Our Q3 2026 newsletter covers the latest wealth management insights, including Trump Accounts, Social Security and Medicare planning, firm news, community connections, and upcoming events.

In our Q2 2026 newsletter, learn about our summer internship program, recent community initiatives, educational resources for planning in 2026, our 2025 Community Impact Report, and highlights from the 3rd Annual Tacoma Business Golf Cup Invitational.

In this edition of our newsletter, we share important upcoming dates, firm updates, and highlights from our team to help you stay informed and plan ahead with confidence.

This quarter, Financial Insights explored essential estate administration steps, examined how the 2025 One Big Beautiful Bill Act impacts Roth conversions, and celebrated Jordan Ford for earning her IACCP® designation. Together, these updates reflect our dedication to guiding clients with clarity, confidence, and integrity.