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

6 Money Myths That Can Hurt Your Finances

Do you believe any of these money myths? Read this article to find out why they can be so harmful and what you can do instead.

Tax Planning in Turbulent Times—Part 3: Tax-Wise Financial Planning

Your life events offer tax-planning possibilities. We cover some of those events and opportunities.

Bill StordahlSeptember 13, 2021

The Week in Review: September 13, 2021

New statistics show that the number of job openings surged to a record 10.9 million.

Stordahl Capital ManagementSeptember 13, 2021

Digital Assets and Estate Planning: 4 Steps to Take Today

Your probably have more digital assets than you realize. From online photos to Facebook accounts, here are four steps to make them part of your estate plan.

Bill StordahlSeptember 1, 2021

The Week in Review: August 30, 2021

Today’s cycle of supply and demand mimics prior cycles—but with important differences.

Stordahl Capital ManagementAugust 30, 2021

Tax Planning in Turbulent Times—Part 2: Tax-Wise Investment Techniques

In our second tax-planning installment, we cover important tax-wise investment techniques.

Bill StordahlAugust 16, 2021

The Week in Review: August 16, 2021

Amid a surge in COVID cases, stock indexes hit new highs last week.

Stordahl Capital ManagementAugust 16, 2021

What You Should Know Before You Buy Extended Warranties

Extended warranties aren’t always the money saver they can seem to be. Read this article before you buy your next extended warranty.

Financial PlanningBill StordahlAugust 16, 2021Extended Warranties, Appliances, Electronics, Automobiles, Savings