Blog

October 13, 2025 - With more and more of our information being stored online, Cybersecurity has become much more important. Here's a quick video with some tips to keep you safe.

June 27, 2025 - Andy Stolz was recently featured in a Retirement Article by South Sound Magazine. Click here to read.

June 12, 2025 - In this Video, Andy discusses 9 proposed Tax changes in the "Big Beautiful Bill".

May 29, 2025 - There may be a way to distribute more than 4% from your investment portfolio during retirement. Watch this video to learn more.

January 22, 2025 - In this Video, Andy Stolz, CFA discusses stock market predictions for 2025 and how investors should be thinking in the year ahead.

June 13, 2024 - After all-time highs in the market and a strong start to the year for portfolios, it's natural to ask, "What next?"

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.

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??

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