Blog

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.

March 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...

February 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...

February 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...

February 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.

January 27, 2023 - Should I Stay Invested if a Recession is Coming? In this short video, Andy Stolz, CFA discusses thoughts on how investors should think about their portfolios when a potential recession is in the future.

January 20, 2023 - How Much Can I Contribute to My 401(k) in 2023? Watch this short video by Andy Stolz, CFA for an update on the new maximum contribution amounts.

January 13, 2023 -   Retirement is a major topic of discussion for people in the workforce. They have their eyes set on when they can comfortably retire and spend their golden years enjoying the time away from their daily grind. However, ensuring you have enough money saved for your end goal is something that you need to consider throughout your career. So — when is the best time to start planning for retirement, and...

December 13, 2022 -   Divorces are rarely an event that leaves either side unscathed. Both parties are in a state of emotional turmoil, their financial situation is in flux, and their possessions are currently in limbo as the lawyers figure out how the property will be divided. As you continue to navigate this difficult transition, certain realities for high-income individuals come to the forefront. They start figuring out how their divorce will impact their...