Blog Investment & Financial News

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

Welcome, Kayla!

Happy Retirement, Molly!

Congratulations, Glenn!

Congratulations to Gunnar & Ellie!

Shreds & Meds Day – April 26th

Market Commentary

2026 1st Quarter Investment Commentary

2025 4th Quarter Investment Commentary

2025 3rd Quarter Investment Commentary

2025 2nd Quarter Investment Commentary

Celebrating Independence—Both National and Financial

Retirement Planning

What Are Retirement Gap Years?

2026 Key Financial Changes

New Retirement Rule Coming in 2026 for High-Income Earners: Roth Catch-Up Contribution

Social Security and Medicare Changes for 2026

2024 IRA & HSA Contribution Deadline

Tax Planning

What Are Retirement Gap Years?

The One Big Beautiful Bill – Bite by Bite

Changes to Washington’s Capital Gains Tax: What You Need to Know

2024 IRA & HSA Contribution Deadline

Summary of 2025 Key Financial Changes

Cyber Security

Stay Safe: A Reminder to Be Vigilant Against Phishing Attempts

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements