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 Wealth Insights
Traditional 60/40’s Diagnosis – “It’s Reasonably Dead.” PART II – The Solutions
June 18, 2021
This week we do a quick refresher on the way the traditional retirement portfolio is in deep trouble, and then share some key concepts/solutions that can help investors get to a better place.
Traditional 60/40’s Diagnosis – “It’s Reasonably Dead.” PART I
June 11, 2021
As we bring on new clients, and even chat with some advisors, we continue to see lazy portfolio construction based on what’s been, not what will be. Inflation is here for a while, as are insufficient traditional bond yields, which means many retirees are going to get hurt if they don’t adapt their plans.
Making Your Money Count
June 4, 2021
This week Dave discusses an often-overlooked aspect of Social Security – how are your benefits taxed?!
Insights Into the New State of Washington Long-term Care Tax
May 28, 2021
New LTC Tax coming January 2022-What is it, how does it affect me, and what are my options?
The WHY Behind Our New Office, Your New Clubhouse
May 21, 2021
Tim and Jake finally follow up with a sequel to their goodbye video from our old space, with a welcome video to introduce you to our new office. The video highlights some of the unique spaces, the purposes behind each – and how we believe they’ll lead to an enhanced client experience.
The Actual Dangers of Inflation
May 14, 2021
We discuss the press’ latest attempts to get investors to panic, this time it’s inflation, and walk you through some reminders of the normalcy of volatility, the actual dangers posed by inflation and how to navigate them both.
5 Lies About Money People Believe
May 7, 2021
We discuss five common “lies” people believe about money that keep them from living their best life and achieving genuine contentment.
Meet Our New Teammate - Jon Heideman
April 30, 2021
In this week’s video we introduce you to Jon Heideman, one of our newest colleagues. Jon is a very exciting addition to the team, as you’ll see, both for his tremendous experience and talent, but also his fun personality.
Money, Marriage & Mistakes to Avoid
April 23, 2021
This week we discuss the importance for married couples to BOTH engage in the planning process from a meaningful conversation of their top priorities, dream and fears to the trade-offs necessary to achieve them and how an advisor can play a critical role in coming alongside couples as they do.
Balancing Your Risk Tolerance & Risk Budget
April 16, 2021
In a week that saw disgraced financier Bernie Madoff pass away, we discuss the importance of defining BOTH one’s risk tolerance and risk budget to build a solid plan to help avoid the temptations brought by greed and fear that make such monsters possible.
“Mr. Rogers” Talks Taxes
April 9, 2021
As we all know, this has been a crazy year. With this, Congress and both Administrations, have enacted a few laws to help America weather the storm and update certain standards over the last year. There has been the “CARES Act,” the “SECURE Act,” and the “American Rescue Plan” that may have impacted you. Check out this week’s commentary for more information from our very own Jon Heideman aka “Mr. Rogers.”
A Price to be Paid
April 2, 2021
This week we discuss some of the “prices that must be paid” to be an investor, most notably embracing volatility and change for what lies ahead – along with outlining some of the common reasons investors and advisors fail to do so.
10 Reasons to Update Your Will
March 26, 2021
Over the last few weeks we’ve been discussing items Beyond The Portfolio. This week I’ll cover 10 reasons that might prompt you to take a look at your will and see if it needs to be updated.
What Type of Bucket is NOT What’s in Your Bucket
March 25, 2021
We run-through a common confusion for many investors in an industry with many new terms. Which of these are simply the buckets that hold your wealth, what items are actually your investments, and how do they work together to build your wealth?
Value...it's more than just your 'account balance'
March 19, 2021
Many individuals determine the "value" they are receiving based on their account balance. While return is important when it comes to our business, we explore lesser-known areas to provide additional value in your financial house. At the end of the day, it is not how much you make but rather how much you keep.
The Last Year
March 12, 2021
We look back at where things stood a year ago with the declaration of a pandemic and a market in meltdown to both remember how far we’ve come and glean some helpful reminders as we move forward.
Understanding the Usefulness of Past Performance vs. Past Experience
March 5, 2021
We help explain this week’s “panic” and put it in some context, while also explaining not only are most people’s fears unnecessary but how some simple shifts could make a big difference.
Apophenia, Armageddon or AR-MAG-“A”-DDON?
February 26, 2021
Calls for Armageddon and market crashes grow (as fantasy patterns appear); are they justified? And what would you do if they were?
War of the Worlds
February 19, 2021
Tim and Brian walk through the five key aspects of how we select funds/managers for portfolios here at TEN Capital.
What Makes Us Different...Matters
February 12, 2021
Tim and Jake discuss one key aspect of what makes TEN so different, and how we approach relationships is so critical to helping people achieve their dreams.
From Pandemonium to Process & Positivity
February 5, 2021
Tim and Brian walk through our investment process here at TEN, specifically as it relates to how we think about allocating a portfolio to sustainably build and maintain wealth over time.
No More Fun and Games(top)
January 29, 2021
We breakdown the details around the headline grabbing story involving Gamestop and the battle between a group of Reddit users and multi-billion dollar hedge funds; as well as the discuss some key takeaways for serious investors.
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