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Recent Tax Legislation Could Impact Your Estate and Investments On May 20th, 2025 Governor Bob Ferguson signed Senate Bill 5813 into law, ushering in major tax changes that may affect high-net-worth individuals – especially retirees managing significant investment portfolios or planning for legacy wealth transfers. Capital Gains Tax: An Additional Surcharge on High Gains Washington…

How to prepare for, live through, and come to love Bear Markets! The close of 2024 is fast approaching, and what a great year it’s been for equity values! Major market indices are up over 25% as of this writing, which is well above the long-term 10% average annual growth. With that good news in…