Be Wellthy Blog

7 Principles of Comprehensive Wealth Management

Feb 13, 2015 |

There are several effective ways to manage your wealth, from reducing internal expenses to practicing broad diversification. Check out our article in Seattle Magazine for some tips…

January 22, 2015 |

5 Tips to Keep Your Resolutions on Track

It’s not that “being a better person” is not an admirable goal, it’s just that it’s a hard thing to define and even harder…

November 25, 2014 |

Money Messages for Parents and Children

We recognize the importance to our clients of raising responsible children and communicating with them about money in healthy ways.

September 23, 2014 |

How Much Do You Spend? Tips to Manage and Monitor Cash Flow

Whether you’re retired or still working, the ability to understand your cash flow is essential.

September 09, 2014 |

Three Retirement Planning Strategies for Young Adults

As a young person, it is important to recognize that you are in a unique position to set yourself up for long-term financial…

July 31, 2014 |

Challenges Involved in the Selection of Investment Managers

The U.S. mutual fund industry comprises a vast universe of investment strategies that reflect a diverse range of philosophies and approaches.

June 14, 2014 |

Bear in Mind?

The yield on 10-year treasury notes has risen from 1.47% in June of last year to 2.22% recently, prompting many to wonder if…

June 13, 2014 |

The Irrelevance of Dividends

After reporting staggering sales and profit numbers for the recent holiday quarter, Apple recently became the most valuable company in the world, with…

June 01, 2014 |

Five Ways to Minimize Your Risk for Identity Theft

With identity theft, someone wrongfully obtains and uses another person’s personal data in a way that involves deception, typically for economic gain.

May 27, 2014 |

Is Now the Time to Sell?

With the market posting new highs, many investors are wondering whether now would be a good time to take profit. The answer is…