Ways Olympia Residents Can Make an Impact on Earth Day and Every Day
There’s no better time than Earth Day to start making an impact through your gifts, your time, and how you invest.
Olympia financial advisor featured in Seattle Times article
https://www.seattletimes.com/business/her-professional-rugby-career-means-resetting-some-financial-goals/
Quoted in the Wall Street Journal: Tips on Buying a Home for Unmarried Partners
https://www.wsj.com/articles/how-to-buy-a-home-together-when-youre-not-married-11604399401?mod=hp_listb_pos2 Image by BUMIPUTRA from Pixabay
Fee-Only vs. Fee-Based Financial Advisors: What’s the Difference?
Understanding how an advisor is compensated can help prospective clients have a better idea what motivates an advisor, their degree of objectivity, and what issues may create conflicts of interest.
Charitable Spotlight: GRuB
Based in Olympia, Washington, GRuB’s mission is growing healthy food, people, and communities.
Olympia Residents Find Opportunities and Hazards in Dimensional Fund’s Launch of New Investments
The new Dimensional Fund ETFs represent an opportunity, perhaps after some seasoning, for advisors to assist clients by being a little more tax aware and tax efficient.
Financial Moves to Make Now in Preparation for a Biden Administration’s Tax Changes
Importantly, taxpayers are wondering what to do now to prepare for a potential Biden victory.
Charitable Giving Spotlight: Friendly Water for the World
Friendly Water for the World is a favorite organization of our clients. Based in Olympia, Washington, their mission is to...
Prepare Your Finances Now for a Second Phase of the Coronavirus
Great strides were made in March and April to reduce the outbreak of the coronavirus. We tried to severely limit...
Save Taxes in 2020 by Gifting Stock
2020 has been a year of crisis. Across the world, people and communities are confronting tremendous challenges related to the...