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A Persistent Hangover
We enter 2023 reeling from the worst investment conditions in generations which were precipitated by the high cost of three wars: the Russian invasion of Ukraine and the battles against inflation and COVID. A few weeks into the New Year, it’s clear that these struggles will continue longer than any
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MARKET REVIEW: 4Q 2022
Like most investors, we were relieved to see 2022 end on a positive note. After two consecutive quarters of negative real US GDP growth, the

Supporting Scholars
We are honored to help provide a local student with the opportunity to study for and build a career, and we hope they will be

MARKET REVIEW: 3Q 2022
After staging a significant rally at the beginning of the quarter, stocks rolled over and continued on the downward trajectory that started back in January.

A College Savings Primer
With all of these savings methods, it’s best to start saving early – preferably as soon as the child is born or adopted. Time is

MARKET REVIEW: 2Q 2022
Financial markets remained volatile in the second quarter, making the first half of this year one of the most difficult in over 50 years.

Summer in the city
June started off as one of the rainiest on record in the Puget Sound region, leaving us wondering if we’d ever see summer.