In: Articles

14 DecYear-End Charitable Giving Strategies


As the end of another year approaches, most altruist investors are considering their year-end charitable giving. When focusing on the goal…

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07 NovHow Does a Government Shutdown Affect the Stock Market? Impact and Analysis


Another day, another crisis of leadership in our government. Fears of a looming government shutdown might have you wondering if it’s…

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19 SepYour Future Income Tax Brackets May Be Higher Than You Assume


Future assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…

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22 MarThe SECURE ACT 2.0: Three Good features


On December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…

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16 NovRecency Bias in Investing


Gabriel Twining
Latest posts by Gabriel Twining (see all)

As I watched footage of hurricane Ian wreaking havoc on the Florida coast, my four-year-old daughter asked what was going on….

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31 OctHow to survive a zombie apocalypse


Gabriel Twining
Latest posts by Gabriel Twining (see all)

For over a decade, a dramatic television series called “The Walking Dead” has aired on AMC. The show follows an eclectic…

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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


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


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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