“Optimism is choosing to interpret reality through the lens that goodness, growth, and repair are more fundamental than decay and failure.” -Unknown   For years, I’ve wrestled with communicating the intended depth of this word “optimism” that’s been part of the core message of Tschetter Group since the beginning.  I’ve bristled against the abstract, motivational-poster…

We want to make you aware of a potential tax development in Washington State that may affect some high-income households.  Yesterday, Washington advanced legislation that would create a new state income tax on high earners, often referred to as the “Millionaires’ Tax.” The proposal represents a notable shift in Washington’s tax policy, as the state has historically operated without a broad personal income…

2026 Tax Season Updates & Key Deadlines  As we settle into 2026, we wanted to share important tax season updates and deadlines to help you navigate the coming months with clarity and confidence. Below, we’ve outlined key timelines for tax documents, retirement contribution opportunities, and required minimum distributions (RMDs).  Tax Documents  For the 2025 tax year, Schwab anticipates delivering the initial batch of Form 1099s by the end of February 2026, with additional corrected 1099s posted in March and…

2025 Year-End Insights & 2026 Outlook As 2025 draws to a close, we want to help you tie up loose ends, take advantage of remaining planning opportunities, and prepare proactively for what’s ahead in 2026. Below, we’ve outlined key financial actions, deadlines, and updates to keep in mind as you finish the year strong. Closing…

“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…

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…

  “Creativity is intelligence having fun.” – Albert Einstein   As we close 2024 and look ahead to this new year, our team is immensely grateful for your trust and engagement in this partnership journey as we work to cultivate and fulfill your unique intentions for wealth. Thank you.   We’re also happy to report…

2024 Year-End Insights & 2025 Outlook As 2024 draws to a close, we want to help you tie up loose ends, meet important deadlines, and set the stage for a successful year ahead. Below, we’ve outlined key financial dates and updates to keep in mind as you finish the year strong and prepare for 2025.…

The United States of America has survived another presidential election, and we are confident in the smooth transition of power come January.  Most domestic stock market indexes (e.g., the Dow Jones, S&P 500, Russell 1000, etc.) are trading near all-time highs and continuing their upward movement seen over the past two years.  As we opined…

“The smallest ripple can start a wave that becomes a tsunami” – Japanese Proverb   “I alone cannot change the world, but I can cast a stone across the waters to create many ripples” – Mother Teresa   It’s hard to believe we’re already staring down the home stretch of 2024, with the holiday season…