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Should You Be An Executor?
Administering an estate and making sure all the i’s are dotted and all the t’s are crossed can be a daunting task. Discover what it takes to be an effective executor so that if you’re asked to be one, you can decide whether the job is for you. Executors’ many duties...
The Lake Chelan Wine Valley
As restrictions lift across the country and in Washington state, restaurants, wineries and tasting rooms are opening again at full capacity. Did you know that Lake Chelan is the third deepest lake in the country? While this may be one interesting reason to visit Lake...
Q3 Quarterly Investment Themes Video
https://youtu.be/T5ur5fWCvuY
Boating Tips to Safely Navigate Busy Fourth of July Festivities Including Fireworks Shows, Group Raft-Ups
The Water Sports Foundation recommends the following tips to maximize boating fun and safety this Fourth of July weekend, and beyond Throughout the country, boaters are expected to cruise to popular gathering spots this Fourth of July weekend with friends and family,...
Financial Experts Caution Biden’s Capital Gains Proposal May Impact Small Business Owners
President Biden is asking Congress for higher taxes on inherited properties. As is being discussed across news channels, this may impact families with more than $1 million in gains. Financial experts recommend estate planning strategies now, to avoid a surprise tax...
Five Critical Wealth Planning Mistakes of Successful Family Businesses
Families who own and manage businesses need to plan carefully and on an ongoing basis to ensure their companies remain strong and their finances remain healthy. Here are some of the big planning mistakes to avoid in your family business. Family businesses are...
Advance Your Wealth – Episode 14 – May Market Update
https://youtu.be/gBbfUjfMFR4
Advance Your Wealth – WA State LTC Tax/Insurance Law – What You Need to Know!
https://youtu.be/A5KNNnKkRpg
WA State LTC Tax/Insurance Law – What you need to know!
If you missed the news regarding the LTC Trust Act, passed in May of 2019, you’re not alone. You might not know much about this tax yet, but it’s going to cut Washington worker’s paychecks by hundreds of dollars each year. The LTC Trust Act, requires a payroll tax for...
Advance Your Wealth – 5 Mistakes of Successful Family Businesses
https://youtu.be/wq8IZtZsarI
10 Tips for Selling Your Business
As a business owner, the last year has been quite a roller coaster, especially if you have been considering the sale of your business over the last few years. Perhaps you had even started the process to go to market before the pandemic only to see the deal fall apart...
Paso Robles Wine Country
By Homer Smith El Paso de Robles, or “The Pass of the Oaks,” boasts an agricultural history that includes barley, almonds and as all wine lovers know, vineyards. Located in San Luis Obispo County, Paso Robles is California’s fastest growing AVA. At approximately...
May Reading List
by Homer Smith Here is a quick glimpse into what I have been reading over the last month! I would love to hear if you have any books, business or not, that you think are must reads! The Automatic Customer – John WarrillowIn talking with business owners over the...
Advance Your Wealth – Episode 13 – April Market Update
https://youtu.be/EH_gzoqXN5I
April Market & Economic Update – Market Struggles to Maintain Gains as Treasury Yields Surge
This blog will serve as follow up to our previously released Q2 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: Stocks recovered from...
Advance Your Wealth – Episode 12 – Business Owners, Is it Time to Sell Your Business?
https://www.youtube.com/watch?v=YmtzZfjVFDA
Business Owners, Is it Time to Sell?
Biden’s tax changes could mean it is time to sell. There’s an iceberg ahead for business owners and it is Biden’s tax changes. The clock is ticking. The window of opportunity is closing. And these hefty...
Advance Your Wealth – Episode 11 – Three Reasons Life Insurance Should Be Part of Your Wealth Plan
https://youtu.be/LL4DxM2MWgg
Three Reasons Life Insurance Should Be Part of Your Wealth Plan
If you’re a business owner, life insurance-based strategies and solutions are a valuable tool if you’re trying to build a sizeable estate and/or to help preserve that estate. As an investor with significant assets, it’s ...
The Importance of Business Valuation
By Homer Smith The daily decisions that go hand in hand with running your own business can be difficult if you do not have all the correct tools in your kit. Knowing the value of your business is critical to proper business planning as well as working towards your...
Advance Your Wealth – Episode 11 – Business Valuation
https://youtu.be/i4Cky_rn8No
My April Reading List
By Homer Smith Reading is something I have always enjoyed, but over the last few years with running my own business and having a young family, I have not found as much time to pick up a book as I would have liked. Growth/development is one of my top values and reading...
Q2 Quarterly Investment Themes Presentation
https://youtu.be/vAXzVZJ2EuI
Q2 Quarterly Investment Themes Blog: Q1 2021 Review and Preview of What to Expect in Q2 2021
This blog will serve as follow up to our previously released Q1 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: The Market...