Hallett Advisors

03/03/2020

Tim enjoyed the sun on Saturday by planting trees at Siebert Creek Conservation Area with North Olympic Land Trust and North Olympic Salmon Coalition!

03/03/2020

A good reminder to be alert for phone and email scams.

Avoid Scams! Join the FTC and SSA During National Consumer Protection Week Posted on March 2, 2020 by Monica Vaca, Associate Director for the Division of Consumer Response and Operations, Federal Trade Commission Want to protect yourself from identity theft and scams? Learn how during National Consu...

01/08/2020

New rules for retirement planning in 2020! The SECURE Act created some new challenges and opportunities at the intersection of retirement planning, tax planning, and estate planning. Check out our Firm's quick summary of the significant changes affecting your financial plan (or your parents' plan).

Timely articles on current events that shape the global financial market.

12/27/2018

The dramatic recession of 2008 was due, in large part, to unchecked greed. As long as greed continues to exist in the hearts and minds of individuals and corporations in positions of power in the financial markets, economic downturns will arise.

Looking to the past is a helpful tool in planning for the future. By now, the economy has largely recovered. So when the next downturn presents itself, reading this 2008 article from Jim will help to keep things in perspective: http://www.hallettadvisors.us/articlearchive/toto-were-not-in-kansas-anymore

Helpful articles written by Hallett Advisors.

12/26/2018

Economic downturns can understandably make us cautious to invest. We might be left thinking, "Is it safe to invest yet?" Find out the answer in this brief article from the Hallett Advisors archive:

Helpful articles written by Hallett Advisors.

12/20/2018

One of the keys to financial wellness requires a determination to look beyond the important but unknowable factors that are commonly featured in day-to-day news headlines and to focus instead on what is important and knowable. By doing so we can make rational long-term financial planning decisions despite short-term uncertainties.

Read more about how embracing uncertainty in the financial markets and "looking beyond the unknowable" can help you face the future with confidence in Jim's article: http://www.hallettadvisors.us/articlearchive/looking-beyond-the-unknowable

Helpful articles written by Hallett Advisors.

12/18/2018

Recessions come and go. One thing the recession of 2008 taught is that economic recovery does and will happen - on the whole, the financial markets will return to a balance. That's reassuring to know, and can help us better prepare for when the next recession hits. When we maintain perspective and focus on life issues we will make it through each recession a little bit easier.

Learn more about what you can do to take control during a recession:

Helpful articles written by Hallett Advisors.

12/13/2018

Creating sustainable retirement income portfolios is both an art and a science. Multiple uncertainties and assumptions will complicate the task. Individual investors (and their advisors) must balance portfolio stability and growth to meet future (or current) income needs. Investing itself requires a sort of "new math" to ensure the change from accumulation of wealth to distribution of wealth is handled smoothly.

Read more about the variables that go into responsible investment planning in Jim's Article "New Math", here: http://www.hallettadvisors.us/article-archive/the-new-math

Helpful articles written by Hallett Advisors.

12/11/2018

If you Google the term "Holistic Financial Planning", the top result will be the definition from our very own website. That's because it's a philosophy we apply to every one of our clients.

Holistic Financial Planning is the process of meeting your life goals through the proper management of your resources. The process involves gathering relevant financial information, setting life goals, examining your current resources and developing a plan for how you can meet your goals given your current situation and future plans.

Read more about our Holistic Financial Planning process and how it can apply to you here:

Holistic financial planning - the process of pursuing your life goals through the proper management of your resources.

12/06/2018

It sometimes seems that the market is rarely stable, and that the norm is a constant state of volatile flux. Yet, as Jim writes in his article "Time In vs. Timing", staying calm and focused as the market continues to move and shift will yield the greatest financial rewards.

Read it here: http://www.hallettadvisors.us/articlearchive/time-in-vs-timing

Helpful articles written by Hallett Advisors.