Broker Check


We hope to share some impactful and helpful information through the resources in this Blog! We will post periodically to share upcoming news and information that we feel is pertinent to our clients and general public.  


Monday, May 24, 2021

WA State LTC Tax


Tuesday, April 27, 2021

Now and again, the price action on Wall Street can surprise even the most seasoned investors.Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those...