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Kaizen Capsules

Laurie Klein | Aug 15, 2025

What Is the Fed and What Does It Do?

Federal Reserve
Federal Government
Economy
From setting interest rates to keeping the financial system stable, the Fed plays a bigger role in your day-to-day life than you might think.
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Laurie Klein | Jul 31, 2025

A Letter From the President

Market Commentary
Hear from Kaizen's President & CEO directly in this week's Kaizen Capsule.
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Kaizen Team | Jul 25, 2025

Making the Most of a 529 Plan

Education
Saving
College
Children
As we step into back-to-school season, it's the perfect time to revisit one of the most powerful tools available for education planning: the 529 plan.
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Kaizen Team | Jul 15, 2025

Kaizen 2025 Q2 Market Review

Market Commentary
Market Review
World Market
Tariff
As we close out the second quarter of 2025, we want to provide you with a clear and concise update on recent market activity and broader economic trends.
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Kaizen Team | Jul 9, 2025

Washington State Estate Tax Changes

Taxes
Tax Planning
Estate Planning
Washington State has implemented significant changes to its estate tax laws that affect both the exemption threshold and the tax rates applied to estates.
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Kaizen Team | Jun 3, 2025

Your RSUs Just Vested - Here's Why Selling May Be the Smartest Move

Stocks
Employer Awards
RSU
Restricted Stock Units (RSUs) can build meaningful wealth—selling them at vesting is often the smartest way to protect and maximize their value.
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Kaizen Team | May 28, 2025

The New House Tax Bill: What it Means for You

Taxes
Tax Planning
Congress
Economy
Politics
Congress is revisiting the 2017 Tax Cuts and Jobs Act, and the new House bill could mean big changes for individuals, estates, and clean energy.
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Kaizen Team | May 15, 2025

Cybersecurity Myths DEBUNKED

Cybersecurity
How can you separate the facts from fiction in the digital age? This week's Kaizen Capsule explores common cybersecurity myths and reveals the truth, some of
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Kaizen Team | May 2, 2025

Market Timing: A Playbook Built on Luck, Not Strategy

Market Timing
Market Commentary
Stock Market
What the heck just happened? Here's the play-by-play of the beginning of April 2025.
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Kaizen Team | Apr 18, 2025

Kaizen 2025 Q1 Market Review

Market Review
Market Commentary
World Market
Stock Market
Inflation
As we wrapped up the first quarter of 2025, we wanted to provide you with a concise update on key market developments and economic insights from around the
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Kaizen Team | Apr 7, 2025

Tariff Tantrum: Staying Grounded Amid Market Noise

Market Commentary
Stock Market
Tariff
Politics
Economists have dubbed it the “Tariff Tantrum,” as Wall Street sends a loud, messy message to the White House: We’re not thrilled.
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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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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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