Individuals

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 [...]

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 [...]

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 [...]