Quarterly Economic Update

In this Q1 recap: Global financial markets rattled by the Russian invasion of Ukraine. Inflation pressures rise as oil prices surge and supply chains become further stressed. The Federal Reserve is taking its first steps toward monetary normalization. A review of Q1 2022 THE QUARTER IN BRIEF Financial markets abhor uncertainty, and Russia’s invasion of […]

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From the Desk Of Kelli…

Sometimes You Just Have to Get on The Floor! There are so many things I SHOULD be doing that I don’t. Every day I receive reminders of these through my different morning readings and if allowed could really drag me down and reinforce my negative self-talk. Today was no different but the reminder was my […]

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Now Hiring

Job Posting Longevity Wealth Job Description: Client Service Associate Longevity Wealth is a unique Financial Planning Firm in North Bend that is looking to hire a part time contract employee. We have a small office in downtown North Bend with an excellent and supportive work environment.  We assist clients in many areas of their financial […]

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Make data privacy a priority in 2022

TECHNOLOGY AND INNOVATION As our lives become more digitally integrated, our data becomes more valuable. Often, data collectors say that the vast amount of information they take in is tightly secured or anonymized before it is packaged and resold. However, MIT researchers discovered in 2018 that individuals could be identified by combining two anonymized data […]

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From the Desk of Kelli…

The work I do is hard! I am currently enrolled in a class and found the below information in the course content. It struck a chord as I often find it difficult to explain to prospective clients the risk posed in self-managing or poorly managing wealth during the “decumulation period”. Are you setting yourself up […]

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Outlook for 2022

It’s a new year, full of new possibilities for what may lie ahead. By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets last year will play a role again in the year ahead. COVID-19 […]

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From the Desk of Kelli…

How I will be remembered…a reminder from Sidney I am probably going to weird some folks out with this note but here I go… When I began in the risk business of long-term care, at the age of 22, I would take the ferry over to Bremerton Washington to train with a gentleman who had […]

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Quarterly Economic Update

A review of Q4 2021, Presented by Kelli Young In this Q4 recap: U.S. economy confronts a new COVID-19 variant amid continuing inflation and supply chain bottlenecks. Europe institutes new social restrictions in response to a surge in Delta and Omicron variant infections. Investors turn cautious as uncertainties increase. THE QUARTER IN BRIEF The stock […]

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