Planning Concepts

June 13, 2024 - After all-time highs in the market and a strong start to the year for portfolios, it's natural to ask, "What next?"

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

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??

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.

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.

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.

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??

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.

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 - 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.

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.

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,...