Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
Harry S. Dent Jr – Best-selling author, founder of economics research firm HS Dent, predictor of the 1980 Japanese market bubble and the US Bull Market of the 1990s, MBA of Harvard Business School, top 5% in his graduating class… the accolade list goes on and on. When someone like Harry S. Dent Jr. speaks, […]
60 Minutes recently reported on a new book by Michael Lewis entitled “Flash Boys.” The book explains how high frequency traders have “rigged the US Stock Market” by using computers to identify the stocks you want to buy, purchasing the shares of that stock (effectively pushing up the price), and then selling them back to […]
Join Devin Wolf, CFP® in partnership with the Northwest Washington Estate Planning Council and local charities this May for two free Estate Planning Seminars. The two events will be held May 7th and 14th, 2014 from 4:30 PM – 6:45 PM at the Squalicum Boathouse (2600 Harbor Loop, Bellingham, WA). Charities include: American Red Cross Bellingham Technical College […]
By: W. Devin Wolf, CFP® If you have children qualifying for the Child Tax Credit and make in the neighborhood of $110,000 to $200,000 per year, this pertains to you. If not, feel free to ignore or share with someone who does. What is the Child Tax Credit? (Note: All numbers used below and in […]
For quite a few years now, faith in the markets has been sorely tested. After severe bear markets, confidence in the market’s ability to recover is often lacking. Now for the first time in many years, we have the opposite problem: The markets have recently hit all-time highs: Aren’t we at a “top” now? Shouldn’t […]
If you are currently receiving paper checks in the mail for your Social Security, disability and other benefits this will stop as of March 1st, 2013. If you are currently receiving paper checks in the mail for your Social Security, disability and other benefits this will stop as of March 1st, 2013. You either need […]
Start 2014 off right by making your 401(k) plan work for you. 1. Take the free money! Make sure you are taking advantage of your employer match. Employer matches have been increasing, with most offering a dollar-for-dollar match for the first 6% of employee deferrals (up from $0.50 per $1.00) according to the 2013 AON […]
Our Annual 2014 Numbers Unlimited sheet is now available in PDF form. Click here to get the latest.
Devin Wolf, CFP® will be teaching three finance classes at Whatcom Community College for the Winter ’14 Quarter. If you or anyone you know would benefit from these classes definitely pass the information along! Class 1: Social Security Made Simple Whatcom Community College Thursday Feb. 6 6:30-8:30 pm Deciding how and when to claim Social […]
As of 12/18/2015 Congress has made the QCD (Qualified Charitable Distribution) permanent. Previously the “IRA Charitable Rollover” had a termination date and Congress had to annually approve the QCD. With this most recent legislation the termination date has been removed, effectively making the QCD permanent. Although the article below references years 2012 and 2013 the information […]
