Be Wellthy Blog

Our 2023 Q1 Investment Update

By Brian Tall | Apr 11, 2023 |

This quarter, we take a look at the market’s reaction to the regional banking scare, as well as inflation and interest rate trends.

April 06, 2023 |

The Layers of Safeguards Provided by FDIC Insurance, SIPC Insurance, and Fidelity

Learn the different protections provided by FDIC insurance, SIPC insurance, and Fidelity.

April 05, 2023 |

The Impact of OneTeam for Kenya

Learn how the $500,000 raised through the OneTeam for Kenya campaign is impacting our global community.

March 28, 2023 |

Honoring Women’s History by Investing in Our Future

Learn about how our recent Community Impact Circle brought together budding and seasoned philanthropists with a shared interest in promoting equity and justice…

March 28, 2023 |

The Overlooked Factor in Bond Returns

Comparing cost basis to current value is not indicative of total return. Some key information is missing from the equation.

March 27, 2023 |

FAQ: Washington State Capital Gains Tax

The new tax, which goes into effect on January 1, 2022, has a rate of 7 percent on an individual’s Washington capital gains.

March 13, 2023 |

In the Wake of Silicon Valley Bank’s Collapse: FAQs and Commentary

Our thoughts on the collapse of Silicon Valley Bank, it's implications on the banking sector, and the broader historical context.

February 28, 2023 |

What are Qualified Charitable Distributions (QCDs)?

Learn how making charitable donations through a QCD can positively impact your IRA withdrawal strategy.

February 23, 2023 |

Key Differences between 457 Plans

Learn the differences between 457 plans and how they can be integrated into your broader financial picture.

February 12, 2023 |

A Guide to Nike’s Employee Stock Purchase Plan

The Nike employee stock purchase plan allows participants to designate up to 10 percent of their eligible pay to purchase Nike stock in…