Why Investing Beyond the U.S. Is a Risk Control Decision
Is international investing riskier? For retirees, global diversification may actually reduce the risks that matter most.
Tax Preparation vs. Tax Planning: Why You Need Both
Tax preparation tells the story of what happened. Tax planning helps write the next chapter. Learn how connecting the two can create a more efficient, forward-looking financial strategy.
H.R. 1 (the “Big Beautiful Bill”) & What It Means for Your Taxed Social Security Benefits
Think your Social Security benefits are no longer taxable? Think again. The new “Big Beautiful Bill” changes the math—but not the rules. Here’s what retirees really need to know.
Post-Tax Season: A Perfect Time to Review Your Financial Goals
Post-tax season is the perfect time to review your financial goals, optimize tax strategies, and ensure your investments align with your long-term plan.
Get to know our newest partner
We are pleased to announce that Andrea Silbernagel is now a partner at Fort Vancouver Investment Management. Having joined FVIM as an Advisor in 2022, Andrea brings valuable expertise in tax and financial planning.
Navigating Tax Changes: Maximizing Opportunities Before TCJA Sunsets
The Tax Cuts and Jobs Act, has left an indelible mark on American taxpayers since its enactment in 2018. As the TCJA is set to sunset in 2026, a short window of opportunity remains for individuals to strategize and maximize their tax benefits before the landscape shifts.
Ten Quotes on Retirement
People have their take on retirement. With planning, hard work, and help from a skilled financial advisor your retirement can be a dream come true (at least according to these notable voices).
What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing
Instead of seeking more concentrated dividend stock positions, we prefer a total return investment strategy, even for retirees who are drawing income out of their portfolios.