Estate Planning in Washington State
Why Everyone Should Have an Estate Plan Estate plans can save your loved ones a lot of time, effort, and potentially a lot of money.… Read More »Estate Planning in Washington State
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Q2 2021 Market Highlights
Q2 2021 YTD 2021 S&P 500 8.5% 15.2% Barclays US Agg Bond Index 1.8% -1.6% The US stock market continued its strong performance in Q2,… Read More »Q2 2021 Market Highlights
Scott Caufield Quoted in Business Insider
Scott Caufield, a financial advisor and CPA, says that for the average person to achieve significant growth in a Roth IRA, you’d have to concentrate… Read More »Scott Caufield Quoted in Business Insider
Should you opt out of Washington’s new long-term care insurance program?
Washington is the first state to approve a payroll tax that will raise money to cover long-term care costs for some of its residents. Beginning… Read More »Should you opt out of Washington’s new long-term care insurance program?
International Equity Valuations
As I discussed in the Q1 investing climate, US stocks are at or near their most expensive valuation levels in history. Fortunately, there are more… Read More »International Equity Valuations