Blog
Market Update
This selloff has been faster than any bear market in history leaving everyone very shaken. Here’s where we can go from here…
How Technology Professionals Can Reduce Taxes Through Donor Advised Funds
Donor Advised Funds (DAFs) are charitable accounts that can be set-up at your custodian, similar to a brokerage account. These accounts are a powerful tool for technology professionals because contributions of appreciated stock can be made with immediate tax benefits.
How to Make Financial Wellness a Priority in 2020
Check out some of our key tips for how to make financial wellness an achievable resolution in 2020.
How to Maximize Your Benefits at Amazon
Are you making the most out of your plan to reach your financial planning and lifestyle goals? In this post we breakdown the key components of the Amazon benefits plan available to employees.
Traditional Wealth Management vs. Our Total Wealth Solution
In sum: the Total Wealth Solution is about helping clients increase their total wealth, not just their investment accounts. Check out our post to learn more!
Fortis' Favorite Books of 2019
Check out a review of some of the best books that we read during 2019!
Understanding Tech Firm Compensation Packages: A look into what’s ahead
As Seattle locals, we’ve met with many of you who have expressed confusion at the tech company compensation packages. Here at Fortis, we think benefits should be exciting, not a frustration! In the upcoming months, we’ll be posting a series of blogs designed to help the modern professional understand the best way to take advantage of their compensation options.
How Microsoft Employees Can Maximize Their Benefits
Microsoft has one of the best overall benefits and retirement packages in the industry. Are you making the most out of your plan to reach your financial planning goals? In this post we breakdown all of the aspects of the Microsoft Benefits plan available to employees.
Ladder Life Insurance Strategy to Reduce Premiums
Laddering is a strategy for Term Life Insurance coverage which involves structuring your policies in a way that frontloads coverage when you need it most and trails off accordingly, reducing the cost of life insurance coverage over time.
Getting Money out of Your 401(k) without Paying Taxes and Penalties
For folks at public companies with large amounts of their prior employers stock in their 401(k), Net Unrealized Appreciation can offer a material tax advantage - especially if the stock has been held for a long time and has appreciated substantially.
Focus on the Process Instead of the Outcome
When it comes to building a business and building your wealth, how do you - over time - stack the odds in your favor? Experience indicates that having a process and executing it consistently leads to the most consistent success.
Taking Advantage of 529 Plans for College Expenses
While there are various types of accounts that offer tax-advantaged ways to save towards a college education, the 529 Plan account is one of the most impactful plans due to the significant tax advantages offered and flexibility of the account.
Overcoming the Fear of Your Third Act in Life
Transitioning into retirement can be scary, but it doesn’t have to be! Our process here at Fortis involves identifying and helping you work through the fears that precede this transition.
The 2-minute Efficiency Miracle
The initial will-power to start a task can often be the greatest barrier to accomplishing projects with consistent efficiency. Learn a 2-minute trick that can helps overcome this challenge.
Why Your Books Matter
When a buyer, investor, or lender is evaluating your business, having reliable financial information plays a major role in the risk profile that they are taking on when making the deal, and therefore is a driving factor in the value they see in your business.
Deal Killers
Exit planning isn’t about the future, it is about increasing value now. Check out some of the most common deal killers when trying to sell a business.
Culture Mis-Mash
Making sure that you know the culture you are acquiring in M&A is critical. Many CEOs ignore this to their (and their shareholders) own peril.
2018 Wasn’t Historically Bad for Stocks But It Was For Diversification
2018 was a bad year for almost every asset class. Rather than let the financial media convince you a recession is around the corner, focus on what CEOs are saying…and they are not saying a recession is around the corner.