Blog

November 13, 2020 - In the 3rd Quarter Market Review, Andy discusses the stock market and how the election and COVID-19 has impacted recent performance.

October 26, 2020 - 2020 has been an interesting year...  During an election year with the backdrop of a pandemic-driven recession, how should you be thinking about your investments?

October 8, 2020 - Most any divorce is going to have some type of tax ramifications. Here are 3 strategies that may be helpful as you navigate the divorce process.

July 31, 2020 - Wondering what has been going on in the markets lately and what investors should be doing? Here is a market review on the 2nd quarter of 2020 and some advice for long-term investors.

May 20, 2020 - The first quarter of 2020 was a volatile one, with some of the largest positive and negative days of the decade.  This market review helps add perspective to where we are and discusses where we could potentially be going.

May 1, 2020 - These have been interesting times... When markets have been as volatile as they have lately, it is only natural to ask questions.  Your portfolio has likeley declined in value, but what do you have to compare it to?  Has it declined more than it should have?  Is your portfolio structured to meet your specific goals in retirement? We're here to help answer those questions.  If you have a portfolio of $500,000 or...

April 1, 2020 - The CARES Act contains many helpful tools that small business owners can utilize to help stay afloat and maintain their employees during this difficult time. In this video, we discuss 3 of these options.

March 24, 2020 - Dave discusses the recent market volatility surrounding the COVID-19 outbreak. Here are some tips on how to navigate these times and keep a positive outlook on your long-term situation.

March 10, 2020 - Success in the stock market comes from thoughtful portfolio construction and maintaining discipline over the long-term. Keep calm during market volatility.

March 2, 2020 - The Coronavirus (COVID-19) has had a large impact on the stock market over the past few weeks. Here are a few tips that could be beneficial to investors during periods of short-term market volatility.

February 5, 2020 - This report features a quarterly market update for 2019 and discusses investment ideas for 2020 and beyond. In this video, we discuss performance for equities and fixed income for the prior year as well as their performance over the last decade.

December 23, 2019 - As we look back on the last year, we feel truly blessed and thankful for the clients who have entrusted us with their future.  We had several client events including a Tacoma Rainiers baseball game, a dinner with Brock Huard, and a "Women in Wealth" event hosted by Michelle.  It's been a great year - thank you to all of our clients!

November 14, 2019 - Fall is here!  The third quarter in the markets was a slightly uneventful one...  Mixed returns from the stock markets led to below-average performance for risky assets.  Fixed income had a strong quarter, however, which boosted returns for conservative portfolios.

August 28, 2019 - 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 assumption in many cases.  In a recent article by CNBC, Dave was quoted on various tax ideas regarding marriage and divorce.     The Article -  Despite tax overhaul, marriage penalty still hits many couples