Broker Check


Tuesday, May 23, 2023

After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1.

Thursday, May 11, 2023

Amidst inflation and rising rates, investors are often drawn to high-yield savings, CDs, and US treasuries. The allure of higher rates may not last, and reinvestment risk could impact long-term financial outcomes.

Sunday, April 30, 2023

Investors often get distracted by the news cycle, which can cause them to make hasty decisions. It's important to focus on long-term trends and seek perspective if an economic report is confusing.

Thursday, March 9, 2023

National Women's History Month is here, and it's a great time to celebrate the achievements of women throughout history. Let's salute all the amazing women out there, working to better themselves and the world around them.

Monday, January 9, 2023

Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement. Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.

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Monday, December 19, 2022

The year 2022 was not an easy one. International struggles were and remain heartbreaking and, of course, inflation levels are higher than originally anticipated, causing prices to climb.

Thursday, September 29, 2022

It seems an opportune time to offer an additional perspective on current economic events. In a year with little good news, sometimes lighting the path forward can help.

Monday, September 12, 2022

With nearly 5 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been higher. Here are some habits you can adopt to safeguard your digital life.

Tuesday, May 3, 2022

The existential urgency to decarbonize and reach net zero is rife with complexity. It’s nuanced and it begs for a pragmatic view of the path forward. I’ve laid out some considerations that we’ll have to navigate.

Wednesday, March 16, 2022

It is a time of uncertainty, and more volatility is expected. We will continue to be nimble and present as events unfold. 

Monday, February 28, 2022

Able to file early? Don't wait. It’s a good idea to file your 2021 tax return as early as you can. This will allow you to receive refunds earlier and avoid processing delays due to the pandemic.

Tuesday, February 1, 2022

The task at hand, while not fun—perhaps a little morbid—but vitally important, is this: Does anyone know how to access your digital assets and accounts if you were to become incapacitated or pass away?

Monday, January 3, 2022

This is one of my favorite photos of my daughter. To me, it signifies a bold look to the future, an inner strength that shows she is a fighter. It makes me proud, and it makes me think that we could all use an extra dose of inner...

Thursday, July 1, 2021

As we navigate a global health crisis, a recession and how to best address racial inequality — and all during this turbulent political year-- I think many of us are asking ourselves how we, as individuals, can help create a...

Wednesday, June 2, 2021

There is a lot of talk right now about long-term care (LTC), especially with the upcoming implementation of the Washington State WA Care Fund. And, if you are a W-2 employee in the state of Washington, this is a must read. But before I...

Monday, March 15, 2021

A few years ago I authored a 10-part series on retirement, and now I’m aching to revisit the subject. There is just so much to say—between wise old adages, new trends and a collective treasure of good articles—so this...

Monday, March 15, 2021

We can often be obsessed with the latest health craze—a push for the next thing that could optimize our health. One week it's raw water, the next it's MCT oil. We want to lead a healthy lifestyle: We watch what we eat, buy our...

Monday, March 15, 2021

In 2020 the most common question clients asked me is how can the market keep increasing when the pandemic has been so devastating for businesses and the economy?Sometimes hard to fathom, but the stock market is not a bellwether for the...

Saturday, February 1, 2020

Statistics show that women at retirement often have less saved then men. Not by a little, but by a large margin.With more understanding, and perhaps some guidance, here are some tools for a greater chance of success.It’s never...

Wednesday, October 17, 2018

I just returned from Minneapolis from a family visit. Now that my mother is getting a little older and experiencing more health issues, my brothers and I felt it important to have a family meeting, one where we could methodically talk...