Posts by Brian J. Lockett, CFP®

Blended investment strategies: Planning for days in the sun and days in the shade
Articles
Blended investment strategies: Planning for days in the sun and days in the shade
Sometimes, a multi-pronged approach - what we call a blended strategy - may make sense when you consider market fac...
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Understanding the ROI of Career Pathways
Lifestyle
Understanding the ROI of Career Pathways
We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....
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VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
Videos
VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
There are many layers to understanding whether a new job offer or compensation package will be right for your finan...
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How High is Too High?
Market Insights
How High is Too High?
Like Icarus flying towards the sun, high market valuations represent significant overconfidence, which in the past...
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VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
Retirement and Pre-Retirement
VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...
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Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.
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VIDEO: Inflation Expectations
Market Insights
VIDEO: Inflation Expectations
As price hikes on everything from bicycles to home prices become more commonplace, many are wondering what inflatio...
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Making Cents of Compensation
Goals & Planning
Making Cents of Compensation
Not all job offers are created equal - and evaluating compensation packages can be like comparing apples to oranges...
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"What is a Fiduciary?" Understanding How Registered Investment Advisors and CFP® Professionals Put Clients First
Estate Planning and Wealth Transfer
"What is a Fiduciary?" Understanding How Registered Investment Advisors and CFP® Professionals Put Clients First
Managing finances on your own can feel like trying to steer a ship in the middle of a storm. Between work and othe...
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The Hidden 401(k) Benefit You May Have Missed
Goals & Planning
The Hidden 401(k) Benefit You May Have Missed
When most of us think about 401(k)s, the movie “Fun with Dick and Jane” is probably the last thing on anyone’s mind...
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