October 13, 2025 - With more and more of our information being stored online, Cybersecurity has become much more important. Here's a quick video with some tips to keep you safe.
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June 12, 2025 - In this Video, Andy discusses 9 proposed Tax changes in the "Big Beautiful Bill".
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May 29, 2025 - There may be a way to distribute more than 4% from your investment portfolio during retirement. Watch this video to learn more.
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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.
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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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January 30, 2024 - In this Video, Dave Stolz discusses his retirement after providing 20+ years of wealth management guidance to his clients.
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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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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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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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June 28, 2023 - Please watch this video for important information about the client account transition from TD Ameritrade to Charles Schwab.
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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.
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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.
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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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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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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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