Blog

May 22, 2024 - What does slowing inflation mean for the stock market?? Inflation is slowing, but still not at the Fed's 2% Target...

May 16, 2024 - Studies show that there is a new "magic" retirement number, but is that actually what you need in order to live a comfortable retirement??

April 2, 2024 - Time to Enroll for Medicare??  In this Video, Michelle T. Robinson of Stolz & Associates and Laci Moyer of Pilkey Hopping & Ekberg discuss the items you need to know.

February 23, 2024 - The stock market can be very volatile and it may be difficult to know what to do during difficult investment times. Here are some quick tips for investor's in today's markets.

February 5, 2024 - The S&P 500 has officially recovered back to it's highest price in 2022. What does this mean for investors going forward??

January 30, 2024 - In this Video, Dave Stolz discusses his retirement after providing 20+ years of wealth management guidance to his clients.

December 22, 2023 - In this Video, Ryan Dorman and I discuss the current interest rate environment for mortgages and discuss some ways that buyers and sellers can take advantage of the current rate environment.

July 21, 2023 - In this "Finance Friday" video, Andy Stolz, CFA, discusses the difference between using Mutual Funds or ETF's in your investment portfolio. Which one is Better??

July 14, 2023 - In this Video, Dave Stolz, CPA discusses the new tax in Washington state that applies to long-term capital gains over $250,000.

June 28, 2023 - Please watch this video for important information about the client account transition from TD Ameritrade to Charles Schwab.

May 3, 2023 -   One of the many benefits of retirement is the freedom to pursue your interests. All the hard work you put into working during your younger years has set you up for a comfortable post-work life. But there are still a few boxes to check before you retire if you want to truly enjoy your time. After all, many things change during retirement, including your income and the things you may...

March 24, 2023 - Involving your emotions in your investment strategy can be very costly, and it can be very beneficial to have an advisor who can help hold you accountable to your long-term strategy.

March 15, 2023 - What happened to Silicon Valley Bank, and should I be concerned about my own personal banking situation? In this video, Andy Stolz, CFA shares his thoughts.

March 10, 2023 - In this Video, Andy Stolz, CFA discusses the benefits of Asset Location as it relates to the value of a financial advisor.