Broker Check

Our Redesigned Website

| May 06, 2015

We are pleased to announce the release of our redesigned website. We hope that you will find this website not only more pleasing to the eyes but easier to navigate as well. You may also notice that we have added some additional resources under the "Resource Center" tab. This includes:

  • Life Planning Resources - including information on Continuing Care Housing, Estate Settlement, Investment & Tax Planning, as well as information specific to Boeing Retirement (which we know applies to a large portion of our clients here in the Pacific Northwest). We will be expanding the information available as time goes on.
  • Investment Insights - While we have always posted our quarterly market letters on our site, we have expanded this section to not only include third party market commentaries that we also find relevant but white papers and academic research on various investment topics as well.
  • Recommended Books - We often get asked if there are any investment related books we would recommend. In this section we have added some books we think are worth looking into.
Those are just some of the new resources we have added but please look around the site and let us know if you have any questions or suggestions. And last but not least, you can now find us on TwitterFacebook and LinkedIn. We encourage you to follow us on those platforms as well!