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Annual Seminar

 

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The Wise Investor Show

Broadcast Live Every Sunday:

The Wise Investor Show

Our team shares their common sense approach to investing.

Market Insight

Market Insight From the Investment Analysis Team

The Perfect Time to Teach Kids
to Become Financially Fit

Annual Seminar Video is now available!

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Where to Start if You Plan to Downsize

By David Mount, Senior Vice President and Portfolio Manager

Downsizing in retirement can be a good move, but don’t automatically expect to double your nest egg. Homeowners in Washington who downsize are likely to benefit from past home appreciation, but more and more sellers want to move into a residence with an abundance of amenities or someplace closer downtown. Before downsizing, you should consider three factors: your vision for retirement, the total financial costs and potential psychological hurdles…Read More

 

Market Insight

Summer Vacation: The Perfect Time to Teach Kids to Become Financially Fit

Contributed by The Wise Investor Group

Summer vacation is nearly here, but your child’s financial education doesn’t need to take a three-month hiatus: Parents can use this valuable time to teach key lessons about earning, spending and saving money. This month’s Market Insight shares ideas on how to teach kids of all ages to become financially fit... Read More
 

 

The Wise Investor Show

The hosts of the Sunday radio broadcast “The Wise Investor Show,” provide listeners with the market insight and tools they need to become better investors. They also deliver a Midweek Update on the topics vital to achieving long-term financial security.

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