Blog Investment & Financial News

Four Steps to Stay Safe Online

Do you want to pay your bills online? View your investment accounts? If you’re going to start accessing your accounts online there are a few steps that you should take that will help keep your information safe.

The Roles of a Financial Planner

Why on earth would you want to hire a financial planner? Even the name sounds boring. There are plenty of places on the internet or TV to get investment advice or planning ideas, right? I think there is a misconception on the role of a planner. This could be a hangover from the .Com brokers…

Company News

Community Involvement: West Valley Dollars for Scholars

New Client Portal Experience

Changes Coming in Early 2022 to Your Financial Portal

What We are Thankful For

Changes Coming in Early 2022 to Your Financial Portal

Market Commentary

Market Update: May 2022

2022 1st Quarter Investment Commentary

Market Update: February 25, 2022

2021 4th Quarter Investment Commentary

2021 3rd Quarter Commentary

Retirement Planning

Student Loan Update

Unclaimed Property and Retirement Benefits

Medicare Open Enrollment for 2022 Begins October 15

Taking Advantage of Employer-Sponsored Retirement Plans

The Huge Cost of Doing Nothing

Tax Planning

Reminders as you Prepare your 2021 Taxes

Washington State Long Term Care Tax on Pause

2021 1099 Release Information

2022 Key Financial Data

2021 Year-End Tax Planning

Cyber Security

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101

Beware of Phishing