Blog Investment & Financial News

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

Hope you loved seeing a glimpse of our furry companions! Find out if you were able to correctly guess who we belonged with. Gunnar Harrison: Our dog Zoey in our roof top tent during a camping trip this past summer. Our overweight cat, Luna, joining in our workout. All three of our fur babies decided…

Reminder as you Prepare your 2022 Taxes

As you or your tax preparer start to work on your 2022 taxes, there are a few things we wanted to remind you. 1099s – TD Ameritrade is releasing 1099s in waves. The most recent wave of 1099s was released on February 10th and the final wave will be released on February 24th. There may…

2022 4th Quarter Investment Commentary

  Despite a fourth quarter rally, both U.S. stocks and bonds declined for the year causing a 60/40 portfolio to have its third-worst return since 1926. We expected better days ahead. Markets may be down, but most of the damage was done in the first half of the year. Since the end of June, stocks…

What Do We Want in the New Year?

On Happiness, Meaning and Psychological Richness Written by: Hal Hershfield, Ph.D. How Do You Define Leading a ‘Good’ Life? As we look forward to this new year, we want to look at a fresh way to approach resolution-making. I suspect that what lies under the hood of many New Year’s resolutions is partly a desire…

2022 1099 Release Information

TD Ameritrade is releasing 1099s in waves: The first wave will be released on January 20, 2023 The second wave will be released on February 3, 2023 The third wave will be released on February 10, 2023 The fourth wave will be released on February 24, 2023 You can find your tax documents on your…

2023 Key Financial Data

Follow this link to download the most recent copy of 2023 Key Financial Data.   If you have any questions about the new rules or limits, feel free to schedule with an advisor.

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

SECURE Act 2.0 was signed into law at the end of 2022 as a follow up bill to the original SECURE Act that was signed into law in 2019. SECURE 2.0 targets several retirement provisions that go into effect over the next 10 years. We will focus on the changes for this year and continue…

Giving Cash at Christmas

John and Sarah (not their real names) are getting frustrated with Christmas gift-giving. Their kids are doing well and can pretty much buy anything they want. They struggle to come up with something meaningful to give during the holidays. This year, while commiserating at a warm coffee shop, they decide to write checks for their…

Company News

Employee Spotlight – Jacqueline Cremen

Shreds and Meds Day – October 28th at The Valley Mall

Employee Spotlight: Chelsie Smith

Employee Spotlight: Dirk Bernd

Congratulations, Gunnar!

Market Commentary

2023 4th Quarter Investment Commentary

2023 3rd Quarter Investment Commentary

2023 2nd Quarter Investment Commentary

Debt Ceiling: Should Investors Worry?

2023 1st Quarter Investment Commentary

Retirement Planning

2024 Key Financial Changes

Social Security Benefit Increase of 3.2% for 2024

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

Tax Planning

2024 Key Financial Changes

2023 1099 Release Information

2023 Year-End Tax Planning

When do I start my Required Minimum Distribution?

UPDATE: Washington State Long Term Care Payroll Tax

Cyber Security

Red Flags When Transferring Money

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today