Emerald Advisors, LLC

Emerald Advisors, LLC We deliver a customized, consistent wealth management experience to assist all our clients. This platform is solely for informational purposes.

Disclosure:
Emerald Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Emerald Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Emerald Advisor

s, LLC unless a client service agreement is in place.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

August Insights❗This month, we’re highlighting two timely topics that may be top of mind for many households: online sec...
08/14/2026

August Insights❗

This month, we’re highlighting two timely topics that may be top of mind for many households: online security and oil market volatility. As scams become more difficult to recognize, our cybersecurity article shares practical red flags and steps to help protect your personal information. • We’re also taking a closer look at what has been driving recent oil price fluctuations and why changes in energy markets can affect more than just the price at the pump. Together, these articles offer helpful context for staying informed, prepared, and focused on your long-term financial picture.

In this month’s edition of The Emerald Way, we cover:

• How to stay safe from today’s online scams, including phishing attempts, QR code scams, AI voice impersonation, and other red flags

• What’s driving recent oil price volatility and how energy markets can affect inflation, consumer costs, and the broader economy

Latest Market Update:
We also share our August Financial Market Update, covering July’s market activity, inflation trends, labor market data, Fed policy uncertainty, oil price volatility, and what these developments may mean for long-term investors.

Read More:
Cybersecurity Awareness: How to Stay Safe From Today’s Online Scams
https://emeraldadv.com/2026/08/06/cybersecurity-awareness-how-to-stay-safe-from-todays-online-scams/

What’s the Deal with Oil?
https://emeraldadv.com/2026/08/06/whats-the-deal-with-oil/

August Financial Market Update
https://emeraldadv.com/2026/08/06/august-2026-financial-market-update/

For personalized guidance on your long-term financial plan, schedule a meeting with our team: https://app.greminders.com/o/9150d5e1

July Insights❗This month, we’re highlighting two timely topics that can help families and property owners plan with grea...
08/05/2026

July Insights❗

This month, we’re highlighting two timely topics that can help families and property owners plan with greater confidence. First, we take a look at Trump Savings Accounts, a new tax-deferred savings vehicle for children that may play a role in long-term family planning. • We’re also sharing practical steps homeowners can take to help protect real estate ownership records from fraudulent claims and spot potential issues early. Together, these articles offer useful reminders about planning ahead, staying informed, and protecting what matters most.

In this month’s edition of The Emerald Way, we cover:

• What parents should know about Trump Savings Accounts, including eligibility, contribution rules, and key planning considerations

• Practical steps homeowners can take to monitor property records, safeguard personal information, and respond to potential real estate ownership concerns

Latest Market Update:
We also provide monthly market updates to help keep you informed on recent market activity, economic trends, and key planning considerations. Click below to review our most recent update.

Read More:
Trump Savings Accounts: What Parents Should Know:
https://emeraldadv.com/2026/07/13/trump-savings-accounts-what-parents-should-know/

How to Help Protect Real Estate Ownership From Fraudulent Claims:
https://emeraldadv.com/2026/07/13/how-to-help-protect-real-estate-ownership-from-fraudulent-claims/

July Financial Market Update:
https://emeraldadv.com/2026/07/13/may-2026-financial-market-update-2-2/

I’ve decided to take on a bit of a long-term challenge working towards completing the Abbott World Marathon Majors.Sydne...
05/16/2026

I’ve decided to take on a bit of a long-term challenge working towards completing the Abbott World Marathon Majors.

Sydney has recently joined the list, so this year I’ll be lining up for the Sydney Marathon 🏃‍♂️

As part of it, I’m raising funds for Aspect Australia | Autism Spectrum Australia (Aspect), a cause that’s important to me. Autism and mental health more broadly don’t discriminate — they affect people across all backgrounds, and I think it’s something worth supporting where we can.

Training is already underway, and I’m sure it’ll be a bit of a grind over the next few months.

