Archives By Date

Archive for the ‘Diversification’ Category

Stock Grants: Reframing Why You Should Sell Your Company Stock

Many employers in the Northwest provide compensation to their employees in the form of company stock. This compensation has a number of different names: stock awards, equity, equity compensation, stock grants, restricted stock units, etc. Employees find that they are awarded more of these types of compensation as they progress up through the ranks of […]

JP Osseward, CFA, CFP®, FRM, CAIA | June 15, 2019

Investing in Fantasy Football

After a much too long seven month hiatus, it is with great pleasure that we can finally welcome back NFL football! And much like previous seasons, the National Football League will not be the only league grabbing the attention of viewers for the next five months. Millions of fans around the globe will be glued […]

Kaleb Strawn | September 15, 2018

Washington State GET Program Rollover Opportunity

Putting money away for college for your kids, grandkids, or any other child in your life, is one of the easiest ways to make a meaningful impact on that child’s future. For those that have saved into the Washington Guaranteed Education Tuition (GET) Program and still have GET Program credits – an incredible opportunity exists […]

Lars Phillips, CFA, CFP® | July 15, 2018

Is it too Late to Start Saving in a 529 plan?

Growing up with three brothers, it was fairly easy to imagine the immense expenses associated with raising kids. Simple research will tell you that a family raising a child from birth to 18 years of age will ultimately result in expenses of greater than $230,000 (USA Today). While expenses decrease marginally when additional children come […]

Kaleb Strawn | April 19, 2018

Message In A Bottle

As I write this in November 2017 – things are unequivocally “good” in most investment accounts. In the last 12 months, the S&P 500 is up over 19%, the MSCI All Country World Index is up over 23%, and Emerging Markets are up over 31%. What’s more, these gains have come with nearly record low […]

Lars Phillips, CFA, CFP® | November 15, 2017

Diversification – Own the Market and Reduce Risk

Once an investor decides to put his money to work in the financial markets, naturally the first question he must ask himself is: What should I invest in? Often, newbie investors expect the answer to be a secretive stock pick or the “hot” company that is making headlines on TV. In fact, when I tell […]

Nick Wright | August 1, 2017

Interested in Learning More? We'd Enjoy Meeting You.