Dave's Retirement

Dave's Retirement

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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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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Account Transition to Charles Schwab

Account Transition to Charles Schwab

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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The Dangers of Letting Emotion into Your Portfolio

The Dangers of Letting Emotion into Your Portfolio

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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The Collapse of Silicon Valley Bank

The Collapse of Silicon Valley Bank

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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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 to Look For in a Divorce Financial Planner

What to Look For in a Divorce Financial Planner

August 30, 2022 - Going through a divorce can be a difficult time, and it is difficult to know where to look for advice. There are a lot of certifications out there that can make someone seem like an "expert" in a topic that can be obtained over a weekend.  Being an expert isn't about having the correct designation or letters after your name, it's about having experience with people in your situation. 

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What Does "Recession" Mean for Investors? Market Update - Q2 2022

What Does

August 10, 2022 - The start of 2022 has been a tough time for investors.  With an official bear market occuring and two consecutive quarters of GDP contraction (typically referred to as a recession), investors can easily become discouraged.  We believe that there are certainn things investors should be focused on at the moment - Join Andy Stolz, CFA, as he gives some tips for the 2nd half of 2022.     Video Transcript... Well, it's 3:24 AM which...

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Splitting the Assets: Are You Getting Enough?

Splitting the Assets: Are You Getting Enough?

August 8, 2022 - Dave Stolz is interviewed by Billie Tarascio on The Modern Divorce Podcast to talk about splitting the assets in a divorce.

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