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Holistic Wealth Management with a Fjaka Touch

Many of us have experienced those moments when the constant demands on our time and attention get to be too much and we want to

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Financial Tips for Recent College Graduates

As a recent college graduate, taking control of your finances is one of the most important steps you can take toward building a great future.

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Decision 2024: History Often Rhymes

Pattern recognition is an important part of investing. Although history rarely repeats itself perfectly, it often rhymes.

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The Good, the Bad, and the Ugly

SECURE 2.0, the looming sunset of the Tax Cuts and Jobs Act (TCJA) tax provisions, and the Washington state capital gains tax are a perfect

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Stay the Course but be Willing to Adjust Your Sails

When it comes to investing, market volatility can cause fear so strong that even basic training in the risk-reduction, return-enhancing benefits of diversification is forgotten

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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

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Guidance in turbulent times

A good advisor is a resource during challenging times and helps both by planning in advance, so you’re prepared for market shocks, and by providing

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WELL, WE’RE WAITING…

Unfortunately, determining what taxes will be in effect as we head into 2023 is still analogous to nailing jello to a tree or pushing string.

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WASHINGTON’S LONG-TERM CARE PAYROLL TAX

As you may have heard, the Washington State legislature has passed a payroll tax to help fund the first state-run long-term care insurance program in

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YEAR-END PLANNING TACTICS THAT COULD REDUCE YOUR TAX BILL

Each year as we approach December, we review expectations for the coming year and outline planning strategies that may be beneficial to implement by year-end.

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