Financial Insights Archives

Kennewick Office Location Notice: Due to ongoing construction for our office remodel, beginning Monday, August 4, our office will be temporarily relocated to the building next door. Please follow signage upon arrival or contact us for assistance. We are excited to share our expanded space soon and thank you for your understanding.

Video: Income Tax Payments: Are You Withholding Enough or Too Much in Income Taxes?

By Blaine Carr, Sr. Wealth Advisor | May 18, 2021

Market Commentary: First Quarter

By Scott Sarber, CEO | Sr. Wealth Advisor | April 14, 2021

2021 has started out in a positive direction for global stocks as a large number of people have been vaccinated, the economy continues to open up, and additional government stimulus has been provided. Large companies represented by the S&P 500 Index gained 6.17% for the quarter. Small companies represented by the Russell 2000 increased 12.7%…