Blog Investment & Financial News
Washington State Long Term Care Tax on Pause
The Washington State Long Term Care Tax of 0.58% that was poised to start on January 1, 2022 has been paused until July 2023. Governor Inslee signed two bills relating to the tax, also referred to as the WA Cares Tax. Many questions and criticisms lead to the pause. Additional bills were introduced as well.…
2021 1099 Release Information
TD Ameritrade 1099 Release Information TD Ameritrade is releasing 1099s in waves: The first wave will be released on January 21, 2022 The second wave will be released on February 4, 2022 The third wave will be released on February 11, 2022 The fourth wave will be released on February 17, 2022 You can find…
New Client Portal Experience
We are excited to announce that we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: 1. A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest trends to…
What Issues Should I Consider at the Start of the Year?
At the start of the year, there are several issues that should be considered including the following: Reflecting on your previous year’s goals Identifying new goals for the year Evaluating any new cash flows and adjusting your spending and saving accordingly Reviewing tax issues, insurance issues and legal issues Follow this link to see the…
2022 Key Financial Data
Follow this link to download the most recent copy of 2022 Key Financial Data. If you have any questions about the new rules or limits, feel free to schedule with an advisor.
Should I be Worried about Inflation?
Rising inflation has been a growing concern over the last few months for many investors. U.S. consumer prices, as measured by the consumer price index (CPI) were up 6.9% for the year ending November 2021, the largest annual increase since 1982 (1). Policymakers (e.g., the Federal Reserve) pay closer attention to Core inflation, which is…
Changes Coming in Early 2022 to Your Financial Portal
We are excited to announce that early next year, we will be upgrading your financial portal to provide a more consolidated and seamless experience. Here’s what you can expect: A New, Modern Interface: How we interact with the many screens around us is always evolving and improving. Our new interface takes advantage of the latest…
2021 4th Quarter Investment Commentary
 • The S&P 500 Index gained 11% on the quarter and over 28% on the year, buoyed by strong corporate earnings growth. • The U.S. economic recovery remained on firmed footing despite inflation, COVID-19 and supply chain disruptions. Going forward, extreme fiscal and monetary support will likely be withdrawn in favor of the private…