A HUGE congratulations to our very own, Ali Criss-Kemp, CFP®, CDFA®! “The future of the wealth management industry is dynamic & diverse. We, as leaders, have the opportunity & duty to pave the way for ethical business ownership and a lifetime of service to all of our stakeholders : our clients, our team and our […]

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 […]

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 […]