5 Ways to Play the New Tax Law

Written by Joe Erickson, CPA The new tax law—known officially as the Tax Cuts and Jobs Act (TCJA) and signed into law in December 2017—took effect at the beginning of the 2018 tax year. Among its major adjustments, the TCJA almost doubled the standard deduction, lowered tax brackets, repealed the Affordable Care Act’s individual mandate,…

July 2018 Market Update

Written By Brian Johnson, CIO Summary: Our investment strategies have been “overweight” equities (stocks) for several years now. We’re currently in the process of reducing client portfolios exposure to a more “neutral” stance. The bull market is not necessarily over, but the risk of a substantial correction has increased enough to warrant a more neutral…

The plan you never want to make: How to prepare for a divorce

Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here.

Financial Fitness for Women

Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® Original article posted on Market Watch Here

Two solutions for elderly parents who are house rich but cash poor

Written by Bruce Yates, Financial Advisor A Common Financial Conundrum If your parents are getting on in years, they may find themselves facing a situation shared by many older Americans. The majority of their wealth may be tied up in the house they bought decades ago, while their liquid assets—cash and securities that can be…

June 2018 Market Update

Written by Brian Johnson, CIO Summary: We’re watching volatility levels carefully, as they are a key indicator that a correction may be afoot in equities markets.  At present, volatility is elevated but not alarmingly so. The historically low volatility in equities markets that we experienced in 2017 has, as expected, returned to “normal” in 2018.…

Able Accounts For Individuals With Disabilities

Written by Mary Ann Ferreira, CFP®, CDFA™, AIF® In late 2014, Congress passed the “Achieving a Better Life Experience Act” (the ABLE Act).  This law makes it possible for states to establish and operate ABLE programs so that individuals with disabilities can save money for future needs, while still retaining eligibility for federal assistance programs.  These…

Renting vs Buying

Written by Joe Erickson, CPA People are often faced with the question of whether buying or renting a home is smarter. Seattle has grown rapidly over the years, and many of our clients – either for themselves or their grown children – ask us whether renting or buying is financially more advantageous.  Like many things, this…

Kids and Money: A Little Education Pays Off

Just about anyone who’s ever watched a child or grandchild go from the crib to kindergarten and beyond has uttered the phrase, “They grow up so fast.” Although you can’t really freeze a youngster’s precious moments in time, you can take steps to make sure that his or her journey to adulthood starts with a…

How Can You Manage Your Debt?

Understanding how much debt you can handle and being smart about managing it can help you pursue long-term financial goals. Consider the following tips when analyzing how much you owe. 1. Calculate how much debt you carry. Although there are exceptions for special situations, many mortgage providers consider the most attractive candidates to be those…

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