Balcom Investments

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C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
05/26/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

The key to healthcare in retirement might be a patchwork of different choices.
05/22/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

05/19/2026

Are you considering a FIRE retirement? Learn the basics here.

Worried that inflation may rise in the years ahead? You’re not alone.
05/15/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Extended care refers to services needed by those who have a chronic illness or disability.
05/12/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

U.S. Service Members should consider taking advantage of programs that are available.
05/08/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Saving for college doesn’t have to be as complicated as college itself.
05/05/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

How prepared are you for retirement?
05/01/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
04/28/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Does your insurance cover you if you get into an accident with an uninsured driver?
04/24/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Address

2270 Carillon Point
Kirkland, WA
98033

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