Wealth Management

Distinguishing between financial planning and financial advising can be confusing, especially if you don’t have a background in finance. What are the differences between financial planners and [...]

As the saying goes, “When the going gets tough, the tough go shopping.” This appears to have been the case in May in the United States. After two record-setting months of falling retail spending [...]

When people in the Seattle area approach me for wealth management services, they are often disgruntled by the performance of their portfolio.  Usually, this is after a downturn.  This is because [...]