Financial Advisor / Wealth Management

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If you feel like the rules keep shifting under you, you’re not imagining it. Between 2025 and 2026, both the federal government and Washington State made significant changes to estate tax law, and in Washington’s case, the state raised rates and then partially reversed course a few months later. If your estate plan hasn’t been reviewed recently, it may be

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​Ask most business owners how they picked their retirement plan, and you’ll usually hear some version of “our CPA set us up with a 401(k) a while back.” That’s not wrong, it’s just incomplete, and incomplete is often expensive.
When business owners aren’t optimizing the plans available to them, we’ve seen it cost them anywhere from $50,000 to $200,000+ a

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If you plan to close the doors the day you’re done running this business, you can skip this one. But if you want it to keep going, a small handful of people probably matter more than the rest of your org chart combined. The question is whether your compensation and protection planning reflects that, or whether your key people get

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These Simple Portfolio Checks Could Save You From Costly Mistakes by Morningstar

A midyear portfolio review helps investors identify issues while there is still time to make meaningful adjustments before year-end. Reviewing asset allocation, individual holdings, cash reserves, diversification, and tax opportunities can help keep a portfolio aligned with long-term goals after six months of market movements. It’s also an…

Going into this project, I expected to write a story about loss.
When you’ve spent fifteen, twenty, or thirty years building a business, the assumption is that selling will hit hard. You lose the identity, the adrenaline, and the daily rhythm all at once. I thought I’d be hearing from founders about how they grieved their companies.
That’s not what

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This Week’s Takeaways:

  • Self-insuring for long-term care works best when you designate and invest a specific pool of assets to provide growth, liquidity, and tax-efficient access if care is needed.
  • As the Great Moderation fades, wider performance differences across investments may reward more selective portfolio construction than simply owning the broad market.
  • Reducing a concentrated stock position is as much

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