here in our home state of Washington, a winter getaway to...
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
Are you starting to think about making the transition to retirement?...
Have you ever wondered, “Should we have a trust?”, then quickly...
