Market Month May 2022

The Markets (as of market close May 31, 2022) May was a volatile month for Wall Street. Stocks began May where April ended, with losses. In fact, it wasn’t until the last week of May that stocks posted gains. Throughout the month, investors had to face the prospects of an economic slowdown impacted by accelerating […]

Education On I Bonds

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 […]

Let’s talk about Estate Planning!

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 […]

Over Time, Markets Have Proved Positive and Resilient

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 […]

Market Month April 2022

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 […]