Broker Check


Thursday, May 2, 2024

Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between...

Wednesday, May 1, 2024

Five key questions to ask yourself about fixed and variable annuities While fixed annuities are generally considered to be conservative instruments, variable annuities are investments with the growth potential necessary to outpace...

Tuesday, April 23, 2024

As an affluent family, planning for your children's education is likely a top priority. You want to ensure that they have access to the best education possible without worrying about the high cost of tuition.

Tuesday, April 9, 2024

What is luck? Most dictionaries define it more or less as something good or bad that happens to you, by chance or otherwise, that you find, or don’t find, desirable.

Saturday, March 2, 2024

Economists and pundits predicted that the baby boomer generation's retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between...

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Saturday, March 2, 2024

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances, include: If you have income from working in retirement....

Thursday, February 1, 2024

A call to action for Generation X to improve their retirement readiness For many members of Generation X, those born between 1965 and 1980, a comfortable retirement may feel like an increasingly distant dream. Despite being in their...

Thursday, February 1, 2024

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned...

Thursday, December 28, 2023

The classic definition of a correction is a decline of 10% or more in a stock index. A bear market is a downturn of 20% or more in several broad market indexes, typically over a period of several months or longer. It's generally a...

Thursday, December 28, 2023

Dear Valued Investor, LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that...

Tuesday, December 12, 2023

Improving return by minimizing taxes. Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments.

Thursday, November 30, 2023

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don't change much, if at all.

Tuesday, November 14, 2023

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

Tuesday, October 31, 2023

There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney, 2. Advance medical directives, 3. Will, 4. Letter of instruction, 5. Living trust.

Tuesday, October 17, 2023

With a few simple actions, you can ensure your estate planning is effective. Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness.

Tuesday, October 3, 2023

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic.

Tuesday, September 19, 2023

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition.

Tuesday, September 5, 2023

Managing Investment Returns with Tax-Efficient Strategies. Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income.

Tuesday, August 22, 2023

Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why.

Tuesday, August 1, 2023

From 2008 to 2022, the cost of in-state tuition at public universities rose nearly 80%.(1) The high price tag now associated with a college education makes it critical for families to carefully plan how to pay for higher education expenses.

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Tuesday, July 4, 2023

Not sure if your retirement plan is still in line with your future life or financial goals? Give your current retirement plan a second look.

Tuesday, June 13, 2023

A Backdoor Roth IRA is a strategy that allows individuals who earn too much to directly contribute to a Roth IRA to still contribute to one indirectly. Read on for more information.

Tuesday, June 6, 2023

“Old-fashioned” practices, such as periodic financial reviews, can lead to greater confidence in the long run. As the year passes its midpoint, why not spend a few hours reviewing your finances?

Tuesday, May 9, 2023

Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear of missing out (FOMO) on some great investment opportunity. Here are some tips.

Tuesday, May 2, 2023

It's nice to own stocks, bonds, and other investments. When it's time to fill out your federal income tax return, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Tuesday, April 18, 2023

To safeguard your potential for long-term growth, you need to understand the importance of staying the course through market volatility. Check out these tips.

Monday, April 3, 2023

Companies have been buying back their own stock at record levels – something President Joe Biden doesn’t care for. What are stock buybacks, and why do some people consider them to be a bad thing? We share some insight.

Monday, March 13, 2023

Retirement doesn't mean you have to retire from excitement. In fact, it is the perfect time to ‘refire’ your passion and make your retirement the newest chapter in your life.

Wednesday, March 1, 2023

Are there certain S&P 500 sectors that might perform better if inflation rises? Here are some sectors to consider if inflation continues to rise.

Wednesday, January 25, 2023

One of the most challenging aspects of investing involves matching your tolerance for risk with your investment objectives. Here are some considerations to keep in mind.

Wednesday, January 25, 2023

When you’re busy juggling multiple obligations, you may end up feeling as if you don’t have enough time. Often, the solution lies in improving how you manage your time. To get as much done as possible, here are some time management tips.

Wednesday, January 18, 2023

Are you a Growth investor or a Value investor? Or do you prefer a mix of the two? Understanding your style of investing is an important step in deciding where to allocate your portfolio- keep reading for insights.

Friday, January 13, 2023

To make sure you aren't paying unnecessary taxes, follow these tips on how to minimize the taxes on your investment portfolio. Taxes lower the actual return on your investments, and these planning strategies can help you.

Thursday, December 1, 2022

Taxes are inevitable, but you can minimize your liability by understanding the rules and making the most of your planning opportunities. Use your deductions efficiently and take all the ones you can. Read here for personal deduction tips.

Tuesday, November 15, 2022

Understanding long-term capital gains taxes when you sell investments Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and...

Tuesday, November 1, 2022

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the amount...

Tuesday, October 18, 2022

Those turning 65 this year have a 7 in 10 chance of needing long-term care (LTC) at some point.1 With the cost of a private room in a nursing home now topping $100,000 per year, the thought of paying this — or for a loved...

Monday, October 3, 2022

Tips to help you find a financial professional and financial planning firmThe financial professional and financial planning firm you pick to manage your assets and advise you on key financial decisions can affect your retirement and...

Wednesday, September 7, 2022

In Washington State (WA), there is no inheritance tax but it does have an estate tax. An estate tax is a tax on your right to transfer property at your death. Estate tax accounts for everything the deceased owns or has specific...

Wednesday, August 24, 2022

In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent. Regulatory changes initiated well before any of us had even heard...