EricksonTV Blog


Small is Still Beautiful

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/22/2017


Client Clips


Curtis Erickson | 11/06/2017


International Stocks

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/02/2017


Bitcoin

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/04/2017


Qualified Charitable Distributions

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/05/2017


Are you Tempted to Cheat on Your Taxes?

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 04/07/2017


Scams

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 03/24/2017


The Market Beaters

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/24/2017


Valuations & Prices

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/17/2017


The Dangerous Side of ETFs

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/10/2017


They Won't Admit They're Sick

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/27/2017


Stay disciplined and don't worry about stock predictions.

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/13/2017


Does money buy you happiness?

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/05/2017


5 Ways To Prepare For Retirement

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/02/2016


Predictions Do Not Work

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/11/2016


Longevity

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/04/2016


Wells Fargo Scandal

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/14/2016


Harvard Study

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/30/2016


Why does accounting matter to a stock investor?

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/23/2016


3 Bills To Pay Off Before Retirement

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/16/2016


SigFig Investment Tracking Service

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/02/2016


Mindset (Part 2)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/26/2016


Lifestyle Planning

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/12/2016


How's your Confidence?

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/29/2016


Mindset (Part 1)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/22/2016


11 Signs That You Own The Right Investment (Part 3)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/08/2016


11 Signs that you own the right investment portfolio (Part 2)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/30/2016


11 Signs that you own the right investment portfolio (Part 2)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/30/2016


Brexit 1.2.3.

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/24/2016


11 Signs you own the right investment portfolio.

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/17/2016


Siegel's Prediction

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/10/2016


Buy, Hold and Rebalancing Works

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/03/2016


Millennial Initiative (Part 2)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/27/2016


The Millennial Initiative (Part 1)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/20/2016


What are your chances of being audited?

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/13/2016


Big Changes for the Broker-Dealers

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/06/2016


Can You Retire Comfortably?

. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 04/22/2016


Buy, Hold, and Rebalance

Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 04/15/2016


Keep Investing Simple

Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 04/01/2016


Health Insurance Tax Credit

Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 03/18/2016


Don't Chase Performance, Diversify.

Donâ??t Chase Performance, Diversify! Today Curtis and Lauren will talk about why Erickson Wealth and Tax Management recommend diversified portfolios instead of individual stock picking. There are a couple legendary names who are individual stock pickers. One of the most legendary is Warren Buffet of Berkshire Hathaway. He has picked companies such as American Express and other companies to fill his portfolio. In 2015, a diversified portfolio was basically flat, meaning it didnâ??t make or lose any money. Warren Buffetâ??s holding lost 12.5% in that same year. The other legendary investor is Carl Icahn who runs a hedge fund and briefly flirted with a stint to be Donald Trumpâ??s Treasury Secretary. Carl posted his worst financial investment losses since the financial crisis because he was so invested in oil. His portfolio dropped 18% in 2015. Lauren and Curtis believe that chasing performance or track record investing doesnâ??t work for most people. Most of the time when someone has a really great year, itâ??s because they took great risks. The risks they take may not be apparent to the average investor. So when you look back at Buffet or Icahnâ??s past investments, you see that they had great returns, but what you donâ??t see is the risks they took to receive those great returns. For example, Icahn took a concentrated risk in oil and it didnâ??t work out for him last year. In other years he could have done great, but at what risk? So, if you had tried to chase Carl Icahnâ??s performance because of his past track record, you would have had a pretty bad year in 2015 and also in 2014. The takeaway from this episode is often making individual stock picking doesnâ??t always pay off. Thank you for watching this episode of EricksonTV. We will see you next time.
Curtis Erickson | 03/11/2016


Best places to retire to reduce overall costs in retirement.

. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 03/04/2016


Buybacks

. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/29/2016


Millennials

. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1 st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/19/2016


The History of the Previous Market Declines

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/04/2016


Don't make this mistake due to the current market

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/28/2016


National Pastime

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/14/2016


GET (Guaranteed Education Tuition)

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/29/2015


60/40

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec . Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/21/2015


Active vs. Passive Funds

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/11/2015


Who do you trust for Financial Advice

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Erickson Wealth & Tax Management- We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: 206-284-9900 Fax: 206-289-5900 curt@curtcpa.com
Curtis Erickson | 12/02/2015


Tapping Into your 401K

On this episode of EricksonTV, Curtis and Lauren discuss the repercussions of taking a loan out of your 401K. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/15/2015


Global Equity Market

On this episode of EricksonTV, Curtis and Lauren discuss how volatility is back in the global equity markets. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/08/2015


Stock Market Outlooks for Fall

On this episode of EricksonTV, Curtis and Lauren discuss a recent article discussing the stock market outlooks. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/01/2015


Life Expectancy and Possibilities

On this episode of EricksonTV, Curtis discusses a recent study about the Life expectancy of men, women and couples. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/25/2015


Is College Worth It?

