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Next Generation Education Curriculum

Culture and Values | Optimism | Planning

At Tschetter Group, our mission is to give people optimism about life and money. As we’ve pressed into this mission, we’ve learned one of the most important components of inspiring optimism is to give people confidence in every financial decision they make. As the world evolves around us and we continue to get inundated with…

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Markers

Culture and Values | Market Content | Optimism

“To be a consistent winner means preparing not just one day, one month, or even one year – but for a lifetime.” -Bill Rodgers, Four-time winner of the Boston Marathon As I begin writing this, waves of runners are launching headlong into a rain-soaked beast of a marathon course in Boston.  From its first running…

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Congratulations to Nathan!

Culture and Values | Optimism

We are so proud to announce that Nathan Mumford has completed the rigorous three year process of earning his Chartered Financial Analyst® (CFA) designation.   Nathan’s dedication and commitment to his craft earning this prestigious designation is truly commendable. The CFA designation is widely recognized as the gold standard for investment professionals globally, and it…

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What Matters Most

Culture and Values | Market Content | Optimism | Planning

“A wealth of information creates a poverty of attention.” -Herbert Simon, Artificial Intelligence (AI) pioneer This quote was buried in an article I read last month related to the launch of ChatGPT, an AI-driven chatbot that has received its fair share of media attention.  For those of you curious about what it means for the…

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Welcome Travis

Culture and Values | Optimism

Fall Greetings!  Was great to see many of you last week for our open house.  Like we shared there, it was less about the new office and more of an excuse to get together as friends and introduce some of our new team members. On that front, wanted to take the opportunity to formally introduce…

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Welcome Peter

Culture and Values | Optimism

Greetings!  We hope this finds you and yours doing well as we close out August and head into the Labor Day holiday weekend. First, we want to share the exciting news that Peter Jacobs has joined the Tschetter Group team!  Peter adds significant strength and depth to our investment management expertise, bringing his seasoned hand…

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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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Congratulations to Pascale!

Culture and Values | Planning

Tschetter Group is proud to announce that our Associate Financial Planner, Pascale Dumesnil 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…

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Heroes in Life to the Full

Culture and Values | Market Content | Optimism

These last two years have been a lot to navigate and it’s made one thing we’ve long known crystal clear: we are not the heroes of the Tschetter Group story.   There are many hero stories we could tell from nearly fifty years in this business. And it’s true, many heroes are unsung. In time, and of…

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