The Week in Review: December 13, 2021

These five year-end tips could help you reduce your tax burden.

Stordahl Capital ManagementDecember 13, 2021

The Week in Review: December 6, 2021

A new COVID variant dampened investor enthusiasm, and Fed Chief Powell retreated from his stance that inflation is transitory.

Stordahl Capital ManagementDecember 6, 2021

What All Financial Advisors Should Do (but Don’t): Analyze Your Financial Risks

Your financial advisor should help you evaluate risks to your livelihood and lifestyle and determine insurance types to help safeguard you and your family.

Insurance PlanningBill StordahlDecember 1, 2021Long-Term Care, Health Care, Disability, Life Insurance

The Week in Review: November 22, 2021

As the fourth quarter gets underway, early reports suggest a pickup in GDP activity.

Stordahl Capital ManagementNovember 22, 2021

What All Financial Advisors Should Do (but Don’t): Review Your Debts

Here’s how a proactive financial advisor should help you review, manage, and pay off your debts.

The Week in Review: November 15, 2021

Is inflation as transitory as the Fed says it is?

Stordahl Capital ManagementNovember 15, 2021

Six Financial Best Practices for Year-End 2021

Here are six steps to help fine-tune your finances before year-end.

Bill StordahlNovember 8, 2021

The Week in Review: November 8, 2021

We look at what job growth and job layoffs tell us about the economy.

Stordahl Capital ManagementNovember 8, 2021

The Week in Review: November 1, 2021

A drop in consumer spending helped lead to a slowdown in GDP growth in the third quarter.

Stordahl Capital ManagementNovember 1, 2021

What All Financial Advisors Should Do (but Don’t): Monitor Your Estate Plan

Your financial advisor should help ensure you estate plan reflects your wishes and goals, and monitor it for updates and tax opportunities.

Estate PlanningBill StordahlNovember 1, 2021Financial Planning, Legacy Wishes, Estate Taxes, Tax Reform

The Week in Review: October 25, 2021

How earnings season and the movie “Groundhog Day” are similar.

Stordahl Capital ManagementOctober 25, 2021

The Week in Review: October 18, 2021

Why weather down markets? Because market timing is usually a losing endeavor.

Stordahl Capital ManagementOctober 18, 2021

What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns

If your financial advisor isn’t regularly reviewing your tax returns, you may miss out on ways to optimize your finances and reduce your taxes.

Are You Confused About Investment Costs?—Part 2: Custodian/Brokerage Costs

As an investor, whenever you’re led to believe you’re getting something for nothing, your best bet is to assume the opposite.

Bill StordahlOctober 11, 2021

The Week in Review: October 11, 2021

The large number of job openings appears to be hampering economic growth.

Stordahl Capital ManagementOctober 11, 2021

Are You Confused About Investment Costs?—Part 1: Fund Management Fees

To understand what your investments really cost you, start with the fund management fees.

Bill StordahlOctober 4, 2021

The Week in Review: October 4, 2021

Things have gotten a little bumpy. We offer insights into what’s been happening behind the scenes.

Stordahl Capital ManagementOctober 4, 2021

What All Financial Advisors Should Do (but Don’t): Analyze Your Social Security Benefits

Financial advisors sound alike and charge similar fees. In this series, we explore important differences, starting with Social Security analysis.

The Week in Review: September 27, 2021

The Fed hints it will begin winding down its $80 billion in monthly bond buys.

Stordahl Capital ManagementSeptember 27, 2021

The Week in Review: September 20, 2021

Does the new CPI data indicate that inflation is receding, or is it due to COVID’s impact on travel?

Stordahl Capital ManagementSeptember 20, 2021