10Mar
Dave Quoted in Journal of Accountancy - Calming Clients' Fears During the Coronavirus Outbreak

Dave Quoted in Journal of Accountancy - Calming Clients' Fears During the Coronavirus Outbreak

Success in the stock market comes from thoughtful portfolio construction and maintaining discipline over the long-term. Keep calm during market volatility.

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28Aug
Dave Quoted in CNBC Article - The Marriage Tax Penalty

Dave Quoted in CNBC Article - The Marriage Tax Penalty

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...

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18Jan
10 Tips to Start 2019 Off Right

10 Tips to Start 2019 Off Right

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...

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1Nov
2018 Tax-Saving Tips

2018 Tax-Saving Tips

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...

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10Aug

Dave Stolz is a guest on Money Life with Chuck Jaffe

Dave was interviewed by Chuck Jaffe, who is a senior columnist for MarketWatch, for his radio show and poscast. Talking about the overall economy, and what consumers might...

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28Feb

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."

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15Dec

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.

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8Oct

Financial Planning 2014 Conference Recap

Michelle recaps the highlights of her experience at the FPA Conference in Seattle this September.

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1Oct

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.

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16May

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.”

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21Nov

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,...

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10Oct

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.

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30Jul

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.

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2Jul

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...

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18Jun

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.

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