Silicon Valley Bank’s collapse explained
With the recent events at Silicon Valley Bank, we’re reaching out to...
Silicon Valley Bank’s collapse explained
News
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
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.
What’s in the Inflation Reduction Act of 2022?
What’s in the Inflation Reduction Act of 2022?
President Biden signed the Inflation Reduction Act of 2022 into law on...
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
Are Inflation & Interest Rates Peaking?
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose...
Is the U.S. Headed for Recession?
Is the U.S. Headed for Recession?
The first two quarters of 2022 marked the worst start for the stock...
SECURE Act 2.0 Explained
SECURE Act 2.0 Explained
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Replay of our discussion covering January's market volatility and how inflation and expected interest rate increase could affect your portfolio.
Market Volatility, Inflation, Rate Hikes & Your Portfolio
Market Volatility, Inflation, Rate Hikes & Your Portfolio
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter's review.
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
4 New Tax Changes + Q2 Market & Economy in Review – Webinar Replay
A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.
Washington’s New 7% Capital Gain Tax Explained and How to Avoid It
Washington’s New 7% Capital Gain Tax Explained and How to Avoid It
Washington State's 7% capital gain tax has been signed into law and survived legal challenge in the WA State supreme court. Here's what you need to know and what you can do to prepare!
Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio – Webinar Replay
Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio – Webinar Replay
A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement "life portfolio."
Market Values, Inflation, and Q1 in Review
Market Values, Inflation, and Q1 in Review
The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.