Investment/Portfolio Management

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If your home or auto insurance premiums have jumped recently, you’re not imagining it—rising insurance rates are affecting families across Washington and beyond.
Because changes like this impact your overall financial picture, we’ve partnered with insurance expert Christopher Togawa, owner of Christopher Togawa Insurance Agency, to help explain what’s driving these increases and how to respond wisely. Our goal…

With new tariffs in place and market volatility on the rise, many people are asking: What does this mean for my portfolio and long-term plan?

In this timely conversation, Josh Whelan sat down with Russ Martin, Senior Portfolio Manager at City National Rochdale, to break down what’s driving today’s uncertainty — and how investors should respond. We cover:

  • What tariffs are

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If you’ve been watching the news lately, you might be feeling uneasy. With new tariffs and stock market swings creating uncertainty, it’s completely understandable to have questions. If you’re wondering how long this will last and what it means for your financial future, you’re not alone.
We’ve been having these same conversations with clients, and we want you to know—we…

Solo 401(k) plans offer owner-only businesses an excellent way to save for retirement with high contribution limits and tax advantages. However, maintaining compliance with these plans is essential to avoid costly penalties and ensure long-term benefits. Whether you choose to manage the plan yourself or hire professional assistance, understanding the basics is key.
To help, we collaborated with Keith Dunn,…

Market fluctuations can feel unnerving, especially when planning for retirement or managing your financial future. However, understanding the history of volatility in both stocks and bonds—what’s normal and what’s not—can help you make informed decisions with confidence. Drawing insights from City National Rochdale analysts, let’s unpack why stock market volatility is a normal part of investing and why recent bond…

As we enter 2025, the economic landscape is evolving with key developments in inflation, interest rates, the job market, and new tariff policies that have entered the conversation. If you’re curious about how these topics affect might affect your financial plan, this update is for you.

Here’s a glimpse of what we discuss:

  • Inflation & Rate Cuts – Inflation is

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The start of the year is a great time to step back and make sure your financial plan is organized and up-to-date. Just like an annual health check-up, reviewing key areas of your finances—goals, taxes, and investments—ensures you’re positioned to make informed decisions throughout the year. This checklist will help you start strong and make sure your wealth is aligned…

Worried you missed your chance to reduce your income taxes for 2024? Fortunately, you still have a variety of ways to knock down your tax bill before you file your taxes for last year. Here are four strategies to consider:

  • Traditional or Roth IRA. You can fund up to $7,000, or $8,000 if over 50, to a traditional IRA until

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    As you navigate the financial landscape this year, staying informed about key tax updates is essential. To make things easier, we’ve prepared this concise guide, providing you with the latest tax rates, deductions, and other important figures at a glance. Whether you’re planning for retirement, managing investments, or exploring tax-efficient strategies, this resource is designed to support your financial goals.…

    Many successful business owners share a common story: they have the ability to generate substantial revenue and grow their business, but they struggle to hold onto that wealth over time. High income doesn’t automatically mean high savings or a sustainable legacy. With challenges like taxes, reinvesting without a clear strategy, or a lack of structured financial planning, the journey from…