Broker Check

Pullman Office

205 East Main Street

Pullman, WA 99163

Tri-Cities Office

1363 Columbia Park Trail, Suite 202

Richland, WA 99352

What's New

LPL Market Outlook 2021

LPL Research presents the organization's outlook for the 2021 market in this detailed report.

LPL Financial 2021 Market Outlook

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Find out more about LPL 

This summer, we will transition from Waddell & Reed Inc. to LPL Financial, the nation's largest independent broker dealer.* Learn more about LPL with the detailed guide LPL: The Power of Affiliation, or get a quick peak at their performance and accomplishments with LPL's At-A-Glance Q4 2020 sheet:

LPL At-A-Glance Q4 2020

LPL: The Power of Affiliation

* Based on total revenue, Financial Planning magazine, June 1996-2020.

New Names Coming Our Way...

We are transitioning to a new company for our back office support, but our team name "Values & Vision Financial Advisors" and our overall approach and style stays the same.  LPL Financial, an independent broker dealer is slated to acquire Waddell & Reed, Inc.  The acquisition is expected to be complete this summer. Click below to view a video which explains more.

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Ivy Outlook for 2021

Explores 5 keys to long term investing in 2021, provided by Ivy Investments.

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Guide to Investing in an Election Year

Provides reassurance and advice to investors regarding the upcoming election, provided by American Funds.

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Guide to Market Recoveries

Some insight and advice regarding market fluctuations, provided by American Funds.

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Balancing Opportunity, Volatility, and Perspective: An Investor's Guide

Some perspective on investing in a volatile market, provided by Ivy Investments.

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Five Simple Things You Can Do to Manage Stress or Anxiety

A recap of our Cultivating Happiness and Resilience Webinar, provided by Ken Haman from Alliance Bernstein.

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The One Question That Will Help You the Most Today

A historical perspective, current day challenges, and hope for the future in dealing with dramatic change, provided by Alliance Bernstein.

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Preparing for the Certainty of Uncertainty

"A guide to dealing with turbulent times," provided by think2perform.

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Five Rules for Investing During the Coronavirus Outbreak

Helpful investment strategies and tips during the Coronavirus outbreak, provided by T. Rowe Price.

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A Quick Glance at the $2 Trillion CARES Act

A brief summary of how the CARES Act may affect you personally.

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Coronavirus Relief: What You Need to Know

A detailed analysis of the CARES Act, provided by T. Rowe Price.

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CARES Act Highlights

Another synopsis of the CARES Act, provided by Ivy Investments.

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The Small Business Owner's Guide to the CARES Act

FAQs regarding the CARES Act for small business owners, provided by the U.S. Senate Committee on Small Business & Entrepreneurship.

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Coronavirus Emergency Loans: Small Business Guide and Checklist

A guide for small business owners interested in taking out emergency loans due to virus-related hardship, provided by the U.S. Chamber of Commerce.

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Waddell & Reed and Ivy Investments are affiliated firms.  Neither are affiliated with any other entities referenced.  By clicking any third party links, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at any unaffiliated third-party sites. When you access unaffiliated third-party sites, you are assuming total responsibility and risk for your use of the site.