10705 Silverdale Way Northwest
The core of our business is you. Our community! Below, you can find upcoming events, past newsletters, and the latest articles. Check it out, and as always, let us know what you think!
Over the break, we got up to some shenanigans and have the photos as proof! We are also starting a puzzle corner to continue the fun into the new year. If you have any zany jokes or riddles, let us know and we'll put them up!
Our communities are what make us stronger, and every year, it is important to take a moment to give back. Our team has put together a list of charities that provide services locally, nationally, and globally. Let's spread the gratitude! https://www.themontanegroup.com/charitable-giving
Our office masked up and visited the pumpkin patch at Pleasant Fields Farm! While it was stormy when we left, the clouds parted and we snapped a few sunny photos of our PNW crew. Click here for more photos!
Attend a virtual Mariners game! We know it's not the same, but it gave us a chance to show off our best Mariner gear!
February 2021: Can February march? No, but April may!
January 2021: Why don’t crabs give to charity? Because they’re shellfish.
In honor of Black History Month, we explore what it means to have a seat at the table in the world of finance. Also, check out our resources for investing in a better, more equitable world. Learn More
Happy New Year! LPL Financial Holdings Inc. and Macquarie Management Holdings. Inc. announce their joint acquiring of Waddell & Reed. Learn More
Charitable giving is a crucial part of investment. This year, more than ever, it is time to invest back in our communities. Learn More
Find out how the CARES Act might affect you. Steve talks about the importance of gratitude and what to prepare for in 2021. Happy Thanksgiving! Learn More
Steve lays out some helpful information about life insurance. Find out what it could mean for you and your loved ones. Learn more
We are facing many types of storms. How do we prepare in the midst of financial uncertainty? Learn more
Website launch! New COVID-19 procedures for our in-office meetings and tax updates. Learn more
Our office is now online. As an essential business, we are still open and here for you on a variety of virtual formats. Learn more
Tax season is underway. We're here to talk you through how to prepare and provide additional resources. Learn more
Understanding the SECURE Act
Protecting your loved ones with life insurance
Personal Finance Tips for Military Families
Social Security Benefits: How Much Will I Receive
Waddell & Reed is not affiliated with any other entities referenced. (01/21)