Blog Investment & Financial News
Price Return vs. Total Return: Why a Statement’s “Gain/Loss” Isn’t the Whole Story
When you open an account statement or portal, the “gain/loss” next to a holding can look like the final verdict on performance. In most cases, that figure reflects price return only—how the market value of your shares changed since purchase—not the total return of the investment. Total return includes price changes plus the income the…
Congratulations, Glenn!
We’re excited to celebrate Glenn McKee’s achievement of his Master of Science in Financial Management, with a concentration in Investment Analysis, from Boston University. Glenn is a research analyst on our investment and trading team, and this milestone is a testament to his hard work, dedication, and commitment to excellence. Your perseverance has truly paid…
The One Big Beautiful Bill – Bite by Bite
PART 1 The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, covers a broad spectrum of tax issues concerning individuals and businesses. Some changes are retroactive to the beginning of 2025, some take effect next year in 2026, and some are temporary, while some are permanent. In this series over the…
Celebrating Independence—Both National and Financial
As we celebrate this 4th of July, I want to take a moment to wish you and your family a joyful, safe, and meaningful holiday. It’s a time to reflect on the freedoms we enjoy and the progress we continue to make—personally, nationally, and financially. The first half of 2025 has been full of surprises:…
Congratulations to Gunnar & Ellie!
Congratulations to Gunnar Harrison for passing his Accredited Financial Counselor® exam. He constantly strives to expand his knowledge and skills to serve clients better. Great job, Gunnar! Congratulations to Ellie Buntin for passing her Series 65 test and becoming an advisor. Ellie has been studying hard, transitioning from the accounting world to financial advising!…
Changes to Washington’s Capital Gains Tax: What You Need to Know
If you’re planning a significant asset sale, there’s a new update from Olympia you should know about. Washington State has recently passed important changes to its capital gains tax that could affect your 2025 tax bill—especially if you’re among the state’s high earners. Let’s break it down. What’s Changing? On May 20, 2025, Governor Bob…
Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts
In today’s digital world, protecting your personal and financial information is more important than ever. As your trusted financial advisor, we want to take a moment to remind you of the importance of staying alert to phishing scams and safeguarding your sensitive data. What Is Phishing? Phishing is a type of cybercrime where scammers attempt…
2025 2nd Quarter Investment Commentary
Historic V-shaped rebound: U.S. large-cap stocks, as measured by the S&P 500, staged the fastest recovery from a 15%+ correction on record and finished the quarter at new all-time highs. Growth stocks led the rally in the U.S., but performance broadened globally as U.S. dollar weakness boosted international returns3. Economy cooling, not cracking: The economy…