Posts
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6 Ways to Stay Safe Online During and After Coronavirus
April 10, 2020
6 Ways to Stay Safe Online During and After Coronavirus
Due to the national health emergency created by COVID-19, online scammers have way more opportunity to cheat and defraud, as most Americans are doing...
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Being Tax-Smart in a Volatile Market Can Improve Returns
March 26, 2020
Being Tax-Smart in a Volatile Market Can Improve Returns
How investment portfolios are managed during a highly turbulent or down market greatly determines net total return once a rebound happens. This certai...
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Coronavirus: What the Bond Market Is Telling Us
March 10, 2020
Coronavirus: What the Bond Market Is Telling Us
Here’s a bit of March Madness for you: the yield on ALL Treasury bonds is now 1% or less. That’s right: the 10-year Treasury bond is now yielding...
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3 Ways to Keep Your Portfolio Healthy During Coronavirus
March 2, 2020
3 Ways to Keep Your Portfolio Healthy During Coronavirus
After more than a decade of US economic growth, a record-long bull market in stocks, and record-low market volatility, last week we hit records in the...
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Seattle Tech Salaries 2020: Do Not Leave Your RSUs and Stock Options on Autopilot
February 25, 2020
Seattle Tech Salaries 2020: Do Not Leave Your RSUs and Stock Options on Autopilot
This month, data from the Bureau of Labor Statistics (BLS) gave the Seattle-area this great new distinction: highest tech wages in the United States &...
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Even on Valentine’s Day, It’s Good to Know Who Owns What in Marriage
February 14, 2020
Even on Valentine’s Day, It’s Good to Know Who Owns What in Marriage
You’re getting ready for a romantic, candlelight dinner. Look around. If you and your partner are married, or about to be married, or thinking o...
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65 Words on Turning 65
January 31, 2020
65 Words on Turning 65
Updated May 15, 2025. Boomers set a new course for retirement An average of approximately 4 million baby boomers are expected to turn 65 through 2027...
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Millennials: The $30 Trillion Question
September 4, 2018
Millennials: The $30 Trillion Question
Thirty Trillion Dollars. That’s how much the Millennial Generation – now in their late teens to early 30s – are likely to inherit collectively f...
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Is Your Will Valid? Maybe Not!
September 14, 2017
Is Your Will Valid? Maybe Not!
Just because you have a will does not mean it’s valid. Or that it will do what you intend it to do. Over the years, we have seen all sorts of proble...
