Like many companies today, our firm made the decision to have employees work from home to help slow the spread of COVID-19. We made this decision back in March and it’s hard to believe I’ve been working out of our spare bedroom for almost 5 months, using a dusty laptop from college. When the announcement […]
Nick Wright
| August 24, 2020
In recent years, as employers attempt to find additional methods of retaining valuable employees, Restricted stock units (RSUs) have become a more familiar component of an employees’ compensation package. Especially here in the Pacific Northwest, where mature corporations and large tech companies are found on every block, individuals can increasingly expect RSUs to play a […]
Kaleb Strawn
| August 13, 2020
Fishing is my lifelong passion, and as it happens, also provides a great excuse to venture off the grid and detach from civilization. My annual tradition is to seek out big trout fishing expeditions. This takes me to remote regions such as Alaska, Patagonia, or Russia—home to some of the largest trout in the northern […]
Dave Welty, CFP®
| July 22, 2020
The Pacific Northwest has evolved into one of the largest tech hubs in the country, the clients we serve increasingly have very complex financial situations. This is partly because tech employees tend to be more highly compensated than people in other industries, but it is also due to the fact that tech companies tend to […]
JP Osseward, CFA, CFP®, FRM, CAIA
| September 15, 2019
I believe that nearly everyone has certain causes they feel passionate about. Given the opportunity and resources, I would argue that many of us would love to help create a meaningful impact on issues, such as disaster relief, environmental restoration, or medical improvement. Fortunately, this may be possible with the not often discussed charitable giving […]
Kaleb Strawn
| April 15, 2019
Sustainable Investing, also known as Socially Responsible Investing (SRI), means incorporating Environmental, Social, and Governance (ESG) criteria into the investment selection process. Essentially, it allows you to invest in a way that aligns with your values without necessarily compromising diversification or returns. While there are currently no Sustainable Fund options within your standard Microsoft 401(k), […]
Paige Lee
| March 15, 2019
Investor Education Microsoft Porfolio Management Resources Women and Wealth
The Microsoft Deferred Compensation plan has the potential to help eligible employees save an immense amount in taxes each year. In the following video, Lead Advisor, Dave Welty, explains the necessary steps to maximize your savings potential. To learn more about implementing Microsoft’s Deferred Compensation Plan, schedule a call below. Additionally, to learn more about all […]
Dave Welty, CFP®
| April 18, 2018
DCP Deferred compensation Fee-Only Financial Planning Investor Education Microsoft Microsoft DCP Portfolio Management Resources
Do you remember taking Home Economics in junior or senior high? If your answer is yes, then you and I are certainly dating ourselves. As corny as it may sound to the younger generations, we learned a lot of basics in that class: how to cook and bake, how to run a household, home safety, […]
Luellen Lockwood, MBA, CPA, EA
| September 14, 2017
Financial Planning Investor Education Resources Women and Wealth
As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support. In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects. Even if my mom had entered the workforce, it […]
Shalina Martos, CFP®, AAMS®
| August 23, 2017
Fiduciary Financial Planning Investor Education Resources Women and Wealth
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
Diversification Financial Planning Investor Education Portfolio Management Resources
