In: Articles

28 JulHow Inflation Affects Asset Values


In 1980, the inflation rate peaked at 13.5%; higher than it had been in 60 years. The miserable economic conditions of…

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08 JunGenerational Wealth Transfer Strategies to Minimize Taxes and Fees


Four Simple Gifting Strategies How do you transfer your wealth and property to the next generation before you pass on? While…

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25 FebNow is the time for a Steady Hand


Latest posts by Nathan Twining (see all)

Like many of you, this week I watched in horror and shock as Russia invaded Ukraine. Years of rhetoric and posturing…

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12 FebUpdated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act


Article updated on February 7, 2022 On January 27th, Washington State Governor, Jay Inslee, announced a delay in the implementation of…

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04 FebUpdated: Coronavirus: The Market Gets a Cold


Latest posts by Nathan Twining (see all)

Updated February 2, 2022 It’s been nearly two years since the economic impacts of Covid-19 and subsequent containment protocols first began…

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02 JunIn a Most Delightful Way Series: Part 8


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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24 MayIn a Most Delightful Way Series: Part 7


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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18 MayIn a Most Delightful Way Series: Part 6


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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10 MayIn a Most Delightful Way Blog Series: Part 5


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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03 MayIn a Most Delightful Way Blog Series: Part 4


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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26 AprIn a Most Delightful Way Blog Series: Part 3


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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19 AprIn a Most Delightful Way Blog Series: Part 2


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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12 AprIn a Most Delightful Way Blog Series: Part 1


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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GameStop

01 FebLessons from GameStop Mania


Latest posts by Nathan Twining (see all)

By now, most of us have heard plenty about the frenzy going on around GameStop (ticker GME), a brick-and-mortar video game…

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15 JanShould I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows


If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies…

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