Our Blog is filled with a variety of topics ranging from rules and regulation changes to personal announcements and fun facts. We enjoy sharing with you, but we also invite you to share with us. If there is a topic you’d like us to address or something you’d like to say, please let us know. We hope to make this something you look forward to reading on a regular basis to stay informed on what’s happening personally, locally, nationally, and around the world.


From the Mainspring Wealth Advisors team
GROW BY DESIGN, NOT BY DEFAULT – Article provided by Brian Frederick, 5/31/17

Mainspring Wealth Advisors was honored to be asked to address more than 3,000 industry professionals at Raymond James’ national professional-development conference held in April. A presentation by President Jeremy Taylor, CEO Kevin Skogen and CIO Brian Frederick focused on the strategies Mainspring employs to generate growth in a purposeful way – by building a company with an identity. Read More

CAROLYN CHRISTOFERSON JOINS THE MAINSPRING TEAM – Article provided by Edward Bradley, 2/27/17

We are excited to share the news that Carolyn Christoferson, a Raymond James financial advisor in Everett, has joined Mainspring Wealth Advisors. Having met Carolyn at a Raymond James conference a few years ago, she identified the Mainspring team as sharing the same level of commitment and dedication to client-centric advice and selected us to enhance the financial planning and investment management services she provides her clients. Read More

THE 2016 PRESIDENTIAL ELECTION AND THE STOCK MARKET – Article provided by Brent Soloway, 10/13/16

There appears to be concern among many Americans about what would happen to the stock market in the event of a Clinton or Trump presidency. I have had clients request that their money be removed from the stock market until the election is over and there is time to see what is going to happen.Read More

RAKING THE LEAVES – SOMEONE HAS TO DO IT – Article provided by Devin Loughlin, 9/21/16

We have reached the end of summer and the feeling of fall has started to sink in. School has started, football has kicked off, and we’re starting to see the leaves change color. Soon, they will be falling into our yards for us to rake. Falling leaves signify that winter is coming and we must make sure our homes are ready to handle the cold winter months.Read More

RETIREMENT IS MORE THAN JUST ABOUT MONEY – Article provided by Brent Soloway, 8/1/16

Having worked with closely held business owners for over 25 years, I have had many discussions concerning life after business. Most of these people have owned and run their businesses for many decades. My experience has revealed that when retiring, I believe they need to consider three key issues; time, money and purpose.Read More

KINDERING – AN UNSUNG HERO ADDING WORTH TO PUGET SOUND COMMUNITIES – Article provided by Kindering Bellevue, 7/5/16

Founded in 1962 by five mothers of children with special needs, today Kindering is the largest early intervention center in Washington State, serving over 1/3 of children with special needs in King County alone. Each year nearly 4,000 infants and children with special needs and their families come to Kindering for critical physical & occupational therapy, speech-language therapy, feeding therapy, special education and other early intervention programming aimed at helping children with special needs reach developmental milestones.Read More

VALUABLE INFORMATION SHARED AT THE SECOND INVESTMENT SYMPOSIUM – Article posted by Brian Frederick, 6/13/16

Earlier this year, all employees of Mainspring Wealth Advisors joined together to further develop and clarify our corporate culture and identify our seven core values. It was a fun exercise, and was a vital step in uniting three very similar - but still different - offices together with similar vision and mindset. I have witnessed many of these values play out in many different areas.Read More

ELEVATING: 2016 RAYMOND JAMES CONFERENCE – Article posted by Jeremy Taylor, 5/30/16

Myself and other members of the Mainspring team recently returned from the 2016 Raymond James National Conference in Nashville, Tennessee. This year’s conference was timely. We’ve been through some very volatile markets in the last year as we’ve dealt with (or are currently dealing with) issues in China, wild swings in oil prices, the Fed and "will she/won’t she raise rates" and, of course, the current sitcom (or horror movie) that is our Presidential election.Read More

MAINSPRING PAINTED THE WORLD PURPLE ON SATURDAY, MAY 21ST – Article posted by Kristen Lomax, 5/21/16

As part of our ongoing effort to engage in community outreach, the Mainspring team, along with several friends and valued clients, eagerly participated in the festive Relay For Life of Bellevue event at Newport High School for the second consecutive year. It was not a difficult decision to make, as almost every staff member has been touched in one way or another by the devastating monster – known as cancer.Read More

BUSINESS WITH A HEART – Article posted by Eastside Pathways, In News, Positive Pathways, 4/8/16

At Mainspring Wealth Advisors, employees’ favorite days are the days when they volunteer. Mainspring is a financial advising company that focuses on financial planning for its clients – helping them realize their financial goals, such as planning for retirement, saving for college, estate planning, or any other target. And while they are managing financial equity for their clients, they are also helping to build emotional equity for their teammates.Read More

THREE PRACTICAL WAYS TO IMPROVE FINANCIAL CONVERSATIONS WITH YOUR SPOUSE OR PARTNER – Tyrel Lacey, 3/21/16

Financial conversations with your partner aren’t always easy. Actually, they are rarely easy (and yes … even when you’re a financial planner, these conversations can still be tough!). They are often influenced by different experiences, a different knowledge base and, the most difficult of all, our emotions. Read More

SELLING YOUR BUSINESS AND THEN WHAT? – Brent Soloway, 2/25/16

Many successful entrepreneurs reflect on what it will be like to sell their businesses, receive a sizeable check, and bask in the glory of a job well done. All the hours of hard work, managing payroll and cash flow, and stress-laden nights, have finally paid off. Now what? The daily challenges and hands-on building of... Read More

REFLECTING ON 2015 AND LOOKING AHEAD TO 2016 – Jeremy Taylor, 1/29/16

2015 was another exciting year for Mainspring. We continued to expand our geographic reach as we opened an office on Whidbey Island, in the picturesque city of Langley. We also grew our team by adding a number of wonderful people to the Mainspring family. With three locations... Read More

HOW TO NAVIGATE THE CHOPPY FINANCIAL WATERS OF DIVORCE – Jeremy Taylor, 12/18/15

I’ve made mention in previous writings of my passion for helping people through difficult times such as the loss of a loved one or a devastating divorce. What I’ve learned in my work with divorcees is that there are some very common themes. Facing a life that looks very different than what you imagined, as... Read More

MAINSPRING VOLUNTEER SPOTLIGHT ON ANDY RODGERS – Andy Rodgers, 10/29/15

I normally keep my charitable activities to myself but I was asked to write a few words about the things I was involved in this October. October has traditionally been a busy month for my family because of volunteer opportunities and fundraisers for organizations in which we participate. I have found myself increasingly involved with...Read More

EMOTIONS, INVESTING AND YOUR FUTURE – Brent Soloway, 10/12/15

After 25 years in the investment world, I have learned much about stocks, bonds, CDs, mutual funds, etc. It has taken me many years to truly understand the real key to successful investment strategies: never underestimate the damage that can be done by decisions made under emotional duress. When asked what they expect from their... Read More

Opinions expressed are those of the author and are not necessarily those of Raymond James. Every investor's situation is unique, and you should consider your investment goals, risk tolerance, and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. The foregoing is not a recommendation to buy or sell any individual security or any combination of securities. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.