509.325.2003

Recent Updates

Planning Tips for Parents (video) & The Danger of Performance Chasing (article)

Investor Insights, July 13, 2018 Five Things You Should Know Equity Markets – despite the geopolitical headlines global equity markets rallied with the S&P up sharply +1.50% for the week to...

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About the Future

Investor Insights, July 6th, 2018 Five Things You Should Know Equity Markets – rebounded this week with U.S. stocks (S&P 500) up 1.69% while international stocks (EAFE) gained 1.52% Fixed Income...

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How We Process Turbulent Times

Investor Insights, June 29th, 2018 Five Things You Should Know Equity Markets – both U.S (S&P 500) and International equity (EAFE) markets struggled under the weight of trade related headlines this...

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What If You Knew?

Investor Insights, June 22nd, 2018 Five Things You Should Know Equity Markets – were down this week with U.S. stocks (S&P 500) down -0.86% while international stocks (EAFE) dropped -1.13% Fixed...

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Sounders, Hoopfest and Our Mission to Serve

Investor Insights, June 15th, 2018 Five Things You Should Know Equity Markets – ended relatively flat after a big news week with the S&P 500 +0.01% and international markets (EFA) down...

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Invest Like a Woman

Investor Insights, June 8th, 2018 Five Things You Should Know Equity Markets – were positive across the globe this week with U.S. equities (S&P 500) up 1.68% and international equities (EAFE)...

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Yielding Results

Investor Insights, June 1st, 2018 Five Things You Should Know Equity Markets – were mixed in what was a volatile holiday shortened week with the S&P 500 up 0.49%, and international...

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Broken Toes, Babies and … Bond “Bubbles"

Investor Insights, May 25th, 2018 Five Things You Should Know Equity Markets – were mixed this week with U.S. stocks (S&P 500) up 0.30% while international stocks (EAFE) were down -1.56% ...

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Creating Prudent Retirement Plans

Investor Insights, May 18th, 2018 Five Things You Should Know Equity Markets – dipped this week with U.S. stocks (S&P 500) down -0.56% and international stocks (EAFE) down -0.61% Fixed Income...

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What We’re Up To …

Investor Insights, May 11th, 2018 Five Things You Should Know Equity Markets – were positive this week with U.S. stocks (S&P 500) up 2.57% and international stocks (EAFE) up 1.18% Fixed...

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Recent Updates

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