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Financial guidance for busy professionals and business owners
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To maximize your long-term investment return, do this one thing

4/21/2021

 
“Is this a good time to get in to the Market?”
 
“Are stocks too expensive? Should I sell and get out?”
 
I get questions like these. A lot. I’m flattered, of course. It means that they value my opinion.
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What you should know about the new payroll tax in Washington

4/14/2021

 
Look out. There’s a new payroll tax in town.

The new mandatory state payroll tax in Washington state under The Long-Term Care Trust Act is designed to fund long-term care benefits for its eligible residents.

If you are employed in Washington (or will be), read on or download our whitepaper below. This new tax will affect you.
wa_ltc_whitepaper__cllc_.pdf
File Size: 506 kb
File Type: pdf
Download File

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Musing on investments - Q1, 2021

4/7/2021

 
​The sun is shining, the birds are happy and everywhere we look our eyes delight in the new leaves and unfolding flowers, Happy Springtime 2021! Somehow this spring seems especially sweet as we get closer to the end of this tough time of pandemic. And we’re all looking forward to a better world as the vaccinations become widespread and the number of new cases fall.
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  • Contact
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