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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...

June 5, 2018

Hello everyone,

We thought you might want a break from hearing us talk about finance, so we thought we’d change it up a bit with this newsletter and talk about something even more exciting – taxes!

Quite a few things are changing with the new tax reform law, so we wanted...

April 18, 2018

Bozu Mekuri

Happy Spring everyone! 

I just returned from an amazing trip to Japan with the family. We had 11 perfect days of weather and cherry blossoms while visiting with my host family from 30 years ago. It was good to reflect back and see what changed, and what staye...

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