Craig Cooper, Financial Advisor at Balance Financial

02/06/2024

13!!!!

So stoked on this kid! Sailing, mountain biking, playing instruments, volunteering in her community. So good! Happy 13 Hazel!

12/09/2021

Momentum Financial Group has adopted Dog Patch! See you on the trails in 2022!

Braking News!

The Momentum Financial Group has adopted Dog Patch trail on the southside of Galbraith Mountain!

Craig has supported Whatcom Mountain Bike Coalition (WMBC) and the Lowell Bike Club over the years with trail maintenance and as a ride leader. It was the teams goal to officially sponsor a trail and starting this fall our crew will be the caretakers of Dog Patch going forward. Look for us out on the trails in 2022!

07/21/2021

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

07/20/2021

JULY BLOG POST

Washington State recently passed legislation mandating public long-term care (LTC) benefits for Washington residents. The Long-Term Care Act was drafted to reduce pressure on the Medicaid system and will be paid for by a 0.58% tax on...

Washington State recently passed legislation mandating public long-term care (LTC) benefits for Washington residents. The Long-Term Care Act was drafted to reduce pressure on the Medicaid system and will be paid for by a 0.58% tax on...

07/19/2021

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

07/16/2021

How long will your retirement money last with regular withdrawals? Have you run the numbers?

This calculator may help you estimate how long funds may last given regular withdrawals.

07/14/2021

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

07/09/2021

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

07/08/2021

In June, stocks moved higher despite accelerating inflation and the Fed’s monetary policy pivot.

The Dow Jones Industrial Average slipped 0.07 percent but the Standard & Poor’s 500 Index rose 2.22 percent. The Nasdaq Composite led, gaining 5.49 percent.1