Archives

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 [...]

Tax Advantages of a 401k A 401k has numerous tax features that make it a powerful structure to hold retirement assets.  If taxes rise in the future to pay for the current level of stimulus [...]

When I meet directly with participants in a 401k plan, I often get the question: “Will, can you just tell me what to invest in?” Unfortunately, I cannot do that, as I am not their personal [...]

These unusual and unprecedented times have left many of us reeling – there is no place we haven’t felt the impact of coronavirus. It is affecting how we live our daily lives, both in our person [...]