On this episode of EricksonTV, Curtis and Lauren discuss if a college degree is really needed for your career. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/02/2015


Who Owns the US Debt?

On this episode of EricksonTV, Curtis and Lauren discuss who really owns the US National Debt. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/02/2015


Stock Corrections Part 2

On this episode of EricksonTV, Curtis and Lauren discuss the second half of the Stock Corrections article. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/02/2015


Stock Corrections

On this episode of EricksonTV, Curtis and Lauren discuss the recent stock market corrections. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/28/2015


Never Leave Home Again

On this episode of EricksonTV, Curtis and Lauren discuss an article regarding using smartphone apps for absolutely everything you need. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/20/2015


Retirement Statements

On this episode of EricksonTV, Curtis and Lauren discuss an article about the affects of you viewing your retirement statements regularly. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/13/2015


IRS Scam Calls

On this episode of EricksonTV, Curtis and Lauren discuss an article about scammers calling and pretending to be the IRS. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/06/2015


The Allure of Annuities

On this episode of EricksonTV, Curtis and Lauren discuss the truth behind investing in annuities. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/30/2015


Making a Will

On this episode of EricksonTV, Curtis and Lauren discuss a survey about how many Americans don't have or don't think they need to have a will. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/23/2015


Market Time Investing

On this episode of EricksonTV, Curtis and Lauren discuss market timing and strategies for investing. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/15/2015


Discussing Money with Your Partner

On this episode of EricksonTV, Curtis and Lauren discuss a recent survey about how couples do not discuss how much they earn and finances with one another. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/09/2015


State Run Retirement Program

On this episode of Erickson TV, Curtis and Lauren discuss a recently implemented state run program that requires employees to have to a retirement savings account. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 07/02/2015


Even the Wealthy Worry

On this episode of EricksonTV, Curtis and Lauren discuss a survey about how the wealthy still continue to worry about money and debt. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/26/2015


Regret and Worry

On this episode of Erickson TV, Curtis and Lauren discuss reasons we tend worry and how much people regret worrying. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/19/2015


IRA Balances

On this episode of Erickson TV, Curtis and Lauren discuss the make-up of all U.S. retirement plan assets. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/12/2015


Why Financial Advisers Might Lie

One this episode of Erickson TV, Curtis and Lauren discuss a recent article about why financial advisers might lie to their clients. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 06/05/2015


Economic Forecasts

On this episode of Erickson TV, Curtis and Lauren discuss an article regarding how listing to economic forecasts can lead you astray. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/29/2015


Robo Advisors Part Two

On this episode of Erickson TV, Curtis and Lauren discuss part two of the robo-advisors that are coming on the scene at some financial institutions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/21/2015


Robo Advisors Part One

On this episode of Erickson TV, Curtis and Lauren discuss the rise of robo advisors in place of financial advisors. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/15/2015


Financial Questions for the Older Generation on Retirement

On this episode of Erickson TV, Curtis and Lauren discuss how older investors view retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/08/2015


Financial Questions for the Younger Generation

On this episode of Erickson TV, Curtis and Lauren discuss a recent survey asking our younger generation a few financial questions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 05/01/2015


First Quarter Stock Performance

On this episode of Erickson TV, Curtis and Lauren discuss how certain stocks performed in the first quarter. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 04/24/2015


Tax Return Poll

On this episode of Erickson TV, Curtis and Lauren discuss what people tend to do with their tax refunds. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 04/10/2015


Homeowners Deductions

On this episode of Erickson TV, Curtis and Lauren discuss the tax benefits of owning a home. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 04/03/2015


Crazy Tax Deductions: Part 3

On this episode of Erickson TV, Curtis and Lauren discuss the third and final part of the 10 crazy sounding tax deductions that the IRS say are legit. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 03/27/2015


