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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Wealth Management Our Way
Wealth management requires a very integrated and holistic approach to meet the needs and goals…
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Who’s Paying The College Bills?
Whether you are sending your kids to college this year, or are preparing for it,…
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Working with a Trusted Advisor – It Matters
As my wife and I decided to embark on the journey of selling our current…
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What You Need to Know about Rebalancing a Portfolio
The term rebalancing gets used a lot in the investment management world. When advisors use…
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The WA Cares Fund
Long-term care can be an incredibly expensive part of aging that all families will need…
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Washington State Passes 7% Tax on Capital Gains
Washington state has approved a 7% tax on capital gains for investors with over $250,000…
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Time to Retire: Should You Still Use the 4% Rule?
You worked hard for decades and dreamt about retirement—and that day is finally here. There…
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Understanding Common Risk Management Terms
Thinking through portfolio risk can be a challenging task without the right tools or an…
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Getting On The Same Page Financially With Loved Ones
Speaking about finances can be a difficult task in general, and potentially more challenging to…
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Your Favorite Game
As we communicated in the past, the equity markets can and will be volatile –…
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