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Jodie opened the Fairhaven office in Bellingham 1 year ago to be closer to home & make it easier to walk the trails during breaks.  She started her own practice with Waddell & Reed in 2005.  Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, you may see some other surprise. Glad to have you reading along.

Wednesday, February 24, 2021

Regardless of size, small businesses have many options for employee retirement plans they can offer as part of their overall benefit package. A few weeks back, a friend reached out about a company plan for his growing Whatcom County...

Thursday, January 28, 2021

Stock returns were fairly mixed this week. A slew of corporate earnings were released this week, which revealed many company’s earnings are still impacted by COVID-19. However, President Joe Biden wasted no time his first week...

Monday, November 30, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...

Tuesday, November 10, 2020

A V(accine)-Shaped Recovery As we put the election behind us, we look to 2021 and the future with a new administration. Included with that are fresh ideas and bold new approaches to governing. On top of President-elect Biden’s...

Tuesday, April 21, 2020

Yesterday saw the price of crude oil go negative for the first time in history. You might be wondering how that works? It comes down to an oversupply and under demand. Traders fled from expiring U.S. oil futures contracts due to the...

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Tuesday, March 31, 2020

My father-in-law sent me an interesting article this week that I thought I should share with you all. An interesting add-on to the recently passed $2 trillion dollar stimulus plan (CARES Act) includes a temporary waiver of required...

Thursday, March 26, 2020

After spending the better part of a week reaching out directly to each one of my clients, I’ve adapted well into my “new” office space. Most of my time is spent processing orders, researching portfolios, sitting in on...

Saturday, March 14, 2020

In recent weeks, we’ve seen several major stories in the news. The tough times the global markets have seen were fueled by the COVID-19 (coronavirus) and were exacerbated by start of an oil price war between Saudi Arabia and...