Things we have learned by being there.
Enlightened by our experiences, our team shares the latest insights to help you on your financial path.
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Questions About Cryptocurrency? Here Are 21 Answers
If you do a lot of reading in the financial arena, you probably have questions…
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2020 – S&P 500 Return and Year in Headlines
Happy New Year to all! As we turn the page to 2021, last year certainly…
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‘Wrapping’ Up the Year
With the end of the year in sight and everybody busy preparing for the holidays,…
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The Importance of Tax Efficiency in Your Portfolio
A Surprise Tax Bill From Your Mutual Fund Positions Asset allocation can be the single…
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Wall Street vs. Main Street – Are the Markets and the Economy Connected?
Recently, Columbia Pacific Wealth Management has had many conversations about the apparent disconnect between what…
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Staying the Course
As we approach the end of summer in 2020 with the S&P 500 near record…
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Columbia Pacific Wealth Management Recognized by the Financial Times as a Top Registered Investment Adviser
Columbia Pacific Wealth Management is honored to announce it has been named as one of…
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A Unique Approach to Asset Allocation
If you work with an advisor, chances are you have had a great deal of…
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CPWM Market Update – August 10th
Markets and Elections We have less than 100 days left until the presidential elections and…
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How Wealth Transfers Impact You and Your Family
2020 has been a very volatile year in the equity and fixed income markets. While…
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