Be WELLthy Blog

Revisiting Core Investment Principles in Times of Uncertainty

By Brian Tall | Feb 24, 2022 |

Our principles can be applied over and over in similar circumstances, acting as beacons that guide our actions when faced with difficult choices in uncertain times. Our…

February 22, 2022 |

Investing in the Future One Student at a Time

How Seattle entrepreneur Dan Eramian is using his wealth to boost student achievement at the oldest high school in the U.S.

February 17, 2022 |

Should Bondholders Be Afraid of Rising Interest Rates?

When it comes to investing, simplified rules of thumb (e.g., sell bonds when interest rates are about to rise) are unlikely to yield…

February 14, 2022 |

3 Approaches for More Meaningful Estate Planning

Estate planning is more than just drafting a will. It’s knowing your values, your intentions, and your vision for the future.

February 05, 2022 |

How We’re Helping Women Live a Richer Life

What’s driving the gap between a future where women will control most of the nation’s wealth and the present reality in which very…

January 27, 2022 |

Applying for an Exemption to Washington State’s New Long-Term Care Tax

You may qualify for an exemption to the WA Cares Fund LTC tax, potentially resulting in thousands of dollars in annual savings.

November 29, 2021 |

Your Guide to Money Management in a New Marriage

With this guide, you're ready to combine finances before marriage and move forward in your relationship with a team approach to money.

November 24, 2021 |

Help Aging Parents Prepare for Their Shifting Needs

Nearly 70 percent of Americans ages 65 and older will eventually need long-term care, often at an exponential cost.

November 11, 2021 |

Five Steps to Decide Between Competing Job Opportunities

Use this guide as a roadmap to navigate competing job offers so you can accurately evaluate the entire package and act accordingly.

October 26, 2021 |

Bitcoin Futures ETFs Start Trading, But Buyer Beware

For investors who are looking for exposure to cryptocurrencies, an ETF might seem like the ideal solution. But it's not so cut-and-dry.