Individuals

Almost all of my clients want to do more about climate change. They are sick and tired of watching devastating fires burn wild swathes of land and burning homes here in Washington State and [...]

In a recent research white paper, Empower Institute asks a simple question:  “Are retirement savers really facing a crisis?”  Empower argues that the answer to this question is, emphatically, [...]

What are Industry-Average Fees for a Fiduciary-Grade 401(k) Financial Advisor? A small business owner looking for wealth management services is confronted with a variety of fees and services [...]

Target date funds (TDFs) are typically mutual funds and can include a mix of stocks, bonds, and other investments.  This investment option is designed to be long-term strategy for individuals [...]

I have always been fascinated with the fact that some concepts simply stand the test of time. In high school and college, for example, I often gravitated toward teachers that taught classics. I [...]

There’s currently an epidemic of loneliness in the United States. One in 11 Americans aged 50 or older lacks a spouse, partner, or living child, as reported by The Wall Street [...]

JP Morgan Asset Management offers a great starting point to answering this pertinent question.  Even in a simplified scenario, this question is much more complex than it sounds, as the answer [...]

Despite what may be significant demand from employees for financial wellness programs, small businesses may simply not have the resources to implement a specific program targeting this type of [...]

Seattle is a tough place to start a career, as the cost of living is quite high (particularly housing).  However, for everyone that feels this way, you are in good company. Recently Wells Fargo [...]

When and how you invest your money during the wealth accumulation years makes a huge difference on your ultimate retirement wealth.  In fact, often a retirement account’s value due to annual [...]