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Amy Goan, MBA, CFP®
18708 SE 45th St., Issaquah, WA 98027


Trump’s Tweets versus Individual Stocks

As I was reading “How to Make Your Money Last” by Jane Bryant Quinn this weekend (a very well-written and informative book, by the way), I came to her section on investing. She’s not a fan of owning individual stocks, just like me.

Is It Time To Rebalance Your Portfolio?

This cobbler’s children wear shoes!

"The cobbler's children have no shoes" refers to the phenomena where people are successful at doing something in their professional lives, but don't practice it in their personal lives. Well, my kids were close to being shoeless, but no more!

Amy's Bold Market Predictions for 2015

The stock market will go up...and down.

Bond yields will rise...and decline.

I'm always fascinated this time of year as every so-called financial "expert" on TV or in print feels the need to proclaim their prediction of what the markets will do over the next 12 months.

Donor Advised Funds: A Win-Win All Around!

Do you regularly donate to organizations such as a religious institution, alma mater, or a 501(c)(3) charity? Good for you!

Do you own investments with a low cost basis that you'd like to sell but don't want to pay the capital gains tax that will result? Even better!

A Donor Advised Fund may be the perfect vehicle for you!

Take it or leave it? Your 401k, that is!

The days of working for the same company for 40 years then retiring with a gold watch and a pension paid for life are long gone.

What are bonds, and why should I care?

Bonds are generally considered the unsexy area of the investment world, which is really saying something. I mean, how many times have you been at a cocktail party or standing around the water cooler at work when someone says, "Man, my bond portfolio is HOT! My return was over 1% last quarter!"?

The Best Strategy for Long-Term Investing: Be Lazy!

There are few times in life where you’re rewarded for being lazy. Believe it or not, investing can be one of them.

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