Articles
Financial Planning / Wealth Management / Tax and Estate PlanningYou Received an Inheritance: Now What?
|Read MoreChances are that every person, at some point in their life, will receive an inheritance. It could be small; it could be big. It could...
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Non-Profit Management
Evaluating Nonprofits: A Checklist for Smart Giving
|Read MoreJim Sinegal, the founder of Costco, claimed he could tell the difference between a good Costco store and a great one within twenty feet of...
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Financial Planning / Wealth Management
In Pursuit of Retirement Bliss
|Read MoreAfter reading last month’s blog post on return to office, it occurred to me I’ve had more clients retire since Covid than I’ve had in...
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Market Commentary
Office Real Estate: Opportunity Amidst Challenges?
|Read MoreCOVID has irrevocably altered work habits, ushering in a new era of flexible work policies that were previously unthinkable. The evolution in how we work...
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Non-Profit Management
2023 Annual Philanthropy Report
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Financial Planning / Tax and Estate PlanningOne Bite at a Time
|Read MoreThose of us in the Pacific Northwest live under the regular threat of a major earthquake and forest fires. We are told regularly to be...
