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Our Guiding Principles and Practice Policies
Our guiding principles and practice policies
Controversial strategies with limited benefit, no benefit, or possible detriment. Subject to client preferences.
Clearly detrimental strategies and products that we do not utilize, recommend, or offer
Guide to Getting Rich Slowly
Educational curriculum
Risks inherent to investing in securities
Your path to financial independence
Savings goals
Budgeting process
Investment portfolio construction
Retirement needs planning considerations
Risk management planning considerations
Legacy planning considerations
Education funding sources
Real estate investing considerations
Military benefits considerations
Special circumstances and needs considerations
Charitable planning considerations
Debt and credit planning considerations
Business planning considerations
Tax planning considerations
Property titling and transfer considerations
Identity theft resources
Suggested DIY resources
The Planning Process
Financial planning process
Risk management process
Legacy planning process
Adviser’s Blog
A critical review of the “learning styles” doctrine
The power and limitations of Monte Carlo simulations
Understanding the mechanics of permanent life insurance
Tax treatment of group term life insurance
Dependent Care FSAs and the Child and Dependent Care Credit
Deducting and amortizing business startup and organizational expenses
Comparing wage and benefit offerings between for-profit and governmental employers
Life insurance as a funding vehicle for qualified plans
A defense of profit sharing plans
Considerations for employer sponsored qualified plans
The backdoor Roth IRA strategy
Benefits of deferred compensation arrangements
Origins of the Great Recession of 2008
The Efficient Market Hypothesis and the active versus passive investing debate
The role of real estate in financial planning and within an investor’s portfolio
Important healthcare directives
Limitations of the unlimited marital deduction
Utilizing trusts to minimize transfer taxes
Skip persons for generation skipping transfer tax
Gifting depreciated assets
Highlights of the SECURE 2.0 Act of 2022
Bond index funds and immunization
A defense of simplicity in tax planning
Considerations prior to changing jobs
What 200 years of data reveal about long-term investing: lessons for passive indexers
A “devil’s bargain” in high-income covered-call ETFs
Washington State’s “Millionaires Tax” bill (ESSB 6346)
Important Documents
Important Documents
Contract for Advisory Services and Portfolio Management Services
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Part 2A of Form ADV: Firm Brochure
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Part 2B of Form ADV: Brochure Supplement
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Privacy Notice
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Practice Policies and Guiding Principles
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