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Kaizen Capsules

The Kaizen Team | Mar 28, 2025

Ring the Bell For Fish

Education
Entertainment
Philanthropy
Conservation
Thousands of fish migrate through the canals and rivers of Utrecht each spring, trying to reach the Kromme Rijn.
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Kaizen Team | Mar 21, 2025

Recency Bias? Why We Overweight the Latest Events

Market Commentary
Diversification
Financial Planning
Recency bias is a cognitive tendency where people give more importance to recent events and experiences while ignoring long-term patterns.
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Kaizen Team | Mar 13, 2025

Protect Yourself From Tax Fraud: The Importance of an IRS Identity Protection PIN

Taxes
Fraud
IRS
Tax
The IRS offers a safeguard: the Identity Protection Personal Identification Number (IP PIN). This six-digit code acts as an added layer of security when you
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Kaizen Team | Feb 25, 2025

Navigating Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy.
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Kaizen Team | Feb 20, 2025

Beyond the Rainbow Bridge: Ensuring Your Pet's Care After You're Gone

Estate Planning
Legal
Financial Planning
Pets
When drafting a will or estate plan, most people focus on distributing assets and ensuring that minor children are cared for. But what about your pets?
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Kaizen Team | Feb 7, 2025

Tariffs: What They Are and Their Possible Impacts

Taxes
Tariff
World Market
Politics
Over last weekend, the Trump administration placed tariffs on imported goods from several key US trading partners.
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Kaizen Team | Jan 31, 2025

DeepSeek Disruption: The AI Breakthrough Shaking the Market

Artificial Intelligence
Market Commentary
Stock Market
Over the weekend, a game-changing AI breakthrough sent shockwaves through the industry—DeepSeek. Built for a fraction of the cost of OpenAI, is faster, more
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Kaizen Team | Jan 30, 2025

Expert Insights & Strategies - Webinar (Pre-recorded)

webinar
market
Market Review
Investments
World Market
Inflation
Interest Rates
Q4 Review and a look ahead with Laurie and Kaizen's Co-Chief Investment Strategist, Eric Stein, CFA of East Bay Investment Solutions
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Kaizen Team | Jan 15, 2025

Kaizen 2024 Q4 Market Review

Market Review
World Market
Economy
Stocks
MAGS
The fourth quarterly market update is collaboratively produced with East Bay Investment Solutions, one of our key strategic partners in investment strategies.
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Kaizen Team | Nov 21, 2024

Bitcoin Boom: Is It Real Growth or FOMO Fever?

Cryptocurrency
Election
Stock Market
Investments
Bitcoin's post-election surge has captured headlines, but is this a promising investment opportunity or a risky bet fueled by speculation and FOMO?
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Kaizen Team | Nov 14, 2024

2025: Stash More for Retirement

Retirement
Saving
Deferred Compensation Plan
In November and December, many executives and key employees participating in nonqualified deferred compensation (NQDC) plans must decide how much of next year's
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Kaizen | Oct 31, 2024

Preparing for Election Day and Its Market Implications

Market Commentary
Election
Regardless of which side of the political spectrum you sit on, you may have some angst regarding the election, its outcome, and its impact on your investments.
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4030 Lake Washington Blvd NE,
Suite 308,
Kirkland, WA  98033

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E: KaizenTeam@kaizenfa.com
P: 425-321-5800

   

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

 

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