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WA GET Update

Submitted by Kaizen Financial Advisors, LLC on January 10th, 2017
We’ve kept you apprised of updates as Washington’s GET program has undergone changes. There have been some recent developments that make it worthwhile to revisit this topic again.
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Response To Fed Rate Hike

Submitted by Kaizen Financial Advisors, LLC on December 16th, 2016
On Wednesday, the Federal Reserve Board decided to raise its rate by a quarter point this week. They based this on the current overall positive financial outlook: The U.S. economy is showing strength; the stock market is hitting new highs; and the unemployment rate has remained low.
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Women-controlled wealth increases around the world

Submitted by Kaizen Financial Advisors, LLC on December 9th, 2016
Picture the women of the world growing wealthier. It’s happening right now. Research from the Boston Consulting Group, a leading business strategy advisor, says that as the world grew 5.2% wealthier between 2015 and 2016, women’s wealth grew 6.6%.
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  • Financial Tips
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Evaluating The Post-Election Rally

Submitted by Kaizen Financial Advisors, LLC on December 2nd, 2016

The day after election night, we distributed a Kaizen Capsule with our first reactions to the election results. Now, with emotions still running high and markets moving steadily moving up, we wanted to follow up with some additional thoughts on where the market is now.

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Potential Tax Bracket Changes Coming

Submitted by Kaizen Financial Advisors, LLC on November 23rd, 2016

Many of President-Elect Donald Trump’s policy proposals are too vague to analyze, but one area where he has been clear is on reforming our tax system. Here’s a quick primer on the changes that could be introduced to Congress in the coming year.

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Response To Presidential Election Results

Submitted by Kaizen Financial Advisors, LLC on November 9th, 2016

Life is full of surprises. Last night is certainly an example of that. One thing we know for certain is that markets don’t like surprises.

The consensus over the prior two days was a Clinton victory, which was largely anticipated and factored into market expectations. Clinton offered a continuation of the status quo, a known, predictable and stable direction going forward.

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Do Your Beneficiaries Know?

Submitted by Kaizen Financial Advisors, LLC on November 4th, 2016

Assisting with estate planning is one of the valuable, though often overlooked, services we provide.

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  • Financial Tips
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Monthly Economic Update For October, 2016

Submitted by Kaizen Financial Advisors, LLC on October 21st, 2016

Q3 2016 Quarter End Report

Submitted by Kaizen Financial Advisors, LLC on October 7th, 2016

One hundred days after the Brexit scare, nine months after the most recent Fed rate hike, the markets once again confounded nervous investors by rising instead of falling.  Last week, Fed Chairperson Janet Yellen told the world that the U.S.

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Characteristics of the Millionaires Next Door

Submitted by Kaizen Financial Advisors, LLC on September 23rd, 2016
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  • Financial Tips
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