In this quarter’s Wealth Management Insights video, "Impediments and Benefits of a Current Estate Plan," Mary Lago, CFP®, CTFA, explains that although people often delay estate planning due to common psychological and practical barriers, creating a thoughtful, up-to-date plan provides significant benefits.

The 152nd Kentucky Derby is being run this Saturday, and earnings reports are coming in like Secretariat in 1973. Roughly 60% of the S&P 500 companies have reported to date and results so far have been strong.

In this quarter’s investment strategy video, "Assessing the Shocks," George Hosfield, CFA, explores how the market has developed in 2026 due to factors such as interest rates and inflation.

Aside from the three-week extension of a brittle ceasefire in the Middle East, the news this week was focused on SpaceX’s pre-IPO filings, Kevin Warsh’s Congressional testimony, and blowout earnings among semiconductor companies.

Fifty years is a long time for a company to stay in business. For those in the technology industry, it’s an eternity. Entire categories have been born, scaled, and rendered obsolete in less than a decade.

Jason Norris, CFA, was on KOIN AM Extra to talk about SB 3 and financial literacy.

The 2026 Washington State Legislative Session was quite active for a short 60-day session. Despite the short session, multiple changes were made regarding the Business & Occupation tax, Sales tax, Estate tax, and Capital Gains tax.

As expected, the March inflation report came in hot. Consumer Price Index (CPI) rose 0.9% month over month and 3.3% year over year - the largest monthly move in nearly four years.

While headlines remain dominated by geopolitical developments and ongoing conflict abroad, a steady stream of economic data continues to provide valuable insight into the U.S. economy’s underlying health.