Badgley Phelps Wealth Managers

The economy continues to normalize after the boom/bust pattern we experienced during the pandemic. On balance, we expect the expansion to continue but remain uneven. While there has been a softer tone to some of the data, retail sales and consumption indicators continue to rise helping to offset the moderation in other parts of the economy. In addition, a record level for consumer net worth, solid gains in consumer income, sustained investment by businesses in the development of artificial intelligence, rising corporate earnings, and easing monetary policy are also positive drivers. Read our complete Q4 Outlook on our blog: https://ow.ly/aNYr50TVHBe #q4outlook #economy #inflation #marketoutlook

Did you hear? Badgley Phelps landed both the Barron’s 2024 Top RIA Firms and Top Women Financial Advisors Lists – again! We’re honored to receive this industry acknowledgement for the amazing work our team is doing in innovating the future of wealth management. 🙌https://ow.ly/86Ho50TL3ty #topriafirms

Get to know our newest Financial Planning Associate, Tucker Kiracofe - a lifelong farmer, American Freestyle Karate black belt, and Virginia Tech grad who recently joined our Virginia office. Read more about Tucker here: https://ow.ly/cLA450TJ1ve Tucker Kiracofe

Congratulations to our 13 partner firms named to Barron's 2024 List of Top 100 RIA Firms! This ranking honors the nation’s leading wealth managers who continue to set new standards of excellence for the industry. We are so proud of our partner firms for their commitment to client service, growth, innovation, and entrepreneurial spirit. Please join us in congratulating these firms: Buckingham Strategic Wealth | The Colony Group | Williams Jones Wealth Management | Bartlett Wealth Management | Summit Financial Wealth Advisors | Douglas C. Lane & Associates, LLC | Joel Isaacson & Co., LLC | Edge Capital Group | Crestwood Advisors | Badgley Phelps Wealth Managers | Kovitz | Adero Partners | Bordeaux Wealth Advisors https://lnkd.in/eCP8fPjB

Hooray for this group of standout Badgley Phelps team members celebrating their work anniversaries in September: 🎉Client Service Associate Kathy Dahm celebrates 20 years 🎉Client Service Associate Eileen Olson, MBA celebrates 11 years 🎉Wealth Manager & Research Analyst Katie Wham, CFA celebrates 7 years 🎉Equity Trader Natalie Mackey celebrates 6 years 🎉Client Service Associate Brittney B. B. Bellessa celebrates 2 years 🎉Client Service Associate Jennifer Gray celebrates 2 years 🎉Client Service Associate Michael Whitehead celebrates 1 year We're grateful for your outstanding contributions to our firm's success! Thank you for your hard work and dedication! 🙌👏 #WorkAnniversary #TeamSuccess

It is likely you (and everyone you know) have experienced increased premiums on your property and casualty insurance policies in recent years. These increases have left many wondering about the reason behind the surge in prices, whether rising premiums may continue, and what other options might be available. Read our take: https://ow.ly/8Ua850TeKUV

Our digital world offers us the convenience of doing just about anything online, from banking to communicating to working, shopping, and beyond. However, the personal and financial information we store and share online is more vulnerable to cyberattacks than ever. Here are three simple steps to protect yourself and your wealth. https://ow.ly/JMQ750T6yrQ

Election years bring a unique blend of excitement and anxiety. Read about three presidential platform issues to watch with your financial plan in mind, some strategies for navigating possible changes effectively, and several insights on investing during an election year. ➡️ https://ow.ly/ikUG50T1w1C #election #election2024 #financialplanning #socialsecurity #incometaxes #estatetaxes #federaldeficit #candidateplatforms

Join us in congratulating these team members on their anniversaries with the firm! 👏Associate Wealth Manager Mitch Steiner celebrates 8 years 👏Controller Becky Dederer celebrates 1 year Thank you for your contributions to our firm’s success!

We were thrilled to cheer on the amazing athletes who participated in the 132rd Annual Washington State Open last week! It was our honor to be a Gold Sponsor alongside Ewing & Clark, Inc. and Silk | Cavassa | Marchetti - and to congratulate Female Open Singles winner Dasha Ivanova while presenting the winner's check. Hats off to all the winners and participants and to Seattle Tennis Club for organizing another great event! #seattle #seattletennis #tennis