Badgley Phelps Wealth Managers

06/16/2026

Midyear can be a useful time to revisit planning decisions that may carry long-term tax implications.

In this article, we look at how Washington’s evolving tax rules may affect high-net-worth residents, including recent changes to estate and capital gains taxes, the potential impact of the new millionaires tax, and why thoughtful coordination across your broader plan still matters.

Read the full article: https://info.badgley.com/blog/washingtons-evolving-tax-rules-strategies-for-high-net-worth-residents

06/11/2026

This summer, we’re pleased to welcome Jenna Unbehend to Badgley Phelps as a Financial Planning Intern.

In her role, Jenna is focused on financial planning and gaining exposure to the work that supports personalized wealth management. She is studying finance and real estate, with a minor in leadership, at Texas Christian University.

On campus, Jenna serves as Secretary of the Finance cohort for the Neeley Mentorship Program and is also involved in the Finance Club and Zeta Tau Alpha.

We’re glad to have Jenna with us this summer and appreciate the perspective and energy she brings to the team!

06/09/2026

In our latest Market Outlook, our research team examines a market environment still being shaped by strong earnings, elevated valuations, inflation pressures, and continued investment in artificial intelligence.

The report also outlines the opportunities and risks we are watching across equities, bonds, commodities, and the broader economy.

Read the full outlook: https://info.badgley.com/blog/an-earnings-led-bull-market

06/04/2026

When the market becomes excited about a new opportunity, investors need perspective.

In a recent Financial Planning article, Badgley Phelps CIO Tim Thomas cautions investors against getting swept up in market hype, noting that successful investing requires looking beyond a company's story to evaluate its fundamentals, valuation, and long-term potential.

Here, we believe disciplined investing means staying focused on what drives long-term outcomes — not the latest headline.

Read more:

With anticipation mounting on pending IPOs from giants like Anthropic, SpaceX and OpenAI, here's what advisors are saying to eager clients who want in.

06/03/2026

IPOs can generate excitement, but thoughtful investing requires more than reacting to headlines.

In this article, Katie Wham explores how newly public companies may fit into a long-term portfolio, what investors should evaluate beyond the initial buzz, and why quality, valuation, and portfolio fit still matter. She also highlights important planning considerations for employees whose companies are preparing to go public.

Read the full article: https://info.badgley.com/blog/beyond-the-hype-embracing-the-true-excitement-of-ipos

06/01/2026

Badgley Phelps was recently recognized by the Puget Sound Business Journal as one of the largest wealth and asset management firms in the Puget Sound region.

We’re grateful for this recognition and, more importantly, for the clients and relationships behind it. Since 1966, our work has been grounded in long-term perspective, thoughtful guidance, and a commitment to helping clients navigate important financial decisions with clarity and care.

View the full list here: https://www.bizjournals.com/seattle/subscriber-only/2026/05/22/largest-wealth-and-asset-management-firms-in-the-puget.html

05/29/2026

Long-term partnerships are built on more than investment results. They are shaped by trust, continuity, and a shared understanding of what matters most.

In our client spotlight on Renton Technical College Foundation, Executive Director Shaw reflects on the value of working with the same Badgley Phelps team over time and the importance of having a partner who understands the foundation’s mission, values, and stewardship responsibilities. She notes that “it’s all about relationships and building trust,” and that consistency has been something the foundation values.

Read the full spotlight:

Client spotlight: Renton Technical College Foundation by User Not Found | Mar 28, 2024 (?) At Badgley Phelps, we have the pleasure of working with many fou

05/25/2026

This Memorial Day, we honor the service and sacrifice of those who gave their lives in service to our country.

We remember them with gratitude and extend our thoughts to the families who continue to carry their memory forward.

05/21/2026

Divorce is a personal decision, and it can carry significant financial implications.

In this article, we look at five financial considerations that may be important before filing, from property division and tax treatment to retirement contributions and housing decisions. It also highlights practical ways to prepare, including reviewing your finances, organizing key documents, and identifying the right professional support.

Read the full article: https://info.badgley.com/blog/the-financial-implications-of-divorce-five-things-to-consider-before-filing

05/19/2026

We recently gathered at the Museum of History & Industry to thank our clients and celebrate the relationships that have shaped Badgley Phelps over the years.

As part of the evening, we also recognized the firm’s 60th anniversary and reflected on the shared history, trust, and continued growth that have defined our work. It was especially meaningful to bring together both longtime and newer clients and to look ahead to the future together.

Thank you to everyone who joined us to celebrate this milestone!