Guest Author, Chris Lauer – The New Corporate Transparency Act
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 assets without dispersing control among […]
T + 1 Settlement
As the days in Alaska are getting longer, trading settlement times are getting shorter. For as long as I can remember, the world of securities trading operated on a T+2 cycle. This meant that after a trade was executed, it took three business days (T + 2) for the settlement to occur, where the seller […]
Find us on the “America’s Top RIA Firms” Forbes list!
We are thrilled to announce that Alaska Wealth Advisors has been selected for the Forbes “America’s Top RIA Firms” of 2023. Landing on the list includes an extensive quantitative and qualitative review by independent and world-renowned SHOOK Research. Our tremendous growth, as an indication of a successful firm, was the first step in being considered […]
Meet our summer intern – Sterling Retzlaff
My name is Sterling Retzlaff, and I am the summer intern here at Alaska Wealth Advisors. I am currently a senior at Texas Tech University in Lubbock, TX where I study Personal Financial Planning. I grew up in Eagle River, Alaska though so when I heard of the opportunity to intern at Alaska Wealth Advisors, […]
Meet our newest team member – Derek Stone
My name is Derek Stone, and I am the newest associate financial advisor at Alaska Wealth Advisors. It has been a fast 6 weeks. I started between the end of the fiscal first quarter and tax season, one of our busiest times of the year. Because I started at such an active time, I was […]
Red Dress Event
Celebrating Thirty Successful Years in Business
Meet the New Fall Intern – Marcus Holzschuh
My name is Marcus Holzschuh, and I am the latest intern at APCM Wealth Management for Individuals. I’m a lifelong Alaskan with a passion for traveling, music, hockey, and economics. That last one may sound strange. While most people think of stuffy old men in drab suits sitting around reading charts and legalese nonsense when […]
Meet our new Associate Financial Advisor – Stan Moiseev
