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Helping your assets grow with custom, individualized financial advice. Helping your assets grow with custom, individualized financial advice.
  • About
  • Service
    • Personal Wealth Management
    • Small Business Retirement Solutions
  • Podcast
  • FAQ
  • Client Portal
  • Contact

Archives

Monthly Archive for: "October, 2019"
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By Will
In Wealth Management
Posted October 16, 2019

Could Your Political Affiliation Impair Your Investment Strategy? Very Likely.

Political affiliation can significantly affect a person’s perception of economic conditions, as shown by recent research published by JP Morgan & Pew Research Center.  What is interesting [...]

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 Episode 5: Diana and Steve Naramore from Sip and Ship | Seattle Business Builders
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By Will
In Seattle Business Builders
Posted October 9, 2019

Episode 5: Diana and Steve Naramore from Sip and Ship | Seattle Business Builders

Diana and Steve are the founders of Sip and Ship, Seattle’s trusted and reliable shipping center and community hub. Will sat down with the two of them to talk about how the business got its [...]

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 Episode 4: Scott Cooper & Amanda Erven from Blue Highway Games | Seattle Business Builder
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By Will
In Seattle Business Builders
Posted October 9, 2019

Episode 4: Scott Cooper & Amanda Erven from Blue Highway Games | Seattle Business Builder

Scott Cooper is the founder of Blue Highway Games, a Seattle board game store that offers an alternative to electronic media with a carefully curated game selection and a community of like-minded [...]

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 Episode 3: Ben Mawhinney from Wonderland Gear Exchange | Seattle Business Builders
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By Will
In Seattle Business Builders
Posted October 9, 2019

Episode 3: Ben Mawhinney from Wonderland Gear Exchange | Seattle Business Builders

Ben Mawhinney is a co-founder at Wonderland Gear Exchange, which is an outdoor gear consignment shop that is positioned to take advantage of a major national trend – recreational equipment [...]

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 Episode 2: Bryce Bircher from Martin Bircher Thompson | Seattle Business Builders
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By Will
In Seattle Business Builders
Posted October 9, 2019

Episode 2: Bryce Bircher from Martin Bircher Thompson | Seattle Business Builders

Bryce Bircher is a senior accountant at Martin, Bircher, Thompson, a firm that differentiates itself by its focus on a specific industry niche – medical and dental professionals.  Will sat down [...]

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 Episode 1: Harvey and Linda Foster from Red Head Steering | Seattle Business Builders
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By Will
In Seattle Business Builders
Posted October 9, 2019

Episode 1: Harvey and Linda Foster from Red Head Steering | Seattle Business Builders

Harvey and Linda Foster are the owners of Red Head Steering, where they offer rebuilding and remanufacturing of truck steering columns. Will sat down with them to discuss how the business [...]

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 5 Reasons Small Business Employees Love 401(k)s
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By Will
In 401(k) Plans for Small Business
Posted October 9, 2019

5 Reasons Small Business Employees Love 401(k)s

From healthcare to profit-sharing, there’s a wide range of benefits you can offer your employees. But there’s a reason why employees particularly love the small business 401(k) offering. It’s [...]

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 The Top Five 401(k) Benefits
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By Will
In 401(k) Plans for Small Business
Posted October 1, 2019

The Top Five 401(k) Benefits

Many small businesses are struggling to decide what benefits they should offer their employees. Too often business owners feel that they can’t afford benefits or that the pros of offering a [...]

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