May 30, 2023
Recorded on May 18, 2023 as part of our Client Education Series: Who should watch the recording? If you are currently drawing Social Security, or are planning to start drawing soon. Or, perhaps you are interested in how...
April 10, 2023
We are excited to announce Paul's rankings in Barron's and Forbes this year! He maintained his #11 spot in Washington State in Barron's Top 1200 Financial Advisors across America, ranked as #173 of America's Top...
March 15, 2023
With the recent headlines about Silicon Valley bank and others, we wanted to address any questions you may have about your accounts with us which are custodied at Pershing, LLC.In this environment, we are reassured that your accounts...
