Blog Investment & Financial News
What is ESG Investing?
Investors are increasingly aware of how certain business practices may potentially affect the environment and how that may impact future generations. As citizens, individuals can express their political preferences around sustainability through the ballot box. As investors, they also can express their preferences through their investments by allocating capital to companies that better align with…
Teaching Your Children About Money
Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone or put in the slot to ride the rocket ship at the grocery store. Every parent wants to raise their children to be responsible, including with finances. So, as…
Washington State’s New Capital Gains Tax
Washington State’s first capital gains tax has been signed into law and is slated to go into effect at the beginning of 2022. So, what does this mean for Washington State Residents? This means that Washington state residents pay tax at 7% on the sale of stocks, bonds, and other capital assets over $250,000. The…
Have you Checked your Credit Report Lately?
If you haven’t checked your credit reports lately, now is a great time. Due to the Coronavirus Pandemic, credit monitoring companies Equifax, TransUnion, and Experian offer free credit reports weekly through April 20, 2022. Before the pandemic, you could check your credit report once per year for free. While checking your credit report weekly may…
Spring Clean Your Documents
With Shred Day approaching and in the spirit of spring cleaning, we wanted to share some tips on organizing your files. Remember to dispose of your documents securely. Below is a summary of the key documents to keep and for how long: Income Tax Returns: Keep at least three years of state and federal tax…
IRS Delays 2020 Tax Filing Deadline to May 17, 2021
The Treasury Department and Internal Revenue Service announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. Taxpayers will incur no interest, penalties, or additions to tax during this approximately one-month relief period for any return or…
Financial Aid Changes in 2021 on the Horizon
On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. Included in the bill were several provisions related to education, including many changes to financial aid. Here are some key highlights. Money for education In total, the bill provides $82 billion for education, including $22.7 billion…
Market Summary & Portfolio Changes
Market Summary Momentum from the second half of 2020 continued into 2021 as the new year mainly brought good news regarding returning to a more normal economic environment. An uptick in vaccine supply and distribution, an additional $1.9 trillion stimulus package, and continued monetary policy support improved the economic backdrop and boosted stock prices. Stocks…
2025 1st Quarter Investment Commentary