In Business Development, a Little Luck Goes a Long Way

Financial Advisor – September 2013 Baseball Hall of Famer Lefty Gomez was often heard to say, “I’d rather be lucky than good.” Advisors who hit pay dirt through a fortuitous introduction or a random round of golf can probably relate to that sentiment. It’s tempting...

Making the Connection…Building the Network

 Puget Sound Business Journal – September 13, 2013 Reynolds was 37 and managing director of Coldstream Capital Management.  Dierks was 36 and vice president of special projects for the American Cancer Society’s Northwest division.  Both were celebrating their 40 Under 40 Awards at the Hollywood...

State of Affairs – Our Perspective

Most likely you are asking the same question we are. What is going on in Washington? And how and when does it end? We clearly have an acrimonious situation in Congress that has caused a government shutdown.  Coupled with the looming debt ceiling deadline of...

2013 Year-End Personal Tax Planning Considerations & Checklist

As we approach year-end, tax planning considerations should be starting to take shape.  New tax legislation has brought greater certainty to year-end planning, but has also created new challenges.  The number of changes made to the Tax Code and the opportunities these changes bring may...

The 3rd Quarter Winds Down

September 2013 marks the five-year anniversary of the financial market collapse in 2008; we have certainly come a long way in those five years. With the S&P 500 and the Dow eclipsing all-time highs and interest rates having stayed low for the longest stretch in...

Consider Dividend-Paying Stocks

In this low interest rate environment, income-minded investors, who have some tolerance for risk may find dividend-paying stocks attractive.  In fact, nearly 40% of S&P 500 companies have dividend yields above the 10-year US Treasury bond yield. The appeal of dividend-paying stocks is easy to...