Blog
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.
Tariffs Bring April Showers For Markets | Client Letter | April 2, 2025
April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that uncertainty became too much for markets to shrug off once economic data started to weaken. The U.S. economy...
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Delaware Funds are now named Macquarie
As we enter a new year, we’re excited to embrace a single name – Macquarie – that unifies our long-standing equity and fixed income capabilities with the power of a leading alternatives platform. Creating a more cohesive client...
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Gail Reynolds and Michelle Duan were in our office today! It was great to reunite!
Gail Reynolds and Michelle Duan were in our office today! It was great to reunite!
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read MoreUpdate to the Washington State Cares Law
WA Cares Law UpdateThe WA Cares long-term care program is still in discussion and we recently received an update on its status. This law plans on taxing everyone in Washington state 0.58% of their income to receive a $36,500 long-term...
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Balancing opportunity, volatility, and perspective: A guide for navigating today’s markets
Build a plan to pursue your goals through all market cyclesGlobal investment markets can be especially turbulent during periods of rapid economic change, such as the reaction to the COVID-19 pandemic in the first quarter of 2020 and,...
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NEW WASHINGTON STATE TAX FOR THOSE EMPLOYED IN WASHINGTON
WA State LTC Tax
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Debate Starts on Capital Gains Tax
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...
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