Blog Investment & Financial News

The Bad Doughnut – Medicare Part D’s “Doughnut Hole”

I love doughnuts! My favorite is the Maple Bar, but if you gave me an Apple Fritter I wouldn’t complain. In my opinion the doughnut is the perfect pastry; soft, sugary, and delicious. Unfortunately, the Federal Government and Medicare Part D have taken the doughnut, or the “doughnut hole,” and made it something it’s not,…

Stop Procrastinating! Essential Estate Planning Documents Everyone Needs

It’s 4:00 p.m. at work and you’ve been super productive to this point. You look down at your “To-Do” List and admire all the things crossed off and you’re immediately filled with the great feeling of accomplishment. Then, your attention is drawn to that one remaining item. The item that has been there for what…

Be Financially Fit for Life

The world is exploding with products and services targeted to keep us physically fit— from phones that count our steps and track calories to armbands that monitor REM sleep. There are diets with no carbs, diets with juice and diets on a beach. It’s the same with your financial fitness. There are blogs, articles, tweets…

Who Buys When the Fed Does Not?

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

What was the Highlight of your Summer?

Welcome, Shawn!

Congratulations, Dirk!

Community Involvement: West Valley Dollars for Scholars

New Client Portal Experience

Market Commentary

2022 2nd Quarter Investment Commentary

Market Update: May 2022

2022 1st Quarter Investment Commentary

Market Update: February 25, 2022

2021 4th Quarter Investment Commentary

Retirement Planning

The Huge Cost of Doing Nothing

Student Loan Update

Unclaimed Property and Retirement Benefits

Medicare Open Enrollment for 2022 Begins October 15

Taking Advantage of Employer-Sponsored Retirement Plans

Tax Planning

Important Ages for Retirement Accounts

Do I Need to Start Making Federal Estimated Income Tax Payments?

Reminders as you Prepare your 2021 Taxes

Washington State Long Term Care Tax on Pause

2021 1099 Release Information

Cyber Security

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101