Wealth Clarity Blog

Our views on achieving a life of security and significance

Latest Posts

  • You hear it all the time: diversification is important. It even shows up in colloquialisms like “Don’t put all of your eggs in one basket.” The term is used so much it has almost lost much of its meaning or impact. Diversification is referenced so frequently for a reason: it......

  • Anyone living in the Pacific Northwest is familiar with majestic Mt. Rainier, a snow-capped peak that beckons hikers from near and far. Having had the opportunity to climb Mt. Rainier, I have learned that many of the lessons and principles of climbing a big mountain can apply to my work......

More Recent Posts

  • You hear it all the time: diversification is important. It even shows up in colloquialisms like “Don’t put all of your eggs in one basket.” The term is used so much it has almost lost much of its meaning or impact. Diversification is referenced so frequently for a reason: it......

  • Anyone living in the Pacific Northwest is familiar with majestic Mt. Rainier, a snow-capped peak that beckons hikers from near and far. Having had the opportunity to climb Mt. Rainier, I have learned that many of the lessons and principles of climbing a big mountain can apply to my work......

  • Trade wars, increasing inflation, rising interest rates, high valuations, geopolitical tensions, political dysfunction, major deficits and debt, late-stage economic cycle, wealth inequality, and aging demographics are all reasons investors should be careful about investing right now. Or are they? All these things matter, they just don’t matter that much to......

  • With tax season underway, it’s a great time to ask your accountant about the tax efficiency of your portfolio. The conversation-starting strategies we mention below aren’t designed to avoid taxes. Rather, they allow you to be more tax-aware in your decisions. Let’s review some red flags to watch out for......

  • Stocks have given up their 2018 gains after a few rough days in the market, with the S&P 500 dropping about 10% from the peak before stabilizing some this morning. We believe a primary driver of the sell-off is inflation fears, as wage inflation is starting to finally pick up.......

  • If you’ve been watching or reading the news this week, it appears that the GOP tax bill will likely be signed by President Trump in the coming days. This has prompted many conversations in our office around what we can do to help our clients take advantage of the impending......

  • How different is your children’s upbringing from your own? I’ve been thinking about this a lot lately as I have two boys, ages 18 and 15, that are experiencing a much different financial-oriented childhood than I did. Most notably, they are growing up with much more affluence around them, both......

  • The recent Equifax data breach makes it clear you should consider the spectrum of actions you can take to protect your financial information. Even if you weren’t among the half of Americans impacted, assume that your information has been or will be exposed. Social Security numbers, names, addresses, and dates of birth were......

  • We are thrilled to announce that Highland’s own Michael Greene was included in this year’s 425 Business Magazine’s 30 Under 30 list. For those of you who don’t already know him, Michael joined the Highland team in 2013 as an intern while attending Northwest University, studying Accounting and Finance. He......

  • “Only 1428 more days!” “I’m so sick about the outcome of the election that I’ve been depressed, and experienced body rash and pain.” “It’s time to move to Canada and wait it out.” “How can the stock market keep going up with Trump in office? It doesn’t make any sense.”......