A Review of Private Ocean Portfolios in The Current Market Environment
Given the strong year in markets and the continued global recovery, we wanted to take some time to review what is happening in the various … Read more
Inflation: What’s Ahead and How it May Affect Your Portfolio
Over the prior several months inflation fears have been stoked by high Consumer Price Index (CPI) figures. For instance, in July CPI jumped 0.5% over … Read more
Life Advice: Processing Grief During Difficult Times
The numbers of lives lost in the US (due to Covid) alone are staggering at 641,000 as of August 31, 2021. Throughout the pandemic and … Read more
‘Everything Screams Inflation.’ How to Interpret the Headlines.
The following is an article authored by Weston Wellington, Vice President at Dimensional Fund Advisors, used with permission. KEY TAKEAWAYS After last year’s economic shocks, … Read more
The Importance of Taking Care of Yourself
Travel is at the top of many of our wish lists right now, and after a year-long delay I recently went on a long-overdue vacation … Read more
What Seattleites should consider financially before planning post-pandemic travel
Who doesn’t miss traveling? After more than a year of staying-at-home, Seattleites, like most of the country and the world, are ready to get on … Read more
COVID-Related Scams To Watch Out For This Holiday Season
Earlier this year, the Federal Trade Commission (FTC) published a helpful article[i] that urges people to be aware of the rise in Coronavirus-related scams. Unfortunately … Read more
Year-End Tax-Planning Tips to Consider
We are quickly approaching the end of the year and wanted to share our year end tax planning tips – a number of which are … Read more
FMG Suite Podcast with Greg Friedman and Cynthia Greenfield
FMG Suite recently published a podcast with Greg Friedman, CFP®, Founder & Chief Executive Officer, and Cynthia Greenfield, Chief Experience Officer, on how Private Ocean … Read more
Seattleites: Don’t be a Victim of Fraudulent Unemployment Claims
Recently, many of us in our Seattle office have become aware of another “risk” associated with Covid-19 – identity theft. This time, the fraud is … Read more
Young Professionals: Building a Career During a Pandemic
Meet Julie Penwell, our newest paraplanner! Julie Back interviews Julie for her tips on how to navigate finances and build a career during these challenging … Read more
Love & Money: Using Time Together for Money Dates
Now more than ever, while many of us shelter-in-place in our homes, even the best relationships are experiencing stress. One common topic of discussion is … Read more