Q2 2022 Investing Climate Update
Q2 2022 YTD 2022 S&P 500 -16.1% -19.96% Barclays US Agg Bond Index -4.69% -10.35% The first half of 2022 was a brutal one for… Read More »Q2 2022 Investing Climate Update
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Tax Saving Opportunities with Microsoft’s Deferred Compensation Plan
Microsoft’s deferred compensation program can be a great way to produce massive tax savings for eligible employees (level 67 and above). The program allows you… Read More »Tax Saving Opportunities with Microsoft’s Deferred Compensation Plan
Trusts for Washington State Estate Planning
Trusts can seem like an intimidating tool. They come in an overwhelming variety of names and types and were once seen as an exclusive tool… Read More »Trusts for Washington State Estate Planning
Should I Sell My Amazon RSUs?
Amazon stock has lost about a third of its value this year through the end of May. Obviously that means the stock is less expensive… Read More »Should I Sell My Amazon RSUs?
How Low Could Stocks Go?
Stocks have had a rough start to the year. The S&P 500 briefly entered bear market territory intraday on May 20th, down 20% from highs.… Read More »How Low Could Stocks Go?