Be WELLthy Blog

A Balanced Investment Approach for the Long Haul

Feb 28, 2014 |

In the current low-interest rate environment, and in light of market volatility, many investors have embraced high income‐oriented investment strategies.

February 28, 2014 |

Historical Highlights of the Federal Reserve

The federal banking system traces its origins to 1791, when Congress, at the urging of Alexander Hamilton, established the First Bank of the…

January 13, 2014 |

Planning College Costs

The cost of college continues to present a financial challenge for families, planning when kids are in primary school better prepares families.

December 13, 2013 |

Liability Immunization: Bringing Institutional Asset Allocation to Individual Portfolios

The goal is to protect 10-15 years of our clients’ cash needs to allow the growth-oriented assets ample time to ride out short-term…

December 13, 2013 |

Considerations for Long-Term Care Planning

By having thoughtful conversations now, we can hopefully minimize the impact of long-term care costs for you and your loved ones in the…

December 13, 2013 |

Ethical Wills: A Legacy of a Life Richly Lived

While most of us already understand the importance of a legal will from an estate planning perspective, how does ethics factor into this…

December 13, 2013 |

Finance Principles for Children

We've developed a “Finance 101” curriculum to encourage young adults to start considering the benefits of saving and investing.

September 30, 2013 |

New Location for Seattle Headquarters

The company has purchased a building in Belltown to accommodate recent and future employee growth and to provide a better experience for clients.

July 27, 2013 |

Bond Basics

Understanding bond basics helps you avoid emotional investing mistakes during times of market change and volatility.