Headlines, Elections, and Staying Focused on What Matters
If you’ve turned on the television, opened social media, or checked the news lately, you’ve probably noticed it’s becoming nearly impossible to avoid discussion about the upcoming midterm elections. Over the next several weeks, we’ll be inundated with headlines, predictions, polls, and opinions. Every story will seem urgent. Every commentator will have a view on […]
Finding More Joy per Dollar: Spending in a Way That’s as Unique as You Are
As financial advisors, we have the privilege of helping individuals and families use their money in ways that reflect who they are and what they value most. Money is most useful when it supports the life you actually want to live. That is why discretionary spending deserves more than the simple question of whether something […]
Celebrating Denise Treat’s Retirement
After an incredible career spanning nearly three decades, we are honored to celebrate the retirement of Denise Treat—a dedicated professional whose impact will be felt at Mainspring for years to come. Denise spent 28 years with Raymond James and the past 10 years as a part of the Mainspring family, bringing with her a wealth […]
Celebrating Marta Shen’s Remarkable Career
“They say that we don’t remember the days, but we remember the moments. I’m grateful for the many special moments you allowed me to share with you. Together, we’ve explored what it truly means to be wealthy —and we’ve learned that it goes far beyond money. Wealth in time, relationships, health, and purpose matter just […]
Staying Safe In The Digital World: Unraveling Common Scams and Shielding Yourself
In today’s digital age, safeguarding against cybersecurity threats and fraud is paramount. The ever-evolving threats of cyberattacks and hacks pose a risk to individuals, businesses, and society as a whole. At Mainspring, taking measures to protect your assets from these challenges is part of our everyday experience. This includes partnering with Raymond James on an […]
Meet The Mainspring Team With Marta Shen
Spring Street Financial recently merged with Mainspring Wealth Advisors and is now Spring Street Financial, a part of Mainspring Wealth Advisors! In this webinar, Marta Shen introduces the Mainspring Team who share more about the history, values, culture, planning and investment philosophy, and client service capabilities. Marta and Stephen Urbrock share why a collaborative ensemble […]
Mainspring Cares Volunteer Update
By Shanel Konzelman Shanel Konzelman is a Client Relationship Manager and oversees our annual, all-firm volunteer program: Mainspring Cares. Shanel is responsible for identifying opportunities and then managing and coordinating the many moving parts for each volunteer event. Our latest volunteer event was held on National Public Lands Day and was spent bettering Lake Sammamish […]
If 2020 Has Taught Us Anything
Ed Bradley, CFP®, ChFC® As counties began to reopen across the country, we have seen Covid-19 numbers spike at a faster rate than when the pandemic began in early March.[1]As many states are having to roll back or pause their plans to reopen their economies, we are reassessing the turmoil the initial wave caused the […]
Unemployment Benefits Fraud: How To Protect Yourself
Ed Bradley, CFP®, ChFC® Washington’s unemployment rate skyrocketed to a record 15.4% in April as a result of the economic downturn from the coronavirus pandemic (as reported by the state’s Employment Security Department). With more than 1 million people filing for unemployment since the stay-at-home order was put in place by Governor Inslee in March, […]
Be Like Buffett: Coronavirus Is Scary, But What Should Investors Do?
Brian Frederick, CFP®, CIMA® We are all hearing a lot of commentary about the spread of the coronavirus. It is concerning because no one knows for sure how fast and far it will spread and what sort of lethality it carries. The first US case of the coronavirus was in Snohomish County and after a […]