Weekly Updates
Weekly Update – June 14, 2019
Despite a Friday pick-up, global stocks declined in a week largely devoid of meaningful directional…
Continue Reading
Financial Planning
Think of Health Savings Accounts (HSAs) as a Retirement Tool
From 2006 to 2016, Health Savings Account (HSA) holdings ballooned from $1.7 billion to $37.0…
Continue Reading
Weekly Updates
Weekly Update – June 07, 2019
Stocks rallied into a choppy week; the S&P 500 saw its best weekly gain of…
Continue Reading
Weekly Updates
Weekly Update – May 31, 2019
Stocks and bonds fell around the world, capping off a tough month. Throughout May, investors…
Continue Reading
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 ReadingWeekly 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 ReadingWe are listening
We are ready to hear about your wealth management objectives. How can we help you?