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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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Introducing Pascale: in her own words

Culture and Values | Planning

A soccer game isn’t much different than building a portfolio or financial plan. Some may be reading this and thinking wow, that’s a stretch, but please allow me to explain. Preparing for a soccer game consists of strategizing and picking your players who will hopefully bring the best performance on a certain day. Our coaches…

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Generosity and Donor-Advised Funds

Culture and Values | Optimism | Planning

Good Morning and Happy Friday! A couple weeks ago we touched on what an extraordinary year 2020 was for many different reasons. Of particular note has been the extraordinary “rise to the occasion” of you, our clients and friends of the firm, as many have stepped forward with generosity and care for others. Despite all…

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Stay Calm & Survive Tax Season

Culture and Values | Planning

Greetings! Life seems to always pick up the pace in the month of February. For us, we start thinking about all of the appetizers we plan on eating when watching the Super Bowl (we won’t tell you our pick!). It is also when we start thinking about taxes. While not the most glamorous topic we’ve…

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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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