Spokane
835 North Post, Suite 102
Spokane, WA 99201
509.325.2003
Seattle
583 Battery St, Suite 3603
Seattle, WA 98121
206.502.0530
Weekly TEN
It’s OK if you're Skeptical
June 24, 2021
Our process and client experience IS very different, and it’s not uncommon for some people to be hesitant at first. But it’s also very common that by the end people are expressing their excitement at their new found clarity and for finding a type of firm “they didn’t know existed."
We Want to See You
June 17, 2021
Our primary agenda with our new office is providing a space for good people to get together. We are so excited to see clients embracing their “clubhouse” and welcome any of you to reach out and find a time to come say hi. It’s a special place.
Is Inflation Forever?
June 10, 2021
As usual, the media oversimplifies things - while also using words/concepts most people don’t understand. What does transitory vs structural inflation even mean? And more importantly, what does it mean for things you want to buy?
The Pain of a Forty-Year High
June 3, 2021
Needing your money to compound isn’t just about retirement, it’s also about continually growing your purchasing power for the needs that may come up along the way – especially during inflationary times such as these.
Financial Freedom vs. Financial Independence
May 27, 2021
Define your financial goals in terms of what you’d like the independence to DO, as opposed to in terms of what you’d like freedom FROM. You’ll find many of the same activities feel very different depending on whether you view them as something you have to do, or choose to do.
The Impact of Culture
May 20, 2021
Lots of people say they value it, but what do they do to show it? It has been so exciting to see our team embrace the new space. Particularly, how that improved morale is resulting in incredible work with and for our clients.
Contentment vs. Peace of Mind
May 13, 2021
Mindset matters and contentment is a real place I’ve seen people achieve vs. “peace of mind” which often applies “perfection.” Contentment isn’t perfect or without any worry, but it is an achievable place where goals are realized and a lot of happiness can be found.
Emotions - Lessons Learned from a New Advisor
May 6, 2021
“Just because the math works, doesn’t always mean the plan will work” – that requires marrying the math with one’s emotions. The challenges may come in the form of market volatility, family needs or spending limits, but regardless they are better overcome with a good partner.
The Mis-prioritization of College
April 29, 2021
We all make many decisions on a gut level without a process. The problem with that is many “good” choices, may not be the “best” choice to help us live the lives we want both today and tomorrow. Do you not only understand your priorities but have you ranked them? Do you understand how to balance them to avoid “bankrupting” one of them? Don’t wait to be sure.
Battle of the Titans
April 22, 2021
Godzilla vs. Kong makes for better box office, but the battle between inflation, deflation, and how it will impact your life is worth “tuning” in to. Do you know where things stand? Do you know how to prepare your portfolio? These are the types of under the radar questions we make sure our clients are prepared for.
More Tax Basics With “Mr. Rogers”
April 15, 2021
TEN’s Jon Heideman addresses commonly asked questions around taxes ranging from when you may need a CPA to what you might be entitled to from the IRS.
Benefits of Tax Deductions vs. Tax Credits
April 8, 2021
A quote from the great Bill Murray is, “the best way to teach your kids about taxes is by eating 30% of their ice cream.” Though it is a good lesson for kids, the reality is there are ways to minimize your taxable liability through allowable deductions and credits in the tax code. Check out this week’s commentary about the terms and ways to help reduce tax exposure.
Relationship - As We See It
April 1, 2021
Some people ask "why are you willing to be so open with your clients and community?" There are many reasons, one is that so many clients become good friends, and another is so they know firsthand the ways that we can relate to the successes and struggles of life that we often walk with them through as well.
The Real Reason Growth is Critical
March 18, 2021
“Tangible” things like services, tech, and scale are all important byproducts of growth, but the real key but are the “intangibles.” A “growth mindset” leads to creativity, a genuine service mentality and desire to be great that then permeates all one does
What keeps you in-line?
March 11, 2021
Safeguards are smart for all of us, especially for emotional endeavors like investing. We have emotions too, but we have built processes and have a degree of accountability in the form of colleagues and clients that is key to keeping on track. Do you?
Avoiding the Emotional Pitfalls
March 4, 2021
Who are the people around you that are helping you thinking things through, holding you accountable, and challenging some of your positions to ensure you stay on track?
Perfect Effort vs. Perfect Outcomes
February 25, 2021
Don’t lose sleep, or beat yourself up too much, over things you cannot control like the market – especially if the “opportunity” would have meant abandoning your process and plan.
Don’t Fear Media Narratives
February 18, 2021
Be careful of letting media narratives, like all the talk of “bubbles”, lead you a false understanding. There is no real definition of bubble, it's a general term for a very diverse market and may or may not have anything to do with what you hold, your plan or your timeline. Keep the focus on your story
Regrets
February 11, 2021
Investing is tough enough, don’t lose time and energy on “could’ve, would’ve, should’ve.” Are you learning and evolving your process or simply lamenting not being able to predict the future?
No Easy Path to Success
February 4, 2021
There’s always a temptation to chase a get rich quick scheme (e.g. Gamestop) or panic (see last year’s market lows in March), but there are many “sneakier” emotional traps that can get you off track - acknowledge them and build a process to keep them at bay.
Starting With You
January 28, 2021
A number of years ago, our firm made a very conscious decision to formalize our long-standing focus on getting to know our clients into concrete steps in our planning process. While the industry continues to start with numbers and fit your story into those numbers, we start with you and work the numbers to empower your journey - its makes all the difference.
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