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Blog

Image of an American flag, with a person looking out of them similar to window blinds.
Isaac Sullivan | Feb 2, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Isaac Sullivan | Feb 1, 2024

Is inflation rising again?

Inflation
Investments
Economy
Interest
As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look.
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Isaac Sullivan | Jan 12, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Person holding jar of coins with a 'savings' label
Isaac Sullivan | Jan 11, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Isaac Sullivan | Dec 18, 2023

What does 2024 have in store?

Inflation
Investments
Economy
Interest
As we enter the final weeks of 2023, let’s take a moment to review some of the year's major market and economic trends.
Read More
Man reading newspaper next to laptop and phone
Isaac Sullivan | Nov 16, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
Couple walking in a field with the ocean in the background
Isaac Sullivan | Oct 27, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Set of keys beside miniature house
Isaac Sullivan | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Business page of a newspaper
Isaac Sullivan | Sep 29, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Grandmother with child
Isaac Sullivan | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Isaac Sullivan | Aug 30, 2023

Navigating Anxiety on the Path to Financial Success

Education
The Anxiety-Financial Success Connection
Read More
Isaac Sullivan | Aug 29, 2023

How High Will Interest Rates Go?

Investments
Inflation
Interest
How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Let’s discuss.
Read More

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Ellensburg WA 98926

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