Tag Archives: balanced portfolio

News Tribune column for February

Views differ on direction of markets through 2010.
Were the 2000s really a lost decade for investors? Continue reading

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BH&J in The Seattle Times

The Seattle Times does a monthly “Money Makeover” financial planning profile on a local individual or couple. This month, we were chosen to provide a comprehensive financial plan for the couple being featured. We worked with Dave Wilton and Molly … Continue reading

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