Broker Check

Blog

Monday, March 13, 2023

By now, you may have already seen the headlines and with the S&P 500 being down 4.5% last week, we wanted to be sure to provide a timely, plain English response to everything going on.A little back story: Silicon Valley Bank (SVB)...

Monday, December 12, 2022

Please enjoy our year end market update presented by Nate Rhees with Alta Capital.  Nate encourages us to invest like institutional investors.  He covered:How often does the market pull back over 20%?What does the market...

Monday, June 20, 2022

Our Investment Committee has been meeting with our Investment Partners and we wanted to share with you our market outlook.

Monday, March 21, 2022

Tuesday, May 25, 2021

What you need to know about the Washington State Cares Fund The Washington State Legislature established a long-term care insurance benefit for all eligible workers to address the future long-term care crisis. To fund it, Washington...

Show All

Friday, January 22, 2021

How to Pause in a Conflict to Build A Stronger Relationship My passion is to help others build strong, deep relationships so they can have a happy life, and communicating well is instrumental to building relationships. However, even...

Tuesday, December 15, 2020

As we prepare to head into the New Year, Jeff and Alice sit down with Nate Rhees of Alta Capital to discuss what we saw in 2020, the election, and what we can expect as we look towards 2021. Please click the video below to see the full...

Monday, November 2, 2020

While many professionals focus on building their retirement funds and 401ks, as a business owner, you've likely poured your time, love, energy, and money into your business for years. You may have saved assets for retirement along the...

Friday, February 21, 2020

How NOT to build a sales team It’s every business owners dream to replicate their star sales person over and over again to grow their sales. Many times they mistakenly promote that person as a sales manager and ask them to build...

Tuesday, February 11, 2020

The SECURE Act changed post-death required minimum distribution (RMD) rules, eliminating the “stretch-IRA” for most beneficiaries. The new rule instead requires most beneficiaries to liquidate and pay tax on the entire IRA...

Thursday, June 20, 2019

Many business owners believe the act of selling their business is similar to passing the baton in a 400 meter relay: once you’re finished running, you get to relax. In reality, buyers will insist that you stay on for a transition...

Friday, June 7, 2019

If you’re trying to figure out what your business might be worth, it’s helpful to consider what acquirers are paying for companies like yours these days. A little internet research will probably reveal that a business like...

Monday, June 3, 2019

9 Warning Signs You’re a Hub-and-Spoke Business Owner If you were to draw a picture that visually represents your role in your business, what would it look like? Are you at the top of a traditional Christmas-tree-like...

Thursday, May 23, 2019

Title: How Your Age Shapes Your Exit Plan Your age has a big impact on your attitude toward your business, and your feelings about one day getting out of it. For example, one person who runs a boutique mergers and acquisitions business...

Thursday, May 16, 2019

The Hidden Goal of the Smartest Business Owners What are your business goals for the year? If you’re like most owners, you have a profit goal you want to hit. You may also have a top line revenue number that’s important to...