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.
Thanksgiving is one of my favorite times. My wife and I each have large extended families, so we get a chance to see over fifty people and eat two gigantic feasts.Read More
Selling (or gifting) the closely-held business you’ve built over many years, or even decades, is a daunting task. But for many entrepreneurs, the biggest challenge is not finding the right buyer, or selling for the highest price. Rather, it’s the dawning of a “new life” where you are no longer “A Business Owner”.Read More
At Mainspring Wealth Advisors, one of our core values is “Fun”. We believe that we make the biggest impact on the lives of our fellow associates as well as our clients when we include fun in our daily lives.Read More
The recent Equifax data breach has most Americans thinking about the security of their personal information – well, maybe not the residents of Houston and Florida, but most of us. Read More
We are excited to be celebrating our 4th anniversary this week. Time sure flies! This has caused us to reflect on where we started, how much has changed, and how much has remained constant. Read More
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
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
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
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
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
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
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
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.