Three Benefits Microsoft Employees Should Look for With Open Enrollment

  Here are the top 3 benefits I suggest you review: Perks + (previously the Stay Fit program) – This year you can still take advantage of the $800 Stay Fit reimbursement for health and wellness expenses such as gym memberships, exercise equipment, and sports equipment. In 2021, your new Perks+ benefit will increase your … Continued

Five Reasons Why Women Make Great Investors

As a financial professional, I have experienced, and continue to observe, a bias against women as successful investors – a bias that is unfounded in the real-life decisions made by women as they address their financial goals.  Despite the career advances women have made in all dimensions of our society, the perception persists that women … Continued

The Bull Run Dominates Over the Last Century

  Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. • From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets, or a fall of at least 20% from a previous peak. The declines ranged from —21% … Continued

Can I Still Retire at the End of 2020?

  Key Takeaways Considerations for physicians looking to retire soon Stress-test your portfolio with worst-case scenarios Diversifying can help protect you from the downside risks of investing   Consider this possible scenario: In 2015 you informed your hospital that you planned to retire at the end of 2020. Hospital management agreed and you started transitioning … Continued

529 Plan Dilemmas in a COVID-19 World

  Fall is my favorite time of year, something about the change of season and the kids heading back to school makes it feel like a new beginning. That will not be the case this year for many students, as more schools confirm they will begin this year teaching remotely. What does this mean for … Continued

Trump or Biden? Does It Matter With a Well Thought Out Financial Plan?

With the upcoming presidential election just over three months away, the rhetoric is sure to ramp up. Whatever side of the aisle you reside on, you are bound to have concerns about the incoming president and the effect on the economy. However, making financial decisions based on your political views or election expectations can be … Continued

Helping Governments and Businesses Go Back to Work Safely

Soundmark advisor, Liz McQueen, CRPC® and her husband, John, are volunteering their talents to Restart Partners, a Seattle based nonprofit organization that works to develop partnerships with states, cities, and universities throughout the world with the goal of enabling people to resume life in a post COVID-19 environment. Restart Partners newest initiative, “WearAMaskWA,” is a … Continued

What Happens to Stocks After a Recession?

  As an investor, it would be understandable to abandon ship and sell off equities because of perceptions of a recession and its impact. However, history tells us another story. Dimensional Fund Advisor’s Q2 market report shares data covering the last 15 recessions in the U.S in the past century. Across the two years that … Continued

Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths. That said, an inheritance doesn’t automatically mean a worry-free life of ease. Inheriting wealth can actually … Continued