Insights

Category: Wealth Strategy

August 8, 2022

How to Support Someone Who Has Lost a Loved One

Offering support to a grieving relative, friend, or colleague can be difficult for most people. We may be afraid of saying the wrong thing, so we say nothing at all. This can leave the bereaved person feeling isolated and alone. While everyone’s experience of grief is different, there are universal ways of showing support when [...]

Kim Rosenberg
Contributions from: Kim Rosenberg, CFP®

August 3, 2022

3 Ways to Overcome the Initial Hurdles of Estate Planning

When it comes to creating an estate plan, very few people have perfectly clear visions of what they want. It’s a weighty and complex topic to address, and often gets kicked down the road. Even when people take the initiative to hire an attorney to draft an estate plan, those drafts can sit in an [...]

Kurt BiedermanMichelle Decaire
Contributions from: Kurt Biederman, JD, Michelle Decaire

July 13, 2022

How to Stay Safe During Summer Travel

On my regularly scheduled afternoon bike ride, it was abundantly clear that summer had arrived! The sun was shining bright, Lake Washington was filled with boats, kayaks, and paddleboards, and kids are out of school and playing outside. Summertime has always been synonymous with having fun. It’s a chance to take a break and spend [...]

Contributions from: Peter Beeson

July 11, 2022

4 Insurance Risks Everyone Should Be Aware Of

Property and casualty (P&C) insurance is a category that includes liability and property protection aimed to cover costs associated with unexpected loss, damage, or legal matters related to an accident. It’s common for people to have P&C policies that cover big-ticket items in their lives such as homes, automobiles, and other personal items of significant [...]

Contributions from: Peter Beeson

July 6, 2022

Should You Consider Long-Term Care Insurance?

For some people, it may be difficult to imagine a future in which you need help taking care of yourself.  Although the amount of care varies for each person, statistics tell us that 7 out of 10 people who reach the age of 65 will need long-term care at some point in their life.[1]  Statistics [...]

Vonie Bright
Contributions from: Vonie Bright, CFP®

June 22, 2022

Invest With Pride: Finding the Right LGBTQ+ Financial Planner

Pride Month has become a widespread movement to vocalize support and raise awareness around LGBTQ+ issues. It’s a time to come together and celebrate the contributions of the LGBTQ+ community, commemorate the historical impact, and acknowledge the continued struggle for visibility and equal legal rights across the country. However, it’s important to recognize that celebrating Pride [...]

Courtney GehrmannKate QuickAlex Schrempf
Contributions from: Courtney Gehrmann, Katie Quick, CFP®, Alex Schrempf

June 21, 2022

ES… What? The Skinny on ESG (Environment, Social and Governance) Investing

Cancel-culture, sit-ins, social movements, grassroot politics… historically there have been many avenues for people to institute cultural shifts in society. Much of this has been in the public domain, loud enough to generate attention, attract popular press, simultaneously inspire and infuriate differing pockets of the general public. The financial sector has been quieter; taking an [...]

EJ BrinkChris Chung
Contributions from: EJ Brink, CFP®, Chris Chung

June 6, 2022

Mind the Gap(s)! Financial Planning as a LGBTQIA+ Couple

It’s June again, and along with the welcoming of the long summer months, we also can celebrate PRIDE! In the spirit of Pride month, we wanted to take some time to discuss nuances in financial planning for LGBTQIA+ couples. As with many things in our world, much of the investment advice and information out there [...]

Kate Quick
Contributions from: Katie Quick, CFP®

May 23, 2022

Tax Planning Strategies During Market Declines

Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”. Market corrections are associated with price declines of 20% or more. As many of you know, we are actively monitoring investment portfolios for rebalancing opportunities to take advantage of market corrections. In addition to portfolio [...]

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