Financial Insights Archives
Market Commentary: Fourth Quarter
Every year on New Year’s Day, I look at Google Trends and reflect on what people searched for during the year. For me, it gives me time to reflect on just how many things happened during the year, how fast topics of interest changed, and what kind of information people looked for. It certainly does not come…
Read MoreWhat Does it Mean for an Investment Advisory Firm to be CEFEX Certified?
Video: Estate Planning 101: 5 Important Documents You Need & Why
Market Commentary: Third Quarter
For the first time in over a year, the stock market seemed to pause from negative pressure. Inflation and interest rates are rising, there are continuous supply chain issues, the Federal Reserve has indicated it will taper their asset purchasing program, the nation is reaching the debt ceiling (imagine that), there are debates about how…
Read MoreVideo: Washington State Long-Term Care Program: What You Need to Know
Will Inflation Hurt Stock Returns? Not Necessarily.
ESG: Investing with a Voice
Video: Optimizing Strategies for Tax-Effective Charitable Giving
Video: Bunching Tax Deductions: How It Can Save You Money
Market Commentary: Second Quarter
Not only has it been hot outside with temperatures well in excess of 100 degrees Fahrenheit here in the Tri-Cities, but the global stock markets have been pretty hot as well. The major stock indexes have continued to show positive rates of return as the economy continues to open and businesses increase production to meet…
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