• HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
  • A Financial Wellness Plan Can Help Pave the Road to Retirement
  • Four Things Investors Should Know About Stock Splits
  • All-in-One Funds: Targeting Time or Risk?
  • Working While Receiving Social Security Benefits
  • Your Business: Reasons to Keep Personal and Business Finances Separate


  • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
  • Key Retirement and Tax Numbers for 2021
  • Are Value Stocks Poised for a Comeback?
  • Home Sweet Home Equity
  • Asset Protection: Make Sure Your Umbrella Is Big Enough
  • Is Your Home Office Also a Tax Shelter?


  • HOT TOPIC: Pandemic Relief Measures and Your Tax Return
  • Sequence Risk: Preparing to Retire in a Down Market
  • Watch Out for These Financial Pitfalls in the New Year
  • New Fed Policy Suggests Low Rates for the Long Term
  • When You Can’t Speak for Yourself
  • Big Data for Smaller Players


  • HOT TOPIC: Revisiting the 4% Rule
  • Five Tips to Regain Your Retirement Savings Focus in 2021
  • Money Market Funds in a Low Rate Environment
  • Prepare Your Finances for the Next Emergency
  • Gift vs. Inheritance: Consider the Tax Difference
  • Take Advantage of Deductions for Business Investments


  • HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
  • Should You Pay Off Student Loans Early or Save More for Retirement?
  • Putting Your Nest Egg in Three Baskets
  • Full House: Adult Children Coming Home
  • Income Investors May Find Closed-End Funds on Sale
  • Your Business: Could You Benefit from a Roth Conversion in 2020?


  • Five Investment Tasks to Tackle by Year-End
  • Three Questions to Consider During Open Enrollment
  • Passive, Active, or Both?
  • Your Estate: Have You Looked at These Legal Documents Lately?
  • Four Steps to Rebuilding Your Business


  • Return of Premium Life Insurance: Protection and Cash Back
  • Accumulating Funds for Short-Term Goals
  • Investing in UITs
  • Business Cycle Basics: Recessions Begin and End Before We Know It
  • Insurance to Help Protect Your Business from Lawsuits


  • HOT TOPIC: The Bull Is Back... Will It Keep Charging?
  • Could You Be Responsible for Your Parents’ Nursing Home Bills?
  • Survivor Benefits Provide a Financial Lifeline
  • Consider Market Caps for Diversification
  • Student Loan Stress? These Plans Might Help
  • Why Family Businesses Should Have Succession Plans


  • HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
  • Debit or Credit? Pick a Card
  • Consider a Roth Conversion for Tax-Free Income
  • Turbulent Times: Bear Markets Come and Go
  • Indexed Annuities: A Strategy to Turn Savings into Retirement Income
  • Crisis Relief: Financial Lifelines for Affected Workers


  • Mid-Year Is a Great Time to Fine-Tune Your Finances
  • Four Questions on the Roth Five-Year Rule
  • Playing Defense: Three Stock Strategies to Help Control Risk
  • The Beige Book: A Timely Economic Read
  • Quarterly Taxes: Deadlines Keep Coming for the Self-Employed


  • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
  • Managing Your Workplace Retirement Plan
  • Will vs. Trust: Know the Difference
  • Why You Might Need Disability Income Insurance
  • Do ETFs Belong in Your Portfolio?
  • SECURE Act Changes That Matter to Small Employers


  • Keeping Cool: Investment Strategy vs. Reaction
  • Social Security May Offer a Lifetime of Protection
  • The Cost of Family Caregiving
  • Three Life Insurance Strategies for Small Businesses
  • Telemedicine: The Virtual Doctor Will See You Now

    Proudly serving residents of Washington and California