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Kaizen Capsules

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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Kaizen Team | Oct 15, 2024

Kaizen 2024 Q3 Market Review

Market Review
Stocks
World Market
Economy
Investments
The third quarterly market update is collaboratively produced with East Bay Investment Solutions. Market overview, highlighting major indices and significant
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Kaizen Team | Sep 28, 2024

The Fed's Bold 0.50% Rate Cut

Federal Government
Interest Rates
At its September meeting, the Fed cut short-term interest rates by 0.50%, which unsettled some who thought Fed officials would be more cautious with monetary
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Kaizen Team | Sep 19, 2024

2025 Social Security Projected Increase

Social Security
Inflation
COLA
Retirement
The Social Security Administration is scheduled to announce the official 2025 benefits increase on October 10. But don’t expect the final number to change much
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man in black and white striped shirt beside woman in black and white stripe shirt by Chewy courtesy of Unsplash.
Kaizen Team | Sep 11, 2024

Changing Choice: Are More Women Opting Out of Parenthood?

Women
Expenses
Statistics
Children
The decision to have children has become a significant societal discussion. Are women today opting out of parenthood more than in previous generations?
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Kaizen Team | Aug 23, 2024

The Road to Women's Suffrage Began in Washington State

Women
Voting
Election
Women's Rights
Over 100 years after the 19th Amendment granted women the vote, meet the Pacific Northwest activists who ignited the effort
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Kaizen Team | Aug 15, 2024

Causes and Consequences of Gloom and Doom

Economy
Employment
Politics
Election
When it comes to the state of the economy, it seems clear that Americans are harboring too negative a view. In the short run, this misapprehension may not lead
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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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