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.
Read MoreFebruary 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??
Read MoreJanuary 30, 2024 - In this Video, Dave Stolz discusses his retirement after providing 20+ years of wealth management guidance to his clients.
Read MoreDecember 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.
Read MoreJuly 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??
Read MoreJuly 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.
Read MoreJune 28, 2023 - Please watch this video for important information about the client account transition from TD Ameritrade to Charles Schwab.
Read MoreMay 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...
Read MoreMarch 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.
Read MoreMarch 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.
Read MoreMarch 10, 2023 - In this Video, Andy Stolz, CFA discusses the benefits of Asset Location as it relates to the value of a financial advisor.
Read MoreMarch 2, 2023 - The best-laid financial plans are thought out with detail and benefit from a ton of time and flexibility. Unfortunately, that time and flexibility aren’t always available for many, especially during a divorce. While no two divorces are exactly alike, it’s possible to make your post-divorce lifestyle a fruitful one, and it all starts with understanding what you can spend now and what you have for the future. That helps you...
Read MoreFebruary 10, 2023 - Well, happy Friday! It's time for another Finance Friday. Today we're going to be talking about the difference between a Roth and a Traditional IRA or 401(k), and which one you might want to be using for retirement savings. So, here we go. So, to start simply on this question, because there is a lot of subtle nuance to it, I just want to start by saying the main difference is the...
Read MoreFebruary 3, 2023 - As a High-net-worth individual, you may have spent your career building their assets, making wise investments, and having the agility to adapt to a changing marketplace. The funds you have built have gone a long way toward creating a comfortable way of life. However, with sudden changes and volatility in the market, your hard work can disappear in seconds if you aren’t careful. With the market’s current and future uncertainty, many...
Read MoreFebruary 3, 2023 - In This Video, Andy offers his first tip that retirees can use to help ensure they don't run out of money during their retirement.
Read More