Kaizen Capsules

Did you know that Millennials are now the largest segment of the population, outstripping Baby Boomers? That means that if you aren’t a Millennial, you probably know some, all of whom would benefit from hearing this.

Remember last time you moved, and you weren’t sure all your mail made it to your new address? Ever wondered where that small refund check went? You may want to check out Washington State’s Unclaimed Property department.  They have a lookup tool where you can see if you have any cash that went astray.

The first quarter of 2016 is now in the books. The quarter was characterized by large swings in equity prices that ended near where they started. First quarter brought us mostly small positive returns across the major indices, which means that investors survived the worst start to a calendar year ever for the U.S. stock market.

Let's take a closer look at the specific details.

Last week, Katie, our Client Service Administrator, received a call from the “IRS” stating that she was being investigated, and requesting personal financial information. Fortunately, Katie recognized the scam and ignored the call.

We have been monitoring the situation with Washington State’s Guaranteed Education Tuition (GET) program, which is currently closed to new investors.