Charitable Spotlight: Community Lifeline
Community Lifeline (CL) of Mason County is a favorite philanthropic organization of our clients. CL provides shelter for single men...
New Laws to Fight the Corona Virus
The coronavirus has brought with it significant health concerns and rarely seen market volatility. To address this crisis, the government...
The Coronavirus Part 2: Market Impact and the Path Forward
Last week I wrote to all of you after a historically challenging week in the markets. Through the remainder of...
The Coronavirus: Impact and Financial Preparation
On February 24, 2020, markets dropped by over 3% both in the US and overseas. Fears surrounding the coronavirus are...
Seattle Times Features Advitica Client
Tom Mclean of Advitica Finiancial Planning and client Sarah Omary were featured in a Seattle Times article written by Jenny...
Charitable Spotlight: John C. Campbell Folk Art School
The John C. Campbell Folk School is a cherished philanthropic organization of our clients. The school was founded in 1925...
Charitable Organization Spotlight: Puget Sound Estuarium
The Puget Sound Estuarium is a beloved philanthropic organization of one of our clients. This client shared that she became...