Blog Investment & Financial News

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

Introducing our Kirkland Office!

Charles Schwab and TD Ameritrade Update

Welcome, Glenn!

Welcome, Vicky Aguilar!

We Can’t Help Falling in Love, Can You?

Market Commentary

Debt Ceiling: Should Investors Worry?

2023 1st Quarter Investment Commentary

Market Update: February 2023

2022 4th Quarter Investment Commentary

2022 3rd Quarter Investment Commentary

Retirement Planning

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

The Huge Cost of Doing Nothing

Student Loan Update

Tax Planning

Form 5498

Reminder as you Prepare your 2022 Taxes

2022 1099 Release Information

2023 Key Financial Data

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

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