Market Update – April 2025
Recent market fluctuations have once again highlighted the unpredictable nature of stocks over the short term. We understand that volatility can be unsettling, but as always, our investment philosophy remains steadfast: focus on what you can control—the strategic mix of investments aligned with your goals and the expenses associated with your investment strategy. During periods […]
2024 IRA and HSA Contributions Reminder
As we navigate market fluctuations, it’s also important to remember key deadlines for retirement contributions. Please note that the deadline for 2024 Traditional IRA, Roth IRA, and HSA contributions is April 15, 2025. IRA Contributions: To contribute to a Traditional or Roth IRA, you must have earned income from W-2 or 1099 employment. The 2024 […]
Securing Your Future: Reclaiming Lost Retirement Benefits
Many Alaskans, like individuals across the nation, find themselves with unclaimed retirement benefits, often due to career transitions or simply losing track of older accounts. At Alaska Wealth Advisors, we recognize the importance of securing your financial future and are committed to guiding you through the process of reclaiming these valuable assets. The Significant […]
Unlock Your Full Financial Potential: Integrating Your Retirement Assets for Optimal Results
Are you maximizing the potential of your entire financial portfolio? For many, employer-sponsored retirement accounts like 401(k)s and 403(b)s represent a significant portion of their wealth. Historically, these assets have often remained siloed, managed separately from your overall financial plan. But what if you could integrate them seamlessly, ensuring they work harmoniously with your long-term […]
The Retirement Picture Has Just Changed for Many Alaskans
The retirement picture has just changed for many Alaskans; are you one of them? I am My husband, John, is a math teacher at Romig Middle School, but I met him when we were both young bankers. It wasn’t until after a 10-year career paying into the social security system that he decided to go […]
Steady Hands in Shifting Markets: Your 2025 Investment Outlook
Steady Hands in Shifting Markets: Your 2025 Investment Outlook We’re pleased to introduce Kirsten Halpin as the Director of Investments for Alaska Wealth Advisors. Kirsten joins us from her tenure at APCM, where she served as Director of Operations, and supported the Alaska Wealth Advisors team for many years. She is one of the most […]
Careers with Alaska Wealth Advisors
At Alaska Wealth Advisors, our clients come first—and that begins with building a team of diverse, driven individuals who embody an abundance mindset. Our dedication to fostering both personal and professional growth creates a collaborative and dynamic environment brimming with opportunities for success. From internships to senior leadership roles, we are steadfast in our commitment […]
Building a Legacy: The Evolution of Alaska Wealth Advisors
Building a Legacy: The Evolution of Alaska Wealth Advisors At Alaska Wealth Advisors, we have always been driven by a single mission: to provide exceptional service and financial expertise to our clients while fostering meaningful connections within our community. Today, we’re thrilled to share a milestone that underscores our commitment to this mission and ensures […]
Alaska Wealth Advisors: National Recognition, Local Dedication
At Alaska Wealth Advisors, we deliver financial guidance that reflects both expertise and deep personal commitment. This dedication has once again placed us in the national spotlight. We are delighted to share that Newsweek, in partnership with Plant-A Insights Group, has named us one of America’s Top Financial Advisory Firms for 2025. This recognition follows […]
A Wealth Management Journey: Growth, Guidance, and Gratitude
A Wealth Management Journey: Growth, Guidance, and Gratitude In the summer of 2023, I shared a vision for my future with a loved one that one day, I would become an investment analyst. Her response was both unexpected and encouraging. She paused, pulled out her phone, and began recording, asking me to repeat my words […]