If you’d like to follow along or support the cause, here’s the link absolutely no pressure at all:
https://sm26.grassrootz.com/aspect/michael-smith/donate

Appreciate any encouragement along the way! - Michael Smith

Disclosure: Emerald Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Emerald Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Emerald Advisors does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

April Insights❗Important update for Washington residents: A new “Millionaires’ Tax” has been signed into law, adding a 9...
04/17/2026

April Insights❗

Important update for Washington residents: A new “Millionaires’ Tax” has been signed into law, adding a 9.9% tax on income above $1M starting January 1, 2028. Implementation details are still limited, and legal challenges are likely. • Washington also rolled back its estate tax increase—lowering the top rate from 35% to 20% beginning July 1, 2026, with an exemption of about $3M. Combined with ongoing changes to capital gains and luxury taxes, proactive planning remains essential. If you have questions about how these developments may impact your planning, we’re here to help.

In this month’s edition of The Emerald Way, we cover:

• How the Iran conflict is affecting global shipping routes, oil prices, and market volatility
• What the Fed’s latest signals could mean for interest rates, inflation, and borrowing costs

Read More:

Update on the Iran Conflict and Market Effects
https://emeraldadv.com/2026/04/07/update-on-the-iran-conflict-and-market-effects/

Overview Re: March Fed Meeting
https://emeraldadv.com/2026/04/07/overview-re-march-fed-meeting/

For personalized guidance on your long-term financial plan, schedule a meeting with our team: https://app.greminders.com/o/9150d5e1

Exciting news at Emerald Advisors! 🌟We’re thrilled to welcome **Matt Hill, CFA**, as our newest Portfolio Manager. With ...
02/18/2026

Exciting news at Emerald Advisors! 🌟

We’re thrilled to welcome **Matt Hill, CFA**, as our newest Portfolio Manager. With over a decade of institutional investment experience — from BlackRock to Premera Blue Cross — Matt brings deep expertise across multi‑asset portfolios, structured investments, and alternative strategies. Born and raised in the Seattle area, he’s also an avid golfer, sports fan, and wine enthusiast.

In this month’s edition of *The Emerald Way*, we cover:

• Key insights from the Federal Reserve’s January meeting
• Why rates were held steady — and what the Fed is watching next
• How market conditions and volatility may evolve
• Why tax planning should be an ongoing, year‑round priority

Read more:

January Federal Reserve Meeting Overview
https://emeraldadv.com/2026/02/17/january-federal-reserve-meeting-overview-2/

Trust, Money, and Smart Tax Planning
https://emeraldadv.com/2026/02/17/trust-money-and-smart-tax-planning-a-relationship-worth-nurturing/

If you're thinking about your long‑term financial plan or want personalized guidance, schedule a meeting with our team:
https://app.greminders.com/o/9150d5e1

Emerald Advisors — Purpose Driven Wealth Management

Last Friday, for our team event, we volunteered at Food Lifeline. Big thanks to their team for hosting us—and to our gro...
02/04/2026

Last Friday, for our team event, we volunteered at Food Lifeline. Big thanks to their team for hosting us—and to our group for showing up with great teamwork, positive energy, and a shared commitment to giving back.

🫶🍎

Season's Greetings! Wishing peace and joy this Holiday Season!
12/22/2023

Season's Greetings! Wishing peace and joy this Holiday Season!

We'd like to express our sincere appreciation for your confidence and loyalty. We are deeply thankful. We hope your tabl...
11/23/2023

We'd like to express our sincere appreciation for your confidence and loyalty. We are deeply thankful. We hope your table is filled with family and gratitude this season and may the turkey leg be yours! Happy Thanksgiving to you and yours!

November is Long-Term Care Insurance Awareness month. As the leaves fall and the weather turns colder, it's a time to fo...
11/07/2023

November is Long-Term Care Insurance Awareness month. As the leaves fall and the weather turns colder, it's a time to focus on the critical need for protection against the potential high costs associated with extended medical care and support as we age. And many of our Emerald family know, we are strong believers in Long-Term Care Insurance!

Long-term care insurance, a topic that becomes more pertinent with each passing year, takes the spotlight during this designated month, encouraging individuals and families to consider their future needs and the security such coverage can provide. Reach out to us if you have questions about your Long-Term Care Insurance or if you haven’t made the decision yet, let’s review the peace of mind it offers for the journey ahead.

Address

3055 112th NE Ste 206
Bellevue, WA
98004

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Emerald Advisors, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category