Posts

• Generational Wealth Transfer Strategies to Minimize Taxes and Fees
• Q1 Newsletter 2022
• Now is the time for a Steady Hand
• Updated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act
• Updated: Coronavirus: The Market Gets a Cold
• Fall 2021 Newsletter
• Summer 2021 Newsletter
• Advice Regarding the Washington State Long Term Care Law
• Spring Newsletter 2021
• In a Most Delightful Way Series: Part 8
• In a Most Delightful Way Series: Part 7
• In a Most Delightful Way Series: Part 6
• In a Most Delightful Way Blog Series: Part 5
• In a Most Delightful Way Blog Series: Part 4
• In a Most Delightful Way Blog Series: Part 3
• In a Most Delightful Way Blog Series: Part 2
• In a Most Delightful Way Blog Series: Part 1
• Winter 2021 Newsletter
• 2021 Numbers Unlimited
• Lessons from GameStop Mania
• Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows
• It’s a new year: What we know and what is to come
• Fall 2020 Newsletter
• What is the new ETF rule?
• Summer Newsletter 2020
• The ETF Rule and Custom Baskets
• This time IS different
• Negativity Bias and the Financial Markets
• Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act
• The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio