From the Desk of Kelli…

FINANCIAL JOURNEYS Raymond James Making good financial decisions can get harder as you grow older. Have you ever gone grocery shopping and left with everything except the one item that made you go in the first place? Did you ever frantically search for your reading glasses, only to find them atop your head? (Click on […]

Read More

From the Desk of Kelli…

ADV: February market review Though the shortest month, February was long on optimism. Vaccinations increased in pace, and market consensus seems to be coalescing more around the idea of a strong economic rebound this year. Continuing accommodative policy from the Federal Reserve (the Fed) and the expectation that Washington will produce another round of fiscal […]

Read More

From The Desk Of Kelli…

Good morning! My Business Partner Chantal, AKA “Rock Star”, sent me a message last week about a wonderful opportunity to volunteer, from the safety of your home.  This opportunity caused me to take a pause, letting my mind wander about the gratitude I have for those in all sorts of Long-Term Care facilities. My appreciation […]

Read More

From the Desk of Kelli….

Arrange Flowers with Me! Hi there! A hobby of mine is gardening and flowers. It is rare to not see fresh flowers in my home and even more rare that I show up at a home without a vase filled with flowers. This hobby has always been a fun one for me and I was […]

Read More

Raymond James Washington Policy Changes

Good afternoon, and I hope my note finds you well. I have attached our Raymond James “Washington Policy” newsletter which provides an insightful overview of all activities happening in our nation’s capital. This weekly update is helpful to understanding economic and legislative policy changes that are in motion, as well as updates regarding Covid, healthcare, […]

Read More

Financial Planning: 8,000 Days of Retirement

To Join Us for a Retirement WebinarWednesday, September 16, 2020 @ 2:00 pm We invite you to join this Webinar. It is full of good content designed to help us rethink retirement in stages…instead of an event. Instructions on how to attend listed on the invite. – Longevity Wealth RSVP: (425) 688-1900

Read More

Polls vs Stocks: Which Is The Stronger Election Predictor?

Hello:  I have been communicating regularly with you. One of the biggest questions and concerns I continue to hear is… “What will happen to my investments should either party win, and how could this effect my future plans?” Raymond James has some brilliant minds working behind the scenes to keep us, and you educated. I […]

Read More