Crazy Tax Deductions: Part 2

On this episode of Erickson TV, Curtis and Lauren continue to discuss the 10 crazy sounding tax deductions that the IRS says are legit. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 03/20/2015


Crazy Tax Deductions: Part 1

On this episode of Erickson TV, Curtis and Lauren discuss a recent article in Forbes magazine about some of the craziest tax deductions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 03/13/2015


Proposal for New Rules

On this episode of Erickson TV, Curtis and Lauren discuss President Obama's new proposed tax and investing rules. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 03/06/2015


Current Trends for Tax Season: Part 2

Curtis and Lauren discuss the second half of the article regarding current trends for the upcoming tax season. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/27/2015


Current Trends for Tax Season: Part 1

On this episode of Erickson TV, Curtis and Lauren discuss a recent survey regarding new trends you might see in this tax season. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/20/2015


Multi-Generational Households

On this episode of Erickson TV, Curtis and Lauren discuss a recent survey regarding multi-generational households and how they could influence the economy. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/13/2015


Preferred Investments

On this episode of Erickson TV, Curtis and Lauren discuss a recent survey from Bankrate.com regarding a group of individuals preferred investments. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 02/06/2015


Can the Super Bowl predict the stock market?

On this episode of Erickson TV, Curtis and Lauren discuss a USA Today article relating the Super Bowl winner to stock market predictions. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/30/2015


Investor Activity

On this episode of Erickson TV, Curtis and Lauren discuss a SigFig, a service that tracks investors investing activities. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/23/2015


Who to Trust for Financial Advice

On this episode of Erickson TV, Curtis and Lauren discuss a recent poll about who people tend to trust for financial advice. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/16/2015


Investing Worldwide

On this episode of Erickson TV, Curtis and Lauren discuss the international stock market and the changes that can occur with our currencies. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/09/2015


Contentment Factor

On this episode of Erickson TV, Curtis and Lauren discuss an article by financial planner Scott Burns talking about how retirement is marketed to retirees and pre-retirees. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 01/02/2015


Tax Changes for 2015

On this episode of Erickson TV, Curtis and Casey McKinlock discuss some tax changes for 2015 that need to be acted upon before the end of the year. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/24/2014


Stock Predictions

On this episode of Erickson TV, Curtis and Lauren discuss an article regarding financial experts forecasts on the stock market. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/22/2014


Americans Flunk Retirement: Part 2

On this episode of Erickson TV, Curtis and Lauren discuss the second half of the questions and answers to the "Americans Flunk Retirement" quiz. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/12/2014


Americans Flunk Retirement: Part 1

In this episode of Erickson TV, Curtis and Lauren discuss the answers to a quiz by USA Today about retirement income literacy. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 12/05/2014


When to Take Social Security

On this episode of Erickson TV, Curtis and Lauren talk about the risks of taking social security before you reach retirement age. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/28/2014


Covering Costs During Retirement

On this episode of Erickson TV, Curtis and Lauren how much a recent study says you need to save to cover medical bills in retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/21/2014


International Investing

On this episode of Erickson TV, Curtis and Lauren discuss international investing and the ups and downs of the stock market. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/14/2014


Will Robots Take Over our Jobs?

In this episode of Erickson TV, Curtis and Lauren discuss a prediction of a significant loss of lowered skilled type jobs to be replaced by robots. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 11/07/2014


Preparing to Leave your Career Behind and Retire

In this episode of Erickson TV, Curtis and Lauren discuss how you prepare for leaving your career and make sure you don't lose your identity.
Curtis Erickson | 10/31/2014


5 Star Rating

In this episode of Erickson TV, Curtis and Lauren discuss investment funds using the 5 star rating. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/24/2014


Rebalance

In this episode of Erickson TV, Curtis and Lauren discuss re-balancing and that you should buy when the market is low and sell when its high. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/20/2014


How do you make Decisions?

http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/10/2014


Is the Recession Over?

