Inflation Slowing??

Inflation Slowing??

May 22, 2024 - What does slowing inflation mean for the stock market?? Inflation is slowing, but still not at the Fed's 2% Target...

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A "Magic" Retirement Number??

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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??

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Time For Medicare Enrollment?? Here's Some Helpful Tips!

Time For Medicare Enrollment??  Here's Some Helpful Tips!

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.

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The Market Rollercoaster

The Market Rollercoaster

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.

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Are Mortgage Rates Coming Down??

Are Mortgage Rates Coming Down??

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.

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Mutual Funds Vs. ETFs - Which One Should You Use??

Mutual Funds Vs. ETFs - Which One Should You Use??

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??

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The Washington State Income Tax on Long-Term Capital Gains

The Washington State Income Tax on Long-Term Capital Gains

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.

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Roth Vs. Traditional - What Should I Use??

Roth Vs. Traditional - What Should I Use??

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...

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Tip #1 To Help Ensure You Don't Run Out of Money In Retirement

Tip #1 To Help Ensure You Don't Run Out of Money In Retirement

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.

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Should I Stay Invested if a Recession is Coming?

Should I Stay Invested if a Recession is Coming?

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.

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New 401(k) Maximum Contribution Amounts for 2023!

New 401(k) Maximum Contribution Amounts for 2023!

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.

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Dividing Retirement Accounts in Divorce

Dividing Retirement Accounts in Divorce

September 2, 2022 - A very common asset that gets divided in a divorce are retirement accounts, which can be defined benefit plans, 401(k)'s, 403(b)'s, IRA's, etc. In this Video, Dave Stolz, CPA, CDFA®, outlines some common questions regarding the division of these types of assets during Divorce.

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What High Net Worth Individuals Target in Their Investments

What High Net Worth Individuals Target in Their Investments

March 23, 2022 -   As you approach your retirement, your assets have accumulated, your 401K has grown, and your status as a high net worth individual has been cemented. With your hard-earned assets in tow, finding an investment strategy that works for your particular situation becomes critical for your future. A successful wealth management plan can help you target investment opportunities that match your acceptable risk tolerance.  What Makes an Individual High Net Worth? Simply stated,...

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Best Questions to Bring to Your Wealth Management Professional

Best Questions to Bring to Your Wealth Management Professional

February 18, 2022 -   For high-net-worth individuals, wealth management becomes a critical aspect of ensuring their money continues to grow over time. Picking a wealth management firm to help you with investment advice and 401K growth while ensuring your money lasts well into the future becomes one of the most impactful decisions you can make. So when you begin whittling down your choices for an investment management and financial planning firm, you should have...

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Addressing the Most Common Issues of a High Net Divorce

Addressing the Most Common Issues of a High Net Divorce

January 13, 2022 -   For high-net-worth individuals, the prospect of divorce may introduce a wide range of challenges. There is a lot at stake in this situation, which means you need to be aware of the risks and take the right steps to mitigate them. To better navigate the divorce process, it's helpful to be aware of the unique issues you might face, what you can do to address them, and how a Certified...

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