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A trusted source for expert insights and practical tips to navigate the ever-changing world of personal finance. From saving strategies to investment guidance, we’re here to empower you with the knowledge and tools to achieve your financial goals.

Dave Valdez, CWS®, ChFC®

What is Advisor Alpha? A recent Vanguard study has illuminated a compelling truth: engaging with an advisor who is well-versed in industry best practices can potentially add up to 3% in net returns in additional value for clients.¹ This finding is a testament to the profound impact that expert financial

Leah Levingston, CFP®

With fraudulent activity on the rise, most of us make data security and a regular review of credit card statements part of our own personal routine. However, your child almost certainly can’t say the same. Most parents likely think of credit and data security as something to discuss with their

Alaska Wealth Advisors

Corporations.  LLCs.  Limited partnerships.  Whatever the form, millions of Americans own interests in entities like these, and millions more exercise control over them as managers and directors.  There are good reasons why so many people own and control entities like these: they can limit an owner’s personal liability, manage important

Nicole Squires

As flowers bloom and the days grow longer, spring brings a sense of renewal and a perfect opportunity to spring clean your home. And what about your financial wellness? This season, extend your spring-cleaning efforts to include the essential documents and valuables in your safe. As always, we recommend consulting

Vlad Finko

Quarterly Performance Reports: A Clear Look at Your Investment Journey  As we close out the first quarter and prepare to share your Q1 performance, we at Alaska Wealth Advisors understand the importance of keeping your financial goals at the forefront of everything we do. Quarterly Performance Reports (QPR) are one

Sierra Steele

My career in finance started before I was even aware of it. In high school, I never knew what I wanted to “do”, but I always knew that I wanted to “feel” like I was making a difference and helping people. Since I had an aptitude for math and science,

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