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Forty Thousand

Market Content | Optimism

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…

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Vote of Confidence

Culture and Values | Market Content | Optimism

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,…

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2024 Tax Timeline

Optimism | Planning

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…

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New Tschetter Group Location

Culture and Values

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…

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The Value of Shared Memories

Culture and Values | Optimism

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…

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Welcome Alden

Culture and Values | Optimism

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…

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Congratulations to Kelli!

Culture and Values | Planning

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…

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Still In This Together

Culture and Values | Optimism

We are still in this together.  Even as we woke to an uncertain election outcome, that’s our overwhelming feeling and encouragement to you this morning. We say this well aware of current reality.  Votes will likely be counted for days still and the courts may even be involved in deciding the outcome.  It’s clear, as…

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Your Story Matters

Culture and Values | Optimism

Greetings! For those of you whom I have not yet had the pleasure of meeting , my name is Amy Burry and I started with Tschetter Group a couple months back. It has been wonderful to meet so many of you either over the phone or by email since I arrived. You have made me feel…

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Welcoming Amy Burry

Culture and Values

Greetings all – Happy Friday and Happy 4th ! We hinted that we’d found someone special when we announced Sheryl’s retirement last month. Well, it’s official, we are now thrilled to welcome Amy Burry to the team and introduce her to all of you! Amy brings passion and drive to the task of caring for clients,…

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