Be WELLthy Blog

April 04, 2022 |

Homebuyers: Watch Out for Mortgage Closing Scams

Wire transfer fraud has risen sharply in the past few years. The FBI tracked down almost $1 billion from mortgage closing scams in…

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March 22, 2022 |

Five Ways to Maximize Your Health Savings Account

Learn practical ways to boost your health savings account so that future medical costs won’t interfere with your ability to enjoy retirement.

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March 18, 2022 |

Comparing ROI of Robo-Advisors, Personal CFOs

While a robo-advisor can be a suitable option, it’s important to understand the best model or relationship for your financial picture and life…

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March 15, 2022 |

Lessons from Financial Crises that Stand the Test of Time

There are time-tested tenets of investing that not only held true for this past decade but have endured since the dawn of modern…

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March 11, 2022 |

Building Community to Address Racial Justice

The Racial Justice Community Impact Circle helps donors learn, partner within the community, and create strategies to work toward a more equitable society.

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March 08, 2022 |

Benefits of Choosing an Integrated Wealth Management Team

Reduce your tax liability, boost the value of your retirement accounts and assets, and support your future goals, with an integrated team.

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February 24, 2022 |

Revisiting Core Investment Principles in Times of Uncertainty

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

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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.

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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…

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