This report features a quarterly market update for 2019 and discusses investment ideas for 2020 and beyond. In this video, we discuss performance for equities and fixed income for the prior year as well as their performance over the...

As we look back on the last year, we feel truly blessed and thankful for the clients who have entrusted us with their future.  We had several client events including a Tacoma Rainiers baseball game, a dinner with Brock Huard,......

Fall is here!  The third quarter in the markets was a slightly uneventful one...  Mixed returns from the stock markets led to below-average performance for risky assets.  Fixed income had a strong quarter, however, which boosted returns for conservative portfolios.

Historically, people have generally believed that you would save on taxes by getting married.  With the rise in dual-income families, however, this is proving to be a bad assumption in many cases.  In a recent article by CNBC, Dave was......

2019 quarter 2 market update.

Spring has sprung! Video update about what we're seeing in the markets and expect to see going forward.

Use these tips to Save!! We commonly hear things like “2018 is over now.  There’s nothing more I can do.”  NOT TRUE!  Even though the year has ended, there are still things that you can do to either save on taxes......

How Do I Sell My Company?   As a business owner, the thought of selling your company can be a scary one.  You’ve spent countless hours building something, and it is time to “hand over the reins”.  You may have concerns about......

There is power in setting goals.  The problem, however, is when the steps to accomplish those goals aren't clear.  There is also power in having a specific trigger to a change in behavior - that is why New Year's resolutions......

Some of the wisest people I have ever met are also the quietest.  There is a sense of calm that comes along with wisdom.  This same thing is true about the stock market.  The more you study it and become......

In an ever-changing tax environment, one question commonly overlooked during the course of getting a divorce is, "Who gets to claim Head of Household status?"  This is a question that could end up saving you thousands on taxes, but there......

Dave was recenty quoted in an article on CNBC regarding some tax savings ideas for 2018.   The new standard deduction has roughly doubled, taking it from $12,000 to $24,000 for a married couple.  This means that fewer Americans will be itemizing......