Planning Concepts

June 27, 2025 - Andy Stolz was recently featured in a Retirement Article by South Sound Magazine. Click here to read.

June 12, 2025 - In this Video, Andy discusses 9 proposed Tax changes in the "Big Beautiful Bill".

January 22, 2025 - In this Video, Andy Stolz, CFA discusses stock market predictions for 2025 and how investors should be thinking in the year ahead.

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 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.

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??

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.

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,...

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...

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...