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119 Grand Avenue
Suite A
Bellingham, WA 98225

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Steele Financial Services, Inc.

360-647-1739 x1

 

Blog

What’s on our mind?

You can read about it in our blog. Whether it’s ideas from our friends in the industry or emerging trends, you can read about it here. And once in a while, we may throw in some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, August 4, 2017

Most of our clients, including ourselves, are big believers in ESG screened investing. One of the leading mutual fund companies in this are is Pax World. They provide us with timely insights into the changing economic markets that...

 

Thursday, July 6, 2017

As I shared previously, I was a Mentor for HD Vest for 12 years. Here I am pictured with my first two proteges, Bill Serritslev of Solvang, California and Karen Freeman of Mansfield, Texas. Both of these proteges excelled during the...

 

Friday, June 23, 2017

I have been a financial advisor with HD Vest since 1999. But you may not be aware of the ways that I have or currently assumed leadership roles with the firm. Growing up in a family with many dedicated teachers (particularly my mother...

 

Thursday, June 15, 2017

If you are near or in retirement, we have an email newsletter for you - Retirement in Sight. Each month, we include new insight into concerns of current or future retirees. Also included is a little brain-teaser riddle. If you would...

 

Monday, April 17, 2017

We are often asked whether using ESG screening techniques (AKA socially responsible investing) means accepting a lower rate of return on our investments. This perception is a myth often accepted by other financial advisors that have...

 

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Wednesday, March 8, 2017

Do you have to receive required minimum distributions (aka RMDs) from your IRA account each year? If so and if you are charitably inclined, there is a very useful strategy for sending those distributions directly to a favored charity...

 

Friday, February 17, 2017

Early on in my transition from being strictly a CPA to becoming a CPA financial life planner, I enrolled in George Kinder's intensive training, "Seven Stages of Money Maturity". It was through this training under the watchful eye and...

 

Tuesday, February 14, 2017

With so much uncertainty in the world, we often struggle to understand how we can help effect change. Here is an excellent article written by Pax World CEO, Joseph Keefe, on investing as a social change strategy: http://paxworld...

 

Friday, February 10, 2017

Welcome to this initial posting to our new blog. We are excited to share updates with you here, particularly in these challenging and turbulent times. Through this blog, we intend to alert you to challenges and opportunities as we...