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Wednesday, September 13, 2023

  Welcome to our September 2023 Market Update Video! Are there any market-related questions churning through your mind? I only ask because it seems we’ve had a few shifts occur in the last year or so. Interest rates come to...

Tuesday, September 5, 2023

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options.

Tuesday, August 8, 2023

Welcome to our August 2023 Market Update Video! Have you been paying attention to stocks, financial markets…or just enjoying the weather?! It’s been a pretty easy market to take as stocks were up again in July, rising 3.2%...

Tuesday, August 1, 2023

Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school. For me, it’s always been the kids going back to school that really marked the end of summer.

Monday, July 17, 2023

Welcome to our July 2023 Market Update Video!Stocks rose about 6-1/2% in June, kicking off a good start to the summer.1Fixed income yields, as reflected in the 10-year US Treasury began climbing throughout the month, rising about .25%...

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Wednesday, July 5, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully.

Monday, June 12, 2023

Welcome to our June 2023 Market Update Video!How was your start to summer with this great weather we’re having? The market appears to have started its summer break too!  Stocks were virtually flat in May, as the S&P 500...

Thursday, May 25, 2023

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people...

Thursday, May 25, 2023

Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Many things in life are especially valuable, such as your time, your health, your home...

Thursday, May 25, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Thursday, May 25, 2023

529 College Savings plans are essential for saving for higher education expenses, and if used for education, accumulate tax-free. Since 529 plans came into existence in 1996, their popularity has continued to increase, with 529 plan...

Saturday, May 6, 2023

It is common for people to put off planning their estates. A well-structured estate plan can be invaluable. Here are some tips that may help you understand the estate planning process.

Thursday, May 4, 2023

Welcome to our May 2023 Market Update Video!Before I begin, please let me offer a HUGE welcome to the newest member of our team: Lori Tipple.  She will be sitting here in Tacoma and comes with a wide array of experience. ...

Tuesday, April 11, 2023

Welcome to our April 2023 Market Update Video!We have a lot to talk about, so let’s get right into it.The stock market rose 3-1/2% in the month of March.1   Does this come as a surprise after what we saw with the...

Monday, April 3, 2023

With April’s federal tax filing and payment deadline on the horizon, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last-minute details to double-check before Tax Day.

Tuesday, March 14, 2023

Welcome to our March 2023 Market Update Video!How are you feeling about the current markets?  Are they on your mind, or have you been too busy enjoying life?  If it’s the latter, then good for you!February saw the...

Tuesday, February 28, 2023

Don't forget to consult our 2022-2023 tax tables chart before you file your taxes. Please reach out if you have any questions.

Thursday, February 9, 2023

 Do you know when is the best time to do one of these videos?  You guessed it, when the market had a good month!SO, Welcome to the February 2023 Market Update. Stocks in the U.S. rose over 6% for January.1  Since we...

Wednesday, January 25, 2023

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.

Wednesday, January 25, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, here's some key information you need when preparing this year.

Friday, January 20, 2023

Happy New Year!Welcome to our January 2023 Market Update. We have a lot to talk about, following a pretty rough year in the markets and what I feel is a lot to look forward to…so let’s get started.As we’re all...

Thursday, December 15, 2022

Happy Holidays and welcome to our December 2022 Market Update!Do you know what may be one of the best things about this time of year?  We are all focused on things other than the day-to-day whims of our investments!In an effort to...

Wednesday, November 9, 2022

Welcome to our November 2022 Market Update Video…first and foremost:Happy Thanksgiving!So how are you feeling about the markets?!  What a difference a month makes!  October saw stocks rise a whopping 8% as seen in the...

Thursday, October 27, 2022

A CERTIFIED FINANCIAL PLANNER™ professional, or CFP® practitioner, is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While some professionals may...