The greatest obstacle to successful investing is often the investor themselves.

Human beings are hard-wired with biases that are designed to make our lives easier – everyone has them, and they’re a way for your mind to automate decision-making.

If you're looking to finance a major purchase, you're likely weighing the options of either borrowing money or dipping into your savings. But what exactly are the costs associated with each choice?

When it comes to managing family finances, communication is key. A scheduled, straightforward family finance meeting can help everyone in the household get on the same page when it comes to spending, saving, and planning for the future.

The Fed has focused its attention on inflation expectations, which for both consumers and businesses, have come down to about 3%.

Exchange Traded Funds, more commonly known as ETFs, are one of the most frequently traded types of securities in the market.

Making waves in financial markets is the failure of Silicon Valley Bank (SVB).

Markets were shocked by the sudden downfall of Silicon Valley Bank (SVB), one of the biggest banks servicing startup companies around the world.

I recently wrote an article titled “Top 4 ways to Improve Your Retirement Score.” It was timely because budget was one of the most common topics that our clients preferred to discuss in both December and January.

Absent in the news is how gas prices have slowly come down since the summer of 2022. The biggest culprit is the lack of demand coming out of China due to their Covid lockdown policies.

Google employees often find that they are met with generous compensation packages. Google Stock Units (or GSUs) are often a large part of your compensation package, which is great, but let’s unpack how these work and how they are taxed. 

Here are some of the most discussed predictions for 2023, none of which have yet to become reality. 

President Biden signed the omnibus bill into law on December 23rd, 2022. The massive $1.7 trillion spending package funds the government until September, avoiding a government shutdown. 

If you’ve been keeping up with the recent changes in Washington’s taxes, you know that in 2021, the WA State Legislature passed a 7% capital gains tax on the sale or exchange of long-term assets to include stocks, bonds, and other types of assets and investments.

Losing a job can be a difficult and stressful experience, especially for tech workers who may have specialized skills and a competitive job market. However, there are steps that tech workers can take to mitigate the negative impact of a layoff and position themselves for future success.

Your financial plan should not only focus on accumulating assets, but also on protecting current and future wealth. Umbrella coverage is insurance on your current and future financial plan by protecting your net worth.

Do you have these 3 necessary documents in your estate plan? Learn how to account for each area in your estate plan and ensure your loved ones are taken care of with these tips and considerations.

No matter who you are or which tech company you work for, everything about your financial situation will be unique based on you, your goals, and even your family. In other words, "one-size-fits-all" advice just won't work for tech professionals – especially when Amazon, Google, and other tech giants have unique compensation plans compared to other industries.

There are many forms of THE question. What’s my retirement number? Can I retire based on what I’m doing? How much money to do I need in the bank? How long do I have to work? Retirement is not the end-all, be-all for financial planning, but these are the types of questions we hear from clients who are new to the practice of financial planning.

The market will have already rallied by the time inflation is tamed because of the market’s forward-looking nature. On the minds of investors will be a possible recession or the next big thing. There’s always something on the horizon.

October and November were great performance months so far in 2022. Is it sustainable or more of a relief rally? No one knows but based on data, it looks like a possible trend.

Bond funds and single bonds ultimately invest in the same thing but due to the nature of credit risks, maturities, and yields, the way investors own bonds can have different outcomes.