Looking to continue to build its legacy in the South Sound, Regional RIA Financial Insights Wealth Management has appointed Jun Chea, CFP®, CWS® as the firm’s new Vice President. With nearly thirty years of experience, Jun brings invaluable insight to Tacoma’s largest RIA wealth management firm. He has worked with all types of clients such […]

From the Desk of Ernest Luoma, MS, CFP® Higher inflation has been in the headlines non-stop recently and it has become a problem for all of us. It is likely to remain much higher than normal for an extended period of time. Many people have an emergency fund or a large cash account set aside for various reasons […]

Wisdom with Women – Let’s talk about Estate Planning! If you missed our most recent Wisdom with Women on May 18th, featuring Brianne Kampbell, discussing what estate planning is, common misconceptions and how to set yourself up for success, you can watch the recording below!     email: hello@kampbell-law.com call: 253.564.2088 Come visit: 2501 North […]

From the Desk of Amanda Burrows, CFP® Greetings! First, thank you for entrusting us with your financial needs. We don’t take this lightly and want to make sure each of you understand we are here for you. For those who are cringing at economic headlines, we thought it prudent to send some data behind our […]

Taking Steps To Feed Our Neighbors In Need Financial Insights was out in full force at the 2022 EFN Hunger Walk! The Hunger Walk is an annual opportunity for community members to support Emergency Food Network’s mission of providing food to our neighbors in need “so that no person goes hungry.”         […]

The Markets (as of market close April 29, 2022) April saw rising COVID cases in China prompt the shutdown of some of its biggest cities, causing global supply-chain issues. The ongoing war in Ukraine continues to exacerbate pressure on food and energy prices. While first-quarter earnings data was moderately favorable overall, several major companies reported […]