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Emotions and the Markets
Keeping up with the market can be overwhelming when unexpected events unfold. Focus on the big picture, and don't allow your emotions to take the wheel.
Unpacking SPACs and Where They Fit in Portfolios
Remember when SPACs were a thing? What were they, and why did they go away? Here’s how they fit in portfolios.
Breaking Down the Job Headlines
What’s been happening in the job market? We break down job losses, stimulus payments, the Great Resignation, job satisfaction, work outlook, and more!
What Types of Investments Are Tax Deductible?
Tax-efficient investing is a great way to reduce your taxes and reach your financial goals. Here are investments to consider.
Morningstar Ratings: What You Need to Know
Financial markets are complex. Understand the limitations of having someone else do the research for you. Here's what you need to know when it comes to Morningstar Ratings.
A Quick Guide to Maximizing Your Amazon 401(k)
There is a lot to dissect with Amazon’s 401k. But don’t worry, we break it down and explain how to leverage it here.
Acquisitions, IPOs, and Exits: What to Do When You’re About to Receive a Large Windfall.
Has your company recently been acquired or gone public via IPO? You now have many things to consider as this windfall relates to your planning. We’ve put together a guide to help you think through best practices.
How to Read, Digest, and Interpret Financial News
How do you keep up with financial news in the media? When it comes to investment decisions, stay away from clickbait from even reputable sources. Confirmation bias will have a negative impact on your portfolio. Seek out differing viewpoints.
The Concept of Excess and RSUs
By simple definition, the concept of excess is the amount of income, each year, that you can do anything with, without negative repercussions to your financial goals.
Growth vs Value Investing: Why Your Portfolio Needs Both
Value and growth investing bring their own risks, but together they make up the stock market. A well-diversified portfolio will allow you to capture upside whether that is value or growth. More importantly, your portfolio won’t suffer as much if the market favors one or the other.
Time in the Markets and Dealing with Randomness
Recent stock market volatility is being attributed to the Omicron variant and the recent uptick in interest rates. There’s a psychological need to place a story with an event, even when the event isn’t caused by the story.
Should You Opt-Out of The Washington Long Term Care Tax?
Are you unsure what the Washington long-term care tax does, or whether or not you qualify to opt-out from it in 2022?
Inflation and Money Under the Mattress
Yes, eroding purchasing power is a real danger to your savings and investments. Our objective is to help you sift through what is noise and what is potentially concerning. Let’s start by looking at what’s causing increased demand for goods and constricting supply chains.
How The New Capital Gains Tax in Washington State Could Affect You
On Jan. 1, 2022, the state’s controversial capital gains tax officially became active. The capital gains tax in Washington state is a 7% tax on profits from the sale of long-term assets (that is, assets that taxpayers have owned for longer than a year before selling them).
Rich Dad, Poor Dad Advice That Actually Keeps You Poor and Him Rich
Is Rich Dad Poor Dad worth reading? Robert Kiyosaki is the New York Times bestselling author of the Rich Dad Poor Dad series. His advice is easy to comprehend and is often repeated. Just don’t ask him about investing.
Can Capital Gains Push You Into a Higher Tax Bracket?
While taxes aren’t always clear-cut and can often be complex, understanding how they work can save you a lot of money and headaches. This is especially true when it comes to capital gains taxes.
Consilio Wealth Advisors Hires New Investment Strategist Hao Dang to Expand Investment Advisory Offerings
Consilio Wealth Advisors, a tech-focused independent advisory firm, welcomes Hao Dang to the team as their Investment Strategist in efforts to continue elevating their investment advisory services.
Year-End Tax Planning Opportunities
Maximize your tax deductions with these year-end tax planning opportunities in mind.
Should you buy a Series I Bond with a current yield of 7.12%?
Series I bonds hit the news a few weeks ago and are currently yielding 7.12%. Should you buy one???
How to Apply for an Exemption from the WA Cares Fund
Watch this short video to learn how to opt out of the WA Cares Fund. The opt out window runs from 10/1/2021-12/31/2022.
Only 3 days left to enroll in the second LTC offering through Microsoft Prime benefits!
Hey Microsoft employees! You have a one last chance to enroll in a second LTC insurance plan through your Prime benefits. Open enrollment only runs through October 5th. Don’t miss this opportunity if you don’t already have something in place!