Tschetter Blog
Islands of Coherence
“I think 99 times and find nothing. I stop thinking, swim in silence, and the truth comes to me.” – Albert Einstein (commonly attributed) Pause. Breathe. What comes next? Home stretch of 2025, and already a quarter century into the new millennium, we trust this letter finds you and yours healthy and well. Markets and…
From Estate to Education: What the OBBBA Means For Your Wealth Strategy
On July 4th, President Trump signed the One Big Beautiful Bill Act (OBBBA), marking the most significant tax code change since 2017. The bill is far-reaching, with changes spanning estate planning, business ownership, education, retirement, energy, and healthcare. While we’re still reviewing the full scope of the legislation, we’ve highlighted a few of the most…
Important Update: Washington Estate Tax Changes
We want to make you aware of a significant change that may impact estate planning for many Washington residents. Yesterday Governor Ferguson signed into law the largest estate tax increase in Washington State history. While we are still reviewing the full details, we are closely monitoring these changes and evaluating their potential impact on your planning. …
Seasons
“The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffet Spring greetings! This morning’s view of our boulevard reminds me that spring is indeed here, as the newly emerged chestnut leaves provide a beautiful filter for the morning sunlight through their canopy. Quite a contrast to our current season in…
Team Update – Celebrating New Opportunities!
We’re excited to share a team update and celebrate Kelli Porter, Ailyn Castillo, and Eli Gripp as they step into new roles at Tschetter Group. Kelli will be joining our leadership team in the newly created role of Director of Planning & Service. In her five-plus years with Tschetter Group, Kelli has been instrumental in…
Holding Steady
The stock market, as represented by the S&P 500, began 2025 on a positive note advancing nearly 5% through mid-February and hitting an all-time high of 6,147. The market then proceeded to enter correction territory (defined as a 10% decline from the most recent peak) through March 13th. We recognize this downturn caught many off…