Stolz & Associates

06/27/2025

Our very own Andy Stolz was recently featured in an article by South Sound Business that discusses the importance of financial planning so you can focus on the more important aspects of life.

Retiring soon?? Let's chat!

Financial expert Andy Stolz believes a proper retirement plan contains three key components: both income and investment strategies, and an eventual plan for navigating new tax brackets.

06/13/2025

NEW VIDEO: Discussing 9 Proposed Tax Changes in the "Big Beautiful Bill"

Tax Management is an important part of a financial plan, and here's a look at some tax changes that may be coming soon.

Questions?? Let me know!

Andy Stolz

06/02/2025

NEW VIDEO: Here's a quick tip to potentially increase your distribution rate from your portfolio... Is the 4% rule dead?

Vanguard posted a study with a distribution strategy that could potentially allow you to increase your starting distribution rate to OVER 6% (with some important caveats, a balanced investment portfolio, and a somewhat normal 25-year retirement timeframe).

As always, your specific situation should be considered before incorporating any financial strategy into your plan. Feel free to reach out with questions!

02/04/2025

In case you missed it, here's a quick look at what happened in the markets last year and some thoughts on the year ahead.

Here's what you need to know

01/28/2025

Happy New Year! Here's a quick look at what happened in the markets last year and some thoughts on the year ahead.

Here's what savvy investors took away from Q4

01/24/2025

With each new year comes more financial firms releasing their projections for the year ahead. Here is Andy Stolz with a word of warning about these projections. Happy Friday - Have a great weekend!

12/11/2024

A BIG thank you to all of our clients for attending our Holiday event at Watson's Greenhouse and Nursery last weekend. We're so thankful for all of you. Also, thanks to our special guests Ciscoe Morris and Santa for helping make the event such a fun party.

Happy Holidays from the Stolz & Associates team!!

(And thanks for the awesome photos, Light and Armour Photography!)

09/13/2024

Think you know what drives long-term investment returns? Our latest Visual Insights Newsletter explores 3 common misconceptions that might be distracting investors.

Discover the truth in under 5 min.

09/06/2024

Investing myths can cloud judgment. Our latest Visual Insights Newsletter examines popular ”investment factors,” exploring which may influence long-term returns. Curious? Check it out now!

Learn what doesn't drive long-term investment returns.

06/28/2024

The latest longevity data suggests the average 60-year-old will live to 82 (for men) and 85 (for women). How does this longevity impact retirement? And what can you do to prepare?

What could go wrong––and how to get it right.