WaterRock Global Asset Management LLC

08/09/2025

Did you know? 1 in 7 Americans has unclaimed property! Use this free national search tool to see if you have missing money waiting for you:
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There are several ways to find out if you have missing money, including visiting one of your state’s official unclaimed property outreach events. You can also find out immediately by using one of two key online search resources.

03/14/2025

It has been a while since our last post. Sadly this is one time of the year scammers start coming out of the woodwork. The road toll scam is back in full swing. https://www.yahoo.com/news/smishing-fbi-issues-warning-e-141358823.html Soon we will start having the IRS scam calls as we are entering tax season.

As a reminder

FBI issues new warning about nationwide 'smishing' text scam from E-ZPass about fraudulent 'outstanding toll amounts.' Here's what you need to know

12/08/2024

Sound Credit Solutions LLC has a very good point. While this is meant to be humorous too many fall into this trap during the holidays.

04/03/2024

I know you were all curious. Here is what someone needs to earn in Washington to be middle class. There is an interactive map for other states.

A recent study has determined the minimum annual income required for a family of four to be considered middle class in each state. See where Washington ranks.

03/27/2024

It's not to late to open/fund an IRA or certain other retirement vehicles. If you have procrastinated now is the time to call Adam or Kevin to beat the deadline!

03/19/2024

We are offering a bracket contest. No cost to enter and don't even need your information (unless you win). The prize is a $10.00 Starbucks gift card. Enter before the first tipoff. Password to join is "Financial Advisor"

It's bracket time! Join my Yahoo Fantasy Bracket Madness group, WaterRock Global Asset Mgt.

02/29/2024

Which is the best IRA? You can read this article to get some ideas. You can also call and have a conversation.

Opening your first IRA should be just an early step in your ongoing financial education. But the more help you need, the higher fees you're likely to pay.

02/27/2024

Keep informed about finances and check out our newsletters and financial outlook documents.



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29 148th Avenue Southeast, Bellevue, Washington 98007 (425) 698-1463

02/27/2024

I learned that depending on your class of e-bike you may need separate coverage on your auto insurance. If you have an e-bike you should probably talk with your insurance broker. If you were in an accident and your insurance carrier denied coverage you should talk to James Banks at WA Auto Law.

Being involved in an e-bike and car accident can be a traumatic experience that leaves you physically injured, emotionally distressed, and financially burdened. In the moments, days, and weeks following the incident, you may find yourself grappling with insurance claims,…

02/22/2024

Steve writes some wonderful articles for small businesses. Here is one that while written for startups on a budget has some tidbits for business regardless of size. As an example: Managing expenses is a critical component of profitability and business success.



https://www.planetsmallbusiness.com/the-shoestring-entrepreneur/?fbclid=IwAR02hv1oVPpWh7e2moAWOAsUVVWPwYiiGAPfhDWmHmxBjG8DSm4sPPURDHQ

I am an optimist. It does not seem too much use being anything else. —Winston Churchill Starting and growing a business on a shoestring may not be the optimal choice, but in many cases, it’s the only choice. And in fact, starting on a shoestring puts you in good company.…

02/20/2024

We can write a plan and help you understand the probability of running out of money.

You don't want to go broke in retirement. Despite all your preparation, however, you might discover that your retirement is going to cost more than you planned. Learn: 10 Ways for Retirees To Cut Back...

02/15/2024

Save more and spend less. Great advice. Let’s talk about your budget and your balance sheet.

You won’t even owe him a penny for his thoughts.