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It’s been a crazy year. In the midst of market changes and ongoing uncertainty, the wealth management industry has experienced three impactful trends. Are any of these impacting you? Read on to [...]

Are you looking to more effectively build and manage your wealth? These five tips have stood the test of time – and you can put them to use to improve your approach to wealth management today. 1. [...]

Since early spring, the coronavirus pandemic has shut down much of the US economy as we have traditionally known it. As a result, some individuals permanently or temporarily lost their jobs, some [...]

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 [...]