Washington’s Legislature has passed ESSB 6346, the new Washington “Millionaires Tax” bill. This bill received final legislative approval on March 11, 2026, was delivered to

Investor demand for income has fueled ETFs that use covered calls / call overwriting to pay large, frequent distributions. Israelov and Ndong’s “A ‘Devil’s Bargain’:

A comprehensive study published on October 27, 2025, by the Deutsche Bank Research Institute (“The Ultimate Guide to Long-Term Investing”) offers a robust analysis of

Frequent job changes by employees may adversely impact vesting in employer-sponsored retirement plans as cliff vesting or graduated vesting schedules may apply to defined benefit

Profit from the majesty of simplicity and parsimony. — John C. Bogle, The Little Book of Common Sense Investing: The Only Way to Guarantee Your

Passive buy and hold bond index fund strategies offer simplicity, low costs, broad diversification, and tax efficiency. Furthermore, bond index funds have historically outperformed the

The SECURE 2.0 Act of 2022 offers many compelling changes for retirement planning. Amongst the many modifications enacted, some highlights include:

Sale of depreciated assets, with fair market value on the date of transfer less than the adjusted basis of the transferor (i.e., assets transferred at

The Internal Revenue Code defines a skip person for generation skipping transfer tax (GSTT) purposes as: any lineal descendent of the transferor’s grandparent or transferor’s

Highly appreciating assets may be transferred into an irrevocable inter vivos trust to minimize transfer tax liabilities. Depending on how the trust document is structured,