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January 24, 2020

You have likely heard about the new SECURE Act. What is it, what is changing, and why is it important? 

The Setting Every Community Up for Retirement Enhancement Act, referred to as the “SECURE Act”, was signed by President Trump on December 20, 2019, and has many...

January 17, 2020

The Power of (Hindsight) 20/20 Vision  

Before we dive into 2020, let’s take ourselves back in time, to the start of the last decade. Imagine: It is early January 2010 and you are reading about the financial markets. Investors have been on a roller coaster over the...

October 23, 2019

Cornucopia  

Welcome to the fourth quarter of 2019! As I was thinking about writing this Q3 Quarterly Market Review, I was thinking of the abundance of news and moving parts in the economic and political world. In reality, there is never a time when nothing is happ...

September 4, 2019

In recent years, more individuals and institutions are focusing on sustainability – whether it be renewable energy, recycling or upcycling, reducing one’s carbon footprint – or how to align one’s environmental views and personal values with their investment decisions....

July 29, 2019

Why It Matters  

There is a Wall Street saying that says “sell in May and go away,” but that would have been a mistake this year. Everything was up in Q2 – U.S. and global stock, bond and real estate markets all posted positive returns for the quarter.
 

While that’...

June 13, 2019

 "Don't count on Social Security!"

I've heard that enough times that I went ahead and saved myself the mind space and gave Social Security little to no thought. I have always assumed "not counting on it" meant I likely won't be getting any by the time I retire. Come to...

April 11, 2019

You Know Nothing, Jon Snow 

I am definitely late to the party, but I'm all caught up and ready for the final season Game of Thrones. The writing for the show is just so good. While I know more than Jon Snow, I often tell people that in our line of work, there is a lot w...

January 30, 2019

Predictably Bad Decisions 

People make bad decisions, but they make them in predictable and systematic ways!

Have you ever (…and I already know you have!) been confronted at the checkout counter when you were about to purchase something, only to learn that if you spent a...

December 21, 2018

It sure has been a bit bumpy in the markets over the last month or two. Volatility is nothing new, but it does have a way of dampening the holiday spirit! While we all know that volatility exists, it doesn’t mean we like it, or know what to do (or not to do) when it st...

October 31, 2018

Goodbye, October (The Month of Halloween and Scary Markets)

October is a great month in the Pacific Northwest with changing seasons, colorful trees, and of course, Halloween. It is also known for “October effect” – the theory that the stock market is more volatile and o...

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