Turning Taxes Into Opportunities
Can taxes really be turned into opportunities? We discuss a few strategies!
Turning Taxes Into Opportunities
Blog
Should you really stay the course?
Should you really stay the course?
Whether you're retired and living on portfolio income or just starting...
6 Money Habits to Teach Your Kids
6 Money Habits to Teach Your Kids
Parents have a lot to deal with. You’re feeding, clothing, cleaning,...
How Much Should You Keep In Emergency Reserve?
How Much Should You Keep In Emergency Reserve?
Job loss, unexpected trip to the hospital, a tree falls on the house –...
The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs
The ABCs of RSUs, ESPPs, ISOs – Get to Know Your Stock Incentive Programs
In our tech-heavy Pacific Northwest, many companies grant stock or...
Smart Legacy Planning for Your Business
Smart Legacy Planning for Your Business
Every family wants to create a sound legacy for their children for the...
The SECURE Act – 6 Changes You Should Know About
The SECURE Act – 6 Changes You Should Know About
A summary of changes to long-standing retirement account rules.
Quarterly Economic Update
Quarterly Economic Update
In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data.
What Is a CFP® and Why Should You Care?
What Is a CFP® and Why Should You Care?
With titles like financial advisor, financial planner, wealth advisor,...
6 Questions to Ask a Financial Advisor
6 Questions to Ask a Financial Advisor
Retirement planning, saving for your child’s education, finding the...
How Presidential Elections Affect the Stock Market
How Presidential Elections Affect the Stock Market
Headlines, social media, internet ads, 24-hour news – everything seems...
Quarterly Economic Update
Quarterly Economic Update
In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher.
The Problem of Money Paralysis
The Problem of Money Paralysis
Not making a move may not always be the best move to make.
Quarterly Economic Update Q2 2019
Quarterly Economic Update Q2 2019
In this Q2 recap: stocks rise, fall, and then soar, as the FederalReserve shifts its thinking and new chapters unfold in the ongoing U.S.-China trade dispute.