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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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Market Turbulence

Market Content | Optimism

Even if well telegraphed by regular news coverage, yesterday’s invasion of Ukraine by Russia has introduced new uncertainty into the market environment, causing some near-term turbulence. We thought it worth sending a quick note.   While it would be nice to avoid them altogether, first we’ll just offer the reminder that periods of market pain and…

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Curiosity Saved The Cat

Market Content | Optimism

  “The important thing is not to stop questioning. Curiosity has its own reason for existence.” Albert Einstein   Well, this past year may have been a step up from 2020, but we’re not quite out of the soup yet.  It’s more than reasonable that folks are feeling a little worn out by the constant…

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Net Unrealized Appreciation (NUA)

Planning

For those of you that have accumulated employer stock within your employer-sponsored retirement plan, you have a few different options when you’re eligible to take a distribution from your plan. Often times when employees leave a company, the best course of action is to roll your company retirement plan into an IRA to continue to…

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Opting-out of the Washington LTC Cares Act

Planning

For those who have a private long term care policy in place and want to opt-out of the WA Cares Act, below are instructions on how to do so. The payroll tax officially starts on January 1st 2022 so it is critical that you opt-out before year end. Please keep in mind that once you…

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Confidence Without Certainty

Market Content | Optimism

“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.”  – Ian H. Wilson, former GE executive Uncertainty, or risk, isn’t a bad thing.  It is simply the reality that any given situation has more than one potential outcome,…

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