Archives

Will a new “It” sector potentially emerge from the coronavirus pandemic? I think so. As a financial advisor and wealth management professional, I am always keeping an ear-to-the-ground for a [...]

As a result of the coronavirus pandemic, late winter and spring of 2020 have been anything but settled on many fronts, including the economy and financial markets. As an investment advisor and [...]

Many of our wealth management clients are wondering: Is now the right time to refinance my mortgage?  Lower mortgage rates generally are a great thing for existing homeowners looking to lower [...]

With all of the economic uncertainty surrounding COVID-19, how will it affect Seattle real estate? What headwinds, if any, does the regional residential real estate market face?  If you listen to [...]

I read an interesting article the other day, that as a financial advisor, got me thinking. For many people, estate planning falls into the “I know I should do it, but somehow I never get around [...]

As a part of my service to individuals and small businesses offering 401k retirement benefits, I have developed a network of strategic vendors.  These are people who I rely on to provide timely [...]

The Coronavirus Aid Relief and Economic Security (CARES) Act is a significant piece of legislation representing nearly $2 trillion in support for individuals and businesses.  This is a massive [...]

Coronavirus (Sars-C0V2), the virus that causes COVID-19, has thrown a significant wrench into the way of how many of us work, play, and live. For many, this has involved working from home when [...]

Diversification across a number of assets classes can reduce a portfolio’s volatility and enable investors to stick with a long term investment strategy. While many people have heard that [...]

The Federal Government has made it a public policy to make 401ks one of the most secure investment vehicles to hold retirement assets. What is the key feature that makes 401ks so secure? All [...]