Wealth Management Simplified

From The Founder’s Desk

Stay up to date with all of our latest thoughts, commentaries, videos, and insights.

Subscribe
>

Patience Still Pays

These days, the arch of technological progress has allowed us all to be impatient at almost every level.  Instant streaming services, social network access, Amazon’s next day delivery, and the nearly instant spread of information makes the human mind expect immediacy in almost every area of life…


Learn More

The Underestimated Power of Rebalancing

A good rebalancing discipline sets intelligent tolerance bands to notify you when the portfolio needs to be rebalanced. We believe it’s important to monitor each investment in a portfolio on a daily basis so we know when it gets out of balance and can take action to put things right again.


Learn More

What is Our Best Defense Against Inflation?

This is a great question. And it’s something a lot of people are wondering about these days.  With our country printing literally trillions of dollars in 2020, inflation is going to be a real concern in the coming years…


Learn More

Discipline and Investment Strategy

I’m struck more and more by the importance of the right mindset in the tasks we set for ourselves.  So often, we don’t achieve the things we want simply because we’ve gotten in our own way…


Learn More
1 2 3 5 Load More

CUT THROUGH THE NOISE. LEARN WHAT REALLY MATTERS IN YOUR FINANCIAL LIFE.

Sign up for our 9-day, Foundations of Financial Success Email Course.

Learn more

ARE YOU A CURRENT CLIENT?

Access Your Accounts

TUMWATER CLIENT LOGIN CHARLES SCHWAB LOGIN