Dave Stolz is interviewed in CNBC article
Dave Stolz, CPA/PFS in interviewed by Darla Mercado from CNBC on her article titles, "4 ways to cut your taxes under the new tax law."
Published February 28, 2018
Dave Stolz is quoted in the New York Times
David Stolz, CPA/FPS was interviewed by Paul Sullivan who writes the Wealth Matters column for the NY Times. They discussed various tax strategies in light of the new tax bill.
Published December 15, 2017
Financial Planning 2014 Conference Recap
Michelle recaps the highlights of her experience at the FPA Conference in Seattle this September.
Published October 8, 2014
Dave writes for the Washington CPA Magazine Summer 2014
Dave writes about the new Statement on Standards in Personal Financial Planning Services that went into effect on Jul 1, 2014.
Published October 1, 2014
When Warren Buffett Talks…
I am old enough to remember the E. F. Hutton ads that said, “When E. F. Hutton talks, people listen.” (It’s interesting to note that E. F. Hutton had a few scandals and, in 1988, they merged with Lehman – who is also now gone). The modern day ad would read, “When Warren Buffett talks, people listen.”
Published May 16, 2013
Dave in The News Tribune
Dave was recently mentioned in the News Tribune! Here is what the article said… AWARDS/RECOGNITION Washington Society of CPAs has named David Stolz, president of Stolz & Associates in Tacoma, as chairman of the society’s personal financial planning committee. The Washington Society of...
Published November 21, 2012
Michelle's Article – South Sound Magazine
Michelle has been published! Her article has been published in the most recent South Sound Magazine. The article is about planning for retirement in your later years, and it offers many helpful suggestions to consider when preparing for this important step in life.
Published October 10, 2012
Company Event With Ciscoe Morris
Ciscoe Morris from the King 5 television show “Gardening With Ciscoe” came and visited for our client event on July 26. The evening was filled with fun facts on hummingbirds, gardening advice, wine, and appetizers. It was a beautiful and relaxing afternoon, but most of all, it was a lot of fun.
Published July 30, 2012
Are You Paying Too Much In 401(k) Fees?
According to this article, “An ordinary American household with two working adults will cough up almost $155,000 in 401(k) fees over a lifetime…” 401(k) plans have been under a lot of scrutiny for the fees they have been charging, and...
Published July 2, 2012
The Cost of Safety…
During volatile times in the market, it is tempting to take your money and go somewhere “safe” with it. However, there are additional factors to consider when analyzing the safety of an investment.
Published June 18, 2012
The Dividend-Fund Dilemma
A number of people have been asking what our opinion is on investing in a fund that contains only dividend-producing stocks. Although this may seem like a good idea at first, there are a number of other factors that should be considered. This is a great article on the additional things to consider before investing in an all dividend-producing fund…
Published May 10, 2012
We define investing as putting money aside now in hopes to have more for later. So, risk would be defined as the possibility of our purchasing power being less at that later date. With that in mind, here are some things to consider…
Published May 6, 2012