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Distinguishing between financial planning and financial advising can be confusing, especially if you don’t have a background in finance. What are the differences between financial planners and [...]

As the saying goes, “When the going gets tough, the tough go shopping.” This appears to have been the case in May in the United States. After two record-setting months of falling retail spending [...]

When people in the Seattle area approach me for wealth management services, they are often disgruntled by the performance of their portfolio.  Usually, this is after a downturn.  This is because [...]

Ken Graff has a background working in the hospitality industry. He spent years working downtown coordinating operations for venues, and even had a 10-year stint at the Space Needle. Today, Ken is [...]

During these challenging times it makes sense to remind yourself the reasons why you decided to invest in a 401k plan.  Listen to Will Hicks explain three reasons why a 401(k) is a strategic [...]

In the wake of the worldwide coronavirus outbreak – and amidst a developing outbreak in the Seattle area – Will and Laura sat down to discuss how citizens and investors should [...]

Choosing to work with a 401k advisor can be a difficult decision. How do you find someone you can trust? Unlike your average financial advisor, a 401k advisor will be working with your business [...]