Monthly Archives: February 2010

The Paradox of Choice

In an ideal world, your life goals and financial resources would lead you down a path where you have to choose route A or route B from time to time, but, for the most part, the options and expected outcomes … Continue reading

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News Tribune column for February

Views differ on direction of markets through 2010.
Were the 2000s really a lost decade for investors? Continue reading

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Perils of the 401k

Long before the bear market from October 2007 to March 2009, employer retirement plans such as the  401k and 403b, left a lot of investors unfulfilled and disillusioned. The Pension Protection Act of 2006 was meant to improve these plans … Continue reading

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BH&J in The Seattle Times

The Seattle Times does a monthly “Money Makeover” financial planning profile on a local individual or couple. This month, we were chosen to provide a comprehensive financial plan for the couple being featured. We worked with Dave Wilton and Molly … Continue reading

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