Our Articles

Date Title Description
10/2/2020 Positive News on the Economic Front, But Risks Remain Things are good now, but cases are growing.
9/14/2020 Economic Recovery May Be Slowing Virus growth is slowing and the market is also slowing down
8/28/2020 Despite Risks, Economic Recovery Remains on Track Case growth is down significantly from the peak
8/14/2020 Are Economic Risks on the Rise? Significant improvement in pandemic cases
7/24/2020 Signs of Slowdown, Recovery Still on Track Some positive signs.
7/17/2020 Risks Rise, Economy Continues Medicals risks continue to rise but the economy is continuing to recover, so far. 
7/7/2020 Economy Persists Medical risks are on the rise, but economic recovery persists
6/26/2020 Rule Changes Retirement account rules changes under CARES Act
6/22/2020 Local Outbreaks Will local outbreaks derail the economy?
6/5/2020 Stress Relief Tips for reducing stress during these times
5/22/20 Economy Reopening Pandemic Slowing and Markets Reassessing, Wk 2
5/15/20 Pandemic Slowing Economy Reopening and Markets Reassessing, Wk 1
5/6/20 Return to Normal? Are we on the way back to "normal"?
4/23/20 Reopening and The Market

What Will Progress in the Coronavirus Crisis Mean for the Economy and Markets?

4/23/20 EDC SmBus Help Small Business Assistance; Coronavirus impacts
4/7/2020 CARES Act: Student Loan Relief Find out what the CARES Act may mean for your student debt.
4/1/2020 CARES Act: What It Means for You Great explanation of the items that may affect you.
3/25/2020 Is the Market Overreacting? A look at the facts and the emotions impacting the market now.
3/18/2020 We Are Here for You During this Coronavirus Outbreak We care about you and are keeping a watch on your investments.
2/26/2020 What Does the Coronavirus Mean for Investors? What investors may expect and putting the risk in context.
6/4/19 Millennials' Financial Milestones - bucking the system or cautious? Nancy is quoted in this Advisor Magazine article by Matthew D. Edward.
2/27/19 How to Vet a Financial Advisor Nancy is quoted in this Advisor Magazine article by Matthew D. Edward.
12/26/18 2018 Market Downturn: Is this still Normal? Worry vs Fundamentals; Collapse of Investor Confidence
4/16/2018 Nancy Gets Recognized! Nancy gives back to the community in many ways, and the Olympia Soroptomists recognized her as 'an exceptional woman' of the South Sound area.
2/28/2018 Tax Form Release Schedule This document contains the expected release dates for important tax documents during the 2018 tax season.
2/28/2018 Download Tax Forms Easily from Investor 360 Find out how to get e-notifications automatically and view your tax documents in Investor360.
1/12/2018 Security Alert: microchip flaws Meltdown and Spectre microchip flaws
1/04/2018 2018 Changes in Medicare Modified Adjusted Gross Income Tables (MAGI tiers)
5/2/2017 2017 Tax Proposal

The Trump Tax Proposal: What You Need to Know

1/19/2016 Reducing Tax Burden Ex Facto Learn how you can leverage an IRA or HAS to potentially lower your current tax burden.
11/5/2014 Winter Preparation Checklist Are you ready for colder weather and the end-of-the-year rush? Consider using some of these tips to help you save money and time as winter approaches.
6/17/2014 Savers and Spenders Savers and Spenders, Misers or Spendthrifts, Tightwads, and Irresponsible; if only it was that easy.
6/10/2014 Five Money Tips: Managing Your Credit Cards Credit cards can help you build credit history and, if managed properly, help improve your credit score.
5/28/2014 Getting Married and Financial Concerns Marriage done right can be one of the wisest financial decisions you ever make.
2/10/2014 Cash Flow The term cash flow is easily tossed around, and promoted.
1/05/2014 Reviewing Your Tax Strategies Minimizing your potential income taxes requires a regular review of your financial picture and the current tax strategies available to you.
5/14/2013 The Power of a Schedule Scheduling gives you control in planning your day, week, month, and year.
3/14/2013 When Every Day is Saturday Today, you have a routine. You wake up and off to work you go.
2/14/2013 Plan to Succeed To have a plan is to have a course laid out to monitor your progress.


Photo by Nancy LaPointe