Blog
A trusted source for expert insights and practical tips to navigate the ever-changing world of personal finance. From saving strategies to investment guidance, we’re here to empower you with the knowledge and tools to achieve your financial goals.
As we close out 2025, we want to begin with gratitude. At Alaska Wealth Advisors, our work is shaped by the families and individuals who trust us with decisions that matter deeply. Your goals and long-term priorities are the responsibility we carry every day, and they remain the reason behind...
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Alaska Wealth Advisors
At Alaska Wealth Advisors, we take pride in supporting the nonprofit organizations that strengthen Anchorage and communities across Alaska. Our 23 team members actively contribute to more than 30 nonprofits statewide. Across the country, charitable giving continues to decline. Giving USA reports that total contributions dropped for the second consecutive...
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Dave Valdez, CWS®, ChFC®
As our cheerful holiday decorations go up and many of us prepare for time with friends and family, we pause to reflect on what matters most. We want to share our sincere gratitude with everyone connected to our work, our clients, colleagues, partners, and the community that supports us. We...
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Alaska Wealth Advisors
Living and investing in Alaska means navigating a unique economic ecosystem, breathtaking landscapes, paired with unpredictable costs. For high-net-worth families and business owners, the Alaska premium—higher transportation, energy, and import costs—can meaningfully impact both household budgets and long-term portfolio strategies. According to the Alaska Department of Labor and Workforce Development,...
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Nicole Squires
Private equity has been in the headlines lately, following the recent executive order that opened the door for these investments to be included in certain 401(k) plans. While this development reflects a broader industry trend towards making a wider range of investments available to everyday investors, it also raises important...
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Kirsten Halpin
Recently, Meghan (Carson) Muñoz, CPA, CFP®, CDFA®, posted about the financial planning changes resulting from “One Big Beautiful Bill” (OBBBA). In addition to the planning opportunities created in the bill, it also brings new complexities for those who get health insurance from Healthcare.gov. To help prepare you for the new...
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Nic Cohen, CFP®
