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Do It Yourself Investor
We'll help make sure you're doing it right!
We'll help make sure you're doing it right!
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New Prism Blog Post How Much Value Does a Financial Planner Add?

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New Prism Blog Post Trump’s Tweets versus Individual Stocks - As I was reading “How to Make Your Money Last” by Jane Bryant Quinn this weekend (a very well-written and informative book, by the way), I came to her section on investing. She’s not a fan of owning individual stocks, just like me. read more

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Trump's Tweets may be entertaining, but have you considered how they might impact your investment portfolio? http://ow.ly/xGVz30841Ta

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Cathy Villemure, a CPA in Kirkland, wrote a piece in her monthly newsletter on 401k loans. It's often tempting to "borrow money from oneself", but as Cathy points out there are hidden tax costs. If you're considering taking out a 401k loan, I suggest you read what Cathy has to say.
http://www.villemurecpa.com/monthly-news

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New Prism Blog Post Will We Ever Get a Fiduciary Standard For All?

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New Prism Blog Post Is It Time To Rebalance Your Portfolio? - This cobbler’s children wear shoes! "The cobbler's children have no shoes" refers to the phenomena where people are successful at doing something in their professional lives, but don't practice it in their personal lives. Well, my kids were close to being shoeless, but no more! read more

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New Prism Blog Post October Update on Washington's 529 GET Plan

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New Prism Blog Post Planning for Long Term Care - read more

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New Prism Blog Post Financial Advice for the 30-Something - Last year I wrote a blog post called “Financial Advice for the 20-Something.” I thought it time to follow-up with a post for all you “30-Somethings” out there. read more

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New Prism Blog Post How Do Recent Decisions by the WA 529 GET Committee Affect Me?
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