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Pacific Horizon Investment Management: Seattle Financial Advisor

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Pacific Horizon Investment Management, LLC Blog

Pacific Horizon Investment Management: Seattle Financial Advisor
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December 11, 2019

7 Ways to Cut Your Tax Bill

December 11, 2019/ William Robbins

The final few weeks of the year aren’t just for last-minute shopping and holiday parties. It’s also a crucial time for tax savings.

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December 11, 2019/ William Robbins/ Comment

William Robbins

December 03, 2019

The Big Thing Investors Have Trouble Accepting

December 03, 2019/ William Robbins

Morgan Housel always is a font of has wise words on investing. In this interview he talks about some of the biggest mistakes and misconceptions that plague investors year after year – and what can be done about them.

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December 03, 2019/ William Robbins/ Comment

William Robbins

October 09, 2019

If You Have a Pension, How Safe Is It?

October 09, 2019/ William Robbins

Your pension plan benefits may not be as ironclad as you think. Here is a good article that discusses the various types of pensions and the ways they can be impacted.

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October 09, 2019/ William Robbins/ Comment

William Robbins

September 12, 2019

Roth Rollover Traps

September 12, 2019/ William Robbins

With various rules surrounding IRA’s it’s always important to measure twice/cut once. Here is a good article on the good, the bad, and the ugly when rolling over from a Roth 401(k) to a Roth IRA.

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September 12, 2019/ William Robbins/ Comment

William Robbins

August 07, 2019

Why you shouldn’t go to cash now — in one chart

August 07, 2019/ William Robbins

A good reminder on the virtue of staying invested; the risks in timing; and how $10,000 invested in the S&P 500 index, for the 20-year period of 1999 through 2018, would have performed under various scenarios.

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August 07, 2019/ William Robbins/ Comment

William Robbins

June 17, 2019

Social Security Is Staring at Its First Real Shortfall in Decades

June 17, 2019/ William Robbins

A slow moving crisis is approaching Social Security threatening to undermine a pillar in the retirement for millions of Americans. A good article on the issues and possible remedies.

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June 17, 2019/ William Robbins/ Comment

William Robbins

February 19, 2019

Watch Out. Tax Season Is Even More Stressful Than Usual.

February 19, 2019/ William Robbins

Following sweeping changes, good survival tips for the upcoming tax season.

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February 19, 2019/ William Robbins/ Comment

William Robbins

January 04, 2019

What Should You Do About a Falling Stock Market? Nothing

January 04, 2019/ William Robbins

The following is a good New York Times article to read during volatile times in the market.

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January 04, 2019/ William Robbins/ Comment

William Robbins

October 23, 2018

New Tax Law: Here’s What You Should Know

October 23, 2018/ William Robbins

The following provides an excellent summary of the key provisions of the recent tax law changes for 2018. Worth reviewing ahead of tax season.

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October 23, 2018/ William Robbins/ Comment

William Robbins

January 20, 2018

A Powerful and Helpful Student Loan Calculator

January 20, 2018/ William Robbins

The New York Times offers an easy to use, yet robust student loan calculator providing a helpful view when considering the impact of a student loan.

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January 20, 2018/ William Robbins/ Comment

William Robbins

October 27, 2016

How the Next President Could Save Social Security

October 27, 2016/ William Robbins

An excellent sketch of the current Social Security funding reserve issues and several proposals for actually solving the issue.

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October 27, 2016/ William Robbins/ Comment

William Robbins

February 03, 2016

Annuities as an Alternative to Shaky Markets? Not So Fast

February 03, 2016/ William Robbins

A good article on reasons to be wary of annuities.

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February 03, 2016/ William Robbins/ 2 Comments

William Robbins

August 28, 2015

How Emotion Hurts Stock Returns

August 28, 2015/ William Robbins

A good reminder to keep a level head during times of market volatility.

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August 28, 2015/ William Robbins/ 1 Comment

William Robbins

August 04, 2015

Secure Your Future With Money You Didn’t Even Know You Were Spending

August 04, 2015/ William Robbins

Four steps to easily implement into your financial planning...

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August 04, 2015/ William Robbins/ Comment

William Robbins

June 22, 2015

The 5 Most Common Mistakes Investors Make

June 22, 2015/ William Robbins

How a good financial advisor helps their clients detect and manage the many common mistakes in investing.

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June 22, 2015/ William Robbins/ Comment

William Robbins

May 20, 2015

New Math for Retirees and the 4% Withdrawal Rule

May 20, 2015/ William Robbins

A good article examining the concept behind the 4% retirement withdrawl rule.

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May 20, 2015/ William Robbins/ 1 Comment

William Robbins

March 31, 2015

Understanding Social Security Retirement Benefits

March 31, 2015/ William Robbins

A good piece reviewing key details to consider in your Social Security decision-making.

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March 31, 2015/ William Robbins/ Comment

William Robbins

February 02, 2015

When underperforming the S&P 500 is a good thing

February 02, 2015/ William Robbins

How Matching the index in 2014 would have involved too much risk.

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February 02, 2015/ William Robbins/ Comment

William Robbins

January 05, 2015

Now Is A Tough Time To Retire

January 05, 2015/ William Robbins

There are a host of blindly accepted notions about a proper retirement strategy. One size certainly does not fit all and circumstances always vary. One common assumption is the 4% withdraw assumption. This is a a good piece reviewing that assumption.

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January 05, 2015/ William Robbins/ 1 Comment

William Robbins

December 30, 2014

Lump sum investing versus drip-feeding

December 30, 2014/ William Robbins

We’re often asked: Is it better to invest a big lump sum of money all at once, or to to drip-feed your cash into the market? And there happens to be an easy answer.

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December 30, 2014/ William Robbins/ Comment

William Robbins

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