Brandon Steele, CFP

06/23/2026

A perfect day, great food, and even better company. ☀️

We recently hosted a client appreciation event, and the weather couldn't have been better with sunny skies on an 80 degree day! It made for a fantastic afternoon of connecting, catching up, and enjoying time together.

A sincere thank you to everyone who joined us and we loved the opportunity to celebrate with such an incredible community!

06/18/2026

📊 Retail Sales, Fed Decision & a New Era of Fed Policy 🏦

Fresh retail sales data offers insight into consumer strength, the Fed delivers its latest rate decision, and investors are looking ahead to what monetary policy could look like in the years to come. What does it all mean for markets?

▶️ Tune into this week’s market update!

06/17/2026

As retirement approaches, or if you're already retired, tax planning can become just as important as investment planning.

Several changes taking shape in 2026 may create new opportunities and challenges for retirees and those nearing retirement, including:
• Roth conversion considerations
• Future tax rate uncertainty and income taxation strategies
• Medicare IRMAA planning
… and more!

Join us for an educational event on June 18th at 5 pm PDT where we'll discuss why 2026 may be an important year for retirement tax planning and review key areas that may deserve attention before year-end.

Reserve your virtual spot today: https://us02web.zoom.us/webinar/register/1817813085996/WN_Bo56N3IOQtSd-eT2nl1QHw

06/11/2026

📊 Jobs, Inflation & the Buzz Around the SpaceX IPO 🚀

Fresh jobs and inflation data are shaping the economic outlook, while speculation around the SpaceX IPO is capturing investors’ attention. What could these developments mean for markets moving forward?

▶️ Tune into this week’s market update below!

06/09/2026

The best time to plan for taxes next year is… now.

Too often, tax planning becomes a last-minute scramble. But the reality is, the biggest opportunities come from getting ahead of it early so you can understand where you stand today and what levers you can pull before year-end. Having clarity around tax brackets, capital gains rates, and contribution limits can make a meaningful difference in how you plan and the decisions you make throughout the year.

To help with that, we’ve put together a complimentary Tax Table you can download and reference as you plan ahead.

👉 Download it here: https://www.mainsailfg.com/tax-table

06/04/2026

💼 Job Openings, ADP Data & the Fed's Next Move 🏦

Fresh job openings data and the latest ADP employment report are providing new clues about the labor market, while inflation trends continue to influence expectations for the Fed. How could these economic signals shape future rate decisions?

▶️ Tune into this week’s market update below!

05/28/2026

📊 The Consumer, Inflation & Bond Market Moves 💼📉

Consumer trends remain in focus as inflation pressures continue and bond markets react to shifting expectations around rates and growth. What do these signals mean for investors right now?

▶️ Tune into this week’s market update below!

05/28/2026

Washington State tax changes continue to be a major conversation this year.

With so many moving pieces, having clarity around what’s changing (and how it could impact your planning) is more important than ever. We recently put together a resource breaking down some of the key Washington State tax updates and planning considerations for 2026.
👉 Read the full article here: https://www.mainsailfg.com/posts/washington-tax-changes-2026

How will Washington tax changes in 2026 affect you? Explore the new Millionaires Tax, estate tax updates, and key planning strategies to help protect your wealth.

05/21/2026

📊 Housing, Fed Minutes & NVDA Earnings in Focus 🏡💻

New housing data, the latest Fed meeting minutes, and highly anticipated NVDA earnings are all driving market conversations this week. What could these updates signal for investors moving forward?

▶️ Tune into this week’s market update below!

05/19/2026

When should you start saving for retirement?

It’s a question that comes up often, and the answer is both simple and nuanced: earlier is better, but it’s never too late to start.

I was honored to be featured in a recent The Seattle Times article exploring this topic and sharing perspectives on retirement planning here in the Seattle area. Thank you to Victor Whitman for including my thoughts in this piece.

A key takeaway: retirement planning isn’t only about saving to a target "number", it's about a thoughtful approach that allows for flexibility as the landscape shifts.

If you’re interested in reading more, you can check out the full article here:
👉 https://www.seattletimes.com/business/when-to-begin-saving-for-retirement-if-you-live-in-seattle-area/

Even someone in their 20s would do well to start thinking about it.