Financial Advisor

Does it sometimes seem that everywhere you look, friends or family members are talking about buying a new house or refinancing their existing mortgages? Perhaps you are considering whether or not [...]

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 [...]

How should you get started with a financial advisor? If you’re considering working with a financial advisor, you may be wondering this – and it’s a good question. Asking and answering it will [...]

If you have financial goals and are considering working with a financial advisor to reach them, then finding the right advisor is hugely important. At Sapling Wealth Management, I’ve served as a [...]

If you’re considering working with a Seattle financial advisor, this is the million (or more) dollar question: is good investment advice worth the cost? Well, it depends on the definition of your [...]

If you’re looking for a Seattle financial advisor, it’s important to find a provider who will be a good fit for your portfolio, goals, and needs. Toward that end, here are seven questions that [...]

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 [...]

The world is an uncertain place. Even in years prior to 2020, economists noted a variety of indicators that seemed to mark an increase in market uncertainty. And, of course, in recent days, the [...]

If you’re considering working with a financial advisor in Seattle, you’ve likely wondered: how much will it cost? The answer is that it depends. This is a common question, but there isn’t a fixed [...]