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Demystifying Estate Planning Terms

By Mary Louden, JD, LLM | Sep 28, 2018 |

To help you better understand the nuts and bolts of this area of financial planning, we have compiled a comprehensive glossary of estate planning terms.

September 26, 2018 |

Estate Planning 101: What to Know and How to Get Started

Putting an estate plan in place is an investment of time and money, but is well worth it to ensure that one’s wishes…

September 20, 2018 |

A Day in the Life: Brighton Jones Interns Reflect on Experience and Share Tips

The summer 2018 Brighton Jones internship class discuss their work and share insights they gained about the wealth management industry.

September 18, 2018 |

Why Three Months in Europe Made Me a Better Advisor

I realized that many of the lessons we learned on our trip are applicable to my role as financial advisor and counselor to…

September 18, 2018 |

Impact Investing: Using Your Portfolio for the Greater Good

If you harness the power of the capital markets and embrace a common mission, you can invest both for profit and for a positive societal…

August 23, 2018 |

When It Comes to Your Investment Portfolio, Mow Your Grass

Focus on three factors you can control: Why are you paying so many fees? Where have you invested your portfolio? What tax bracket…

August 20, 2018 |

Coaching and Investing Mindsets: What’s the Winning Formula?

Just as a coach would stand in front of their team, an investor stands in front of the market believing one of three…

August 16, 2018 |

In Good Hands: Q&A on Finding an Assisted Living Community Right for You

One of the biggest decisions facing people in retirement is selecting an assisted living community, a task made more difficult in the absence…

August 08, 2018 |

Is It Worth It? Q&A on College Costs and Student Loan Debt

Crushing student loan debt after graduation means more young adults are delaying marriage and homeownership, with real consequences for the economy.

August 02, 2018 |

Reaching Financial Intimacy: Q&A on Overcoming Money Hurdles in Relationships

Manisha Thakor, CFP®, CFA offers her advice on how to tackle those tough financial conversations you’ve been putting off with your significant other.