I’m Scott Caufield, CFA, CPA, and the founder of Sophos Wealth Management. As a fee-only financial advisor in Woodinville, WA, I understand the importance of… Read More »How to Find the Best Woodinville Financial Advisor for Your Needs
If you work for Microsoft, chances are you receive a large portion of your total compensation in the form of Restricted Stock Units (RSUs). The… Read More »How to Manage Your Microsoft RSUs: A Guide for Employees
If you work for Amazon, chances are you receive a large portion of your total compensation in the form of Restricted Stock Units (RSUs). While… Read More »How to Manage Your Amazon RSUs: A Guide for Employees
If you’re one of the many tech workers who have experienced layoffs or a job change recently, you may be wondering what to do with… Read More »What to do with your 401K after leaving your job?
Index Q1 2023 S&P 500 7.50% Barclays US Agg Bond Index 2.96% Stocks started 2023 strong with the S&P 500 up over 7% and the… Read More »First Quarter Commentary 2023