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Investment Management & Retirement and Wealth Planning
 

People & Places We Like

Stronger Families

Doing wonderful work to strengthen marriages and families. My wife and I are board members.


World Vision

One of the World’s influential and most impactful charities, doing good for many people. I have been part of their World Vision FAN (financial advisors network) for many years and have worked with their board.


Issaquah Salmon Days

One of the largest community festivals on the West Coast. First weekend of October. Loads of fun!


Puget Sound Blood Center Swim for Life

Swim across Lake Washington to raise money for the PSBC. Our firm has sponsors a team each year. Great fun, and a wonderful party after you finish the swim!


US Master’s Swimming

Swimming is very popular, many people swim for fitness and/or competition. USMS supports and organizes meets and competitions for masters swimmers at the local, regional and national levels, and promotes swimming for fitness. Great fun and very nice folks.


Hyde Drift Boats

Hyde is the pre-eminent drift boat manufacturer in the US. I am a former Hyde US Pro team member, and have owned several Hyde’s – they are a joy to float a wild and scenic river on and to fish from.


Bloomberg

Top site for financial news


Google Finance

Top site for financial news


US Federal Reserve

Economic data direct from the US Federal Reserve Bank economists



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