2024 Year-End Insights & 2025 Outlook As 2024 draws to a close, we want to help you tie up loose ends, meet important deadlines, and set the stage for a successful year ahead. Below, we’ve outlined key financial dates and updates to keep in mind as you finish the year strong and prepare for 2025.…

The United States of America has survived another presidential election, and we are confident in the smooth transition of power come January.  Most domestic stock market indexes (e.g., the Dow Jones, S&P 500, Russell 1000, etc.) are trading near all-time highs and continuing their upward movement seen over the past two years.  As we opined…

Was That a Speed Bump or Sink Hole? In just 14 trading days from mid-July to early August, the S&P 500 sold off over 8%. Although periods of negative returns never feel good, market corrections are inevitable and part of the process of achieving attractive long-term returns. It is times like these that remind us of the importance…

Forty Thousand. That’s the level the Dow Jones Industrial Index passed last week—an all-time high. The S&P 500 is also at record levels. All seems good. Maybe too good. The stock market, as defined by either the Dow Jones Industrial Index or the S&P 500, seems to push higher on a weekly basis. This may lead to complacency and…

Every few years, we find ourselves inundated by presidential election-related news, noise, and campaign ads. It can be a deafening drumbeat of scare tactics, exaggerations, and unattainable promises, all aimed at swaying voters one way or another. In the last presidential election cycle (2019-2020), the Federal Election Committee reported that presidential campaigns spent $4.1 billion,…

As we bid farewell to January, we hope your month was filled with positivity, productivity, and perhaps a few moments of well-deserved relaxation. As part of our commitment to providing proactive service, we want to take this opportunity to give you an update on the timeline for tax documents, deadlines for retirement contributions, and RMDs…

Big news – we moved! We are excited to announce that we have officially moved to a new Bellevue location a few blocks away. Our new office is more spacious, has plenty of drive-up parking, and creates a more comfortable environment for your visits with us. Our new location is: 2155 112th Ave NE Bellevue, WA…

Hello and Welcome to Summer (right on schedule for Seattle as our summer weather typically doesn’t turn up until after July 4th)! I recently returned from a beautiful trip over the first part of June to hike with my daughter for eight days through the Bernese Oberland region of Switzerland. My daughter graduated last month from…

You may have heard a new voice answering your calls over the past few weeks. We recently added a new teammate to your Tschetter Group roster. Please join me in welcoming Alden Gwinn as our Client Service Associate. Alden brings joy and excitement in working with people with careful attention to detail and a heart to serve…

Tschetter Group is proud to announce that our Financial Planner, Kelli Kingma, has passed the CFP® examination and will soon be applying for her CFP® certificate. The CERTIFIED FINANCIAL PLANNER™ certification is largely considered the highest standard in financial planning. It is a rigorous process that requires each advisor candidate to satisfy educational and experience-based…