General
CPWM Volunteers with YouthCare
YouthCare is a King County-based organization working to end youth homelessness by ensuring that young…
Continue Reading
Dimensional Fund Advisors (DFA)
Do Index Funds Distort Market Prices?
Index funds are a type of passive fund management composed of mutual funds that track…
Continue Reading
Weekly Updates
Weekly Update – May 17, 2019
Global stocks were down for the week, unable to bounce back after Monday’s steep decline….
Continue Reading
Investment Planning
Why Most Mutual Funds Can’t Outperform Their Benchmarks
High mutual fund fees, frequent trading, and an inability to outguess the market make it…
Continue Reading
Weekly Updates
Weekly Update – May 10, 2019
Most stock indexes were down for the week, with trade-sensitive materials and technology as the…
Continue Reading
Weekly Updates
Weekly Update – May 03, 2019
Most stock indexes were flat or down for the week; technology eked out a slight…
Continue Reading
Investment Planning
Opportunity Zone Investments 101
The Opportunity Zone program is relatively new and unfamiliar to many investors since being established…
Continue Reading
Weekly Updates
Weekly Update – April 26, 2019
U.S. stocks ended the week strong with the S&P 500 and Nasdaq Composite hitting new…
Continue ReadingWeekly Updates
Weekly Update – April 19, 2019
Global stock markets delivered mixed results for the week. U.S. indexes mostly gained on the…
Continue Reading
Weekly Updates
Weekly Update – April 12, 2019
Global stocks had a choppy week, with gains in the United States, losses in Asia…
Continue ReadingWe are listening
We are ready to hear about your wealth management objectives. How can we help you?