Broker Check

HELLO FALL!  🍂

As the leaves begin to change and another season arrives, fall is a natural time to slow down, settle back into routines, and look ahead to the final months of the year.
Whether you’re spending weekends at the pumpkin patch, cheering on your favorite team, or simply enjoying a crisp Northwest morning, we hope this season brings plenty of opportunities to spend time with the people who matter most.
As always, our team is here to help you navigate life changes, financial questions, and the goals you’re working toward. Thank you for allowing us to be part of your financial journey.

FALL BUCKET LIST

FALL BUCKET LIST  

  • ☐ Visit a pumpkin patch
    ☐ Take a scenic fall drive
    ☐ Bake something with apples or pumpkin
    ☐ Enjoy a cozy movie night
    ☐ Visit a local farmers market
    ☐ Go for a walk to see the changing leaves
    ☐ Make your favorite fall dinner
    ☐ Spend an evening around a fire
    ☐ Cheer on your favorite football team
    ☐ Try a new coffee shop or fall drink
MARKET INSIGHT QUARTERLY

MARKET INSIGHT QUARTERLY

POSITIVE FACTORS

* Economic growth remains resilient.
* Corporate profits continue to support stocks.
* Higher bond yields offer greater income potential.

CONCERNING FACTORS

* Inflation may remain uneven.
* Market gains have become concentrated.
* Geopolitical risks remain significant.

LPL RESEARCHER'S PERSPECTIVE

* The long-term outlook remains constructive.
* Diversification is increasingly important.
* Stay invested, but prepare for normal setbacks.

FALL FINANCIAL CHECKLIST

FALL FINANCIAL CHECKLIST

  • With year-end quickly approaching, fall can be a good time to check in on a few financial housekeeping items.

    Consider taking a moment to:

    ☐ Review your retirement contributions
    ☐ Confirm your 2026 RMD is complete, if applicable
    ☐ Review charitable giving plans
    ☐ Gather important tax documents and records
    ☐ Review any major financial or life changes from this year
    ☐ Schedule your year-end financial review

    A little preparation now can make the final months of the year feel much more manageable.

TEAM FALL FAVORITES

There’s something special about fall in the Pacific Northwest—from crisp mornings and changing leaves to football, cozy weekends, and time spent with family.

Here’s a little glimpse at what our team has been enjoying this season.

Cory McDaniel

Cory McDaniel

Meet Maddi and Maya, Cory's pride and joy! These two spoiled girls have him around their little paws, and he wouldn't have it any other way.

Jed Barnett

Jed Barnett

Jed's daughters, Ellie and Mckenna, kicked off the school year in style! It was an especially exciting milestone for Mckenna as she headed off to school for the very first time!

Janine Klug

Janine Klug

Janine and her husband have been putting their green thumbs to work! Their garden has been full of beautiful, colorful dahlias, including this stunning red and yellow variety appropriately named "Ketchup and Mustard"

Maria McDaniel

Maria McDaniel

Maria and her husband, Caleb, celebrated thier one year anniversery and enjoyed getting dressed up for a beautiful wedding. 

 YEAR-END PLANNING STARTS NOW

It may feel like the year just started, but the final quarter is already here.

Before the holiday season gets busy, fall is a great opportunity to review your financial picture and make sure your strategy still reflects where life has taken you this year.

If you’ve experienced a major change—such as retirement, a new job, marriage, welcoming a child, buying or selling a home, or another significant life event—please let us know.

And if it’s been a while since your last review, we’d be happy to get something on the calendar.



Meet with Jed Barnett


Meet with Cory McDaniel