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February News & Events.....DID YOU KNOW
People started exchanging cards and handwritten letters during the 17th century, but it was in the 1840s that the first Valentine's Day cards were mass-produced in the U.S., sold by Esther A. Howland. Known as the "Mother of the...
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Debt Ceiling
UNDERSTANDING THE DEBT CEILINGCongress had free reign over the country's finances before the debt ceiling was created. In 1917, the debt ceiling was created during World War I to make the federal government fiscally responsible...
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2023: TECH LAYOFFS
As Big Tech continues to reel from its massively difficult 2022, some of the sector's biggest names are beginning 2023 by laying off employees by the thousands. In 2022, companies like Meta, Amazon, and Intel announced major job cuts follo
Read MoreMcKay Wealth Management - DID YOU KNOW...November News & Events
DID YOU KNOW...November News and EventsThe ENVISION Method:How Smart Women Get Savvy About Money!Our very own Lindsey McKay has another title, AUTHOR! It's been a a long journey of interviews, re-writes, and deep...
Read MoreMcKay Wealth Management - DID YOU KNOW...June News & Events
DID YOU KNOW? November is a Great Time to Review or Update Your Financial Strategy The end of the year is the perfect time to make a strategy or to review your existing strategy to ensure any major changes you may have experienced...
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Team Member Spotlight- Andrew Lee
Please meet our newest team member, Andrew who joined McKay in 2022 as an associate financial planner. Andrew has been in the financial services industry since graduating from Seattle University with a Bachelor’s in Mathematics in 2013.
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Learning from the top, financial planning!
Lindsey had the opportunity to join the Money Chill Out podcast team and discuss what financial planning really means. Many people don’t necessarily know what it is and all that it covers. From understanding the mechanics of...
Read MoreMcKay Wealth Management - Did You Know?
DID YOU KNOW? Economic Update September 2021 Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Rachael and Lindsey will discuss the 3 quarters of 2021 and our continued recovery from...
Read MoreJanuary 11, 2021 - Markets Start 2021 on a High
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
Read MoreJanuary 4, 2021 - The Year in Review
The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...
Read MoreDecember 14, 2020 - Cases Rise, Stocks Retreat
The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...
Read MoreDecember 7, 2020 - Is Stimulus Near?
The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...
Read MoreElection 2020: Political Uncertainty Creates Potential for Market Swings
INVESTING, INSIGHTS There are clear differences between President Donald Trump and Former Vice President Joe Biden (and the political parties they represent) when it comes to tax policies, spending priorities, and overall economic...
Read MoreMedicare Open Enrollment Begins October 15
INVESTING, RETIREMENT FUNDING, INSIGHTS What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each...
Read MoreCARES Act: Retirement Plan Relief Provisions
INVESTING, RETIREMENT FUNDING, INSIGHTS The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both...
Read MoreCharitable Giving and Tax Planning
INVESTING, RETIREMENT FUNDING, INSIGHTS With the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits...
Read MoreTeam Member Spotlight
Continuing our series of getting up close and personal with the McKay Wealth team members, this month’s spotlight is on Jim McKay. As Jim is one of the founding members of the firm, you (and us) may think we know all about him....
Read MoreShould I Retire Early?
Americans are choosing to retire early. Economists Olivier Coibion, Yuriy Gorodnichenko, and Michael Weber associated with the National Bureau of Economic Research (NBER) have been comparing data gathered in January and April 2020 to...
Read MoreSocial Security Retirement Income
What role does Social Security play in your retirement income strategy? As you near retirement, it's likely you'll have many questions about Social Security. How much will your retirement benefit be? When should you apply? Will...
Read MoreTeam Member Spotlight
This month’s team member spotlight is on Lori Griffith our “luna - luna lawelawe” Hawaiian for our CFO. She is behind the scenes running our companies and taking great care of all us at McKay Wealth Management....
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