Blog Investment & Financial News

Should You Invest in Cryptocurrencies?

Cryptocurrency Background Before reading, our compliance team wanted me to emphasize that I am not an expert in cryptocurrencies and that nothing in here should be taken as investment advice. This is meant to be educational. Please do your own due diligence before investing. In broad terms, cryptocurrencies are a new type of asset that…

Child Tax Credit Monthly Payments starting July 15th

The Internal Revenue Service has started sending letters to more than 36 million American families who, based on tax returns filed with the agency, may be eligible to receive monthly Child Tax Credit payments starting in July. The American Rescue Plan Act authorized the expanded and newly-advanceable Child Tax Credit in March. The letters go…

Washington State Long Term Care Payroll Tax

Washington state passed a new law that aims to provide long-term care (LTC) coverage to residents starting in 2025. To pay for this benefit, you will see a new Washington state long term care payroll tax starting in 2022. There is a one-time option to opt out, but you must take action now! To opt…

Teaching Your Older Children About Money

Last month, we looked at ways to start teaching younger children about money and how to handle it wisely. This month, we will look at ways to teach older children about finances, including savings, budgeting, and credit. Below are some additional steps parents can take to help their children build a solid financial base. Earning…

6 Ways Your Non-Profit Can Increase Giving And Make Donations Easy

This article will look at 6 ways you can increase giving at your non-profit as well as helpful hints to put on your website to make donations easy. 1. Cash The first way to increase your giving is to make sure your patrons can sign up to make a one-time or ongoing contribution. For many…

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…

Company News

Welcome Gunnar Harrison!

Shreds & Meds Day!

Happy Retirement!

Welcome – Jacqueline Cremen

Trusted Contact Request Coming Soon

Market Commentary

2021 3rd Quarter Commentary

2021 1st Quarter Commentary

2020 4th Quarter Commentary

2020 Third Quarter Commentary

Election Season v. The Stock Market

Retirement Planning

Medicare Open Enrollment for 2022 Begins October 15

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Time is Running out for the SIMPLE Retirement Option

Train for Your Financial Success

Tax Planning

What is my Tax Bracket?

Child Tax Credit Monthly Payments starting July 15th

Washington State Long Term Care Payroll Tax

6 Ways Your Non-Profit Can Increase Giving And Make Donations Easy

Washington State’s New Capital Gains Tax

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing