Director of Financial Planning Brian Bruggeman, CFP®, CTFA highlights key items for business owners to review in 2021, including buy-sell agreements, estate plans, group health insurance options and more.
Assistant Vice President and Financial Planner Hollina Wadsworth, CFP®, MSPFP discusses the benefits of investing extra cashflow with MarketWatch.
SEATTLE DAILY JOURNAL OF COMMERCE - State vs. federal capital gains taxes - here's what you need to know before the year ends
Director of Financial Planning Brian Bruggeman, CFP®, CTFA clarifies differences between the new Washington state capital gains tax and the federal capital gains tax for 2022.
John Cunnnison, CFA tells MarketWatch that “he expects inflation is transitory as it’s tied to the economic reopening.” However, he explains that it is possible to hedge your portfolio against rising inflation concerns.
John Cunnison, CFA shares his thoughts on how a period of high inflation could impact retirees. “But if inflation begins to run, those bond portfolios, they’re really not going to perform well. They have very limited options in a period of high-sustained inflation,” he notes.