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Unhurried

Culture and Values | Market Content | Optimism

“Speed is irrelevant if you are going in the wrong direction.” – Mahatma Ghandi Is it just us, or does everything just seem to move faster these days? We’ve long known the world (and hence markets) to be a noisy place, full of all sorts of things vying for our attention, but our always-on media…

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Celebrating 6! (And Announcing 3 More)

Culture and Values

Last week we celebrated six years as an independent advisory firm. Let us be clear, all our reasons to celebrate come back to the wonderful group of clients and friends of the firm who journey with us, so thank YOU for this milestone! When we set out, we kept one question above all the others: “Can we…

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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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