In an additional effort to make financial planning less intimidating and more straightforward, the firm will be launching a podcast—Top of Mind with Consilio Wealth Advisors.

The Chinese government has enforced tight restrictions on nearly 180 million people as they are under a “zero Covid” policy. We break down how this creates an impact on a global scale.

Back in November 2021, we wrote about how Series I bonds worked. Now, these bonds are paying 9.62%, as inflation is slightly higher today than it was in November. Remember, these bonds will go up and down with inflation.

Streaming subscriptions are getting another look as budgets are being squeezed by inflation. Here’s what it indicates for the economy.

The media is full of making predictions about where markets are headed next. Often, there will be two opposing viewpoints with the credibility to back each claim. But most pundits fail to be half right with their predictions. Here’s why.

It is our belief that every growing advisor should question if their current firm & team is the right place. After an exhaustive two-year due diligence process, we made the decision to transition our firm to an independent Registered Investment Advisor (RIA). Here’s why.

RSU income for tech employees tends to be a large sum of their total annual income. Here are the top 4 recommendations for managing your tax bill due to RSU income.

Dealing with a recession requires focusing on what you can control. Consider these eight tips as you navigate making assessments and decisions during a recession.

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.

Remember when SPACs were a thing? What were they, and why did they go away? Here’s how they fit in portfolios.

What’s been happening in the job market? We break down job losses, stimulus payments, the Great Resignation, job satisfaction, work outlook, and more!

Tax-efficient investing is a great way to reduce your taxes and reach your financial goals. Here are investments to consider.

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.

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 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.

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.

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.

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.

Are you unsure what the Washington long-term care tax does, or whether or not you qualify to opt-out from it in 2022?

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.

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.