In this episode of Erickson TV, Curtis and Lauren discuss a recent survey published about whether or not individuals believe the recession is over. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 10/03/2014


Fears of Retirement

In this episode of Erickson TV, Curtis and Lauren discuss the fears individuals have about running out of money to live on during retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/26/2014


Procrastination

In this episode of Erickson TV, Curtis and Lauren discuss a recent survey published about procrastination and the way we put things into boxes in our brains. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/19/2014


Where to put your money upon retirement

In this episode of Erickson TV, Curtis and Lauren discuss if you should leave your money in your employers 401K or roll it to an IRA upon retirement.
Curtis Erickson | 09/12/2014


Alternative Funds

In this episode of Erickson TV, Curtis and Lauren discuss different types of alternative funds. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 09/05/2014


Sandwich Generation

In this episode of Erickson TV, Curtis and Lauren discuss the sandwich generations road to retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/29/2014


Communication is Key

In this episode of Erickson TV, Curtis and Lauren discuss the lack of communication between couples on retirement. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec Custom Video Description. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long. 200 1st Avenue West, Suite 401 Seattle, WA 98119 Phone: (206) 284-9900 Fax: (206) 289-5900 curt@curtcpa.com
Curtis Erickson | 08/22/2014


Regrets from the Past: Part 2

On this episode of Erickson TV, Curtis and Lauren discuss the second half of the article in USA Today about the regrets of people 60 and over. http://www.curtcpa.com Seattle CPA, PFS, Curtis Erickson Seattle Investment Advisor, Lauren Vignec
Curtis Erickson | 08/15/2014


Regrets from the Past: Part 1

In this episode of Erickson TV, Curtis and Lauren discuss the statistics associated with a survey about what regrets people age 60 and older have. Erickson Wealth & Tax Management - We help you invest to maximize your retirement savings while controlling the risks you face. We also make taxes as painless as possible through efficient technology, IRS audit protection, and being here for you with proactive planning all year long.
Curtis Erickson | 08/11/2014


Living the American Dream

In this episode of Erickson TV, Curtis and Lauren discuss the realities of living the American dream.
Curtis Erickson | 08/01/2014


The True Meaning of Funds' Star Ratings

In this episode of EricksonTV, Curtis and Lauren discuss the usefulness, or lack thereof, of funds' star ratings.
Curtis Erickson | 07/25/2014


Back to Summer School Series: Rebalancing

In the final installment of their Back to Summer School Series, Curtis and Lauren discuss investor turnover trends and the one kind of trading that makes sense.
Curtis Erickson | 07/11/2014


Back to Summer School Series: Investment Tracking by Trade Activity

In Part IV of our Back to Summer School Series, Curtis and Lauren discuss the findings of SigFig, an organization that tracks over half a million investment accounts with total assets of $200 billion
Curtis Erickson | 07/11/2014


Back to Summer School Series: Passive vs Active Investing

In Part I of the new Back to Summer School Series, Passive vs Active Investing, Curtis and Lauren explain the difference between the two investing models and why they think one is better than the other.
Curtis Erickson | 06/13/2014


Back to Summer School Series: Indexes that Make a Difference

In Part III of EricksonTV's 2014 Back to Summer School Series, Curtis and Lauren look at both US and international indexes while exploring the factors make a difference.
Curtis Erickson | 06/12/2014


Back to Summer School Series: Legendary Passive Investing Advocates

In Part II of EricksonTV's new Back to Summer School Series, Curtis and Lauren talk about Warren Buffett, Charles Schwab, and the differences between index funds, ETFs, and sector ETFs.
Curtis Erickson | 06/11/2014


EricksonTV Greatest Hits: Procrastination? Just do it

This time, Curtis and Lauren discuss why we procrastinate, how it negatively affects our ability to benefit from tax and investment planning, and what we can do to change our behavior.
Curtis Erickson | 06/06/2014


A Balancing Act - Funding the Now and the Future

In this episode of EricksonTV, Curtis and Lauren discuss a survey on retirement savings fears and habits. They also explore what keeps people from saving for the future even when they want to.
Curtis Erickson | 05/30/2014


The Healthiest States for Retirees

Today on EricksonTV, Curtis and Lauren discuss United Health Foundation report on the healthiest and least healthy states for retirees including what factors correlate to healthy rankings.
Curtis Erickson | 05/23/2014


Avoiding Fake IRS Scammers


Curtis Erickson | 05/16/2014


Retirement Preparedness by Generation

In this episode of EricksonTV, Curtis and Lauren compare the different retirement saving strategies employed by Baby Boomers, Generation X, and Millennials.
Curtis Erickson | 05/09/2014


Stock Return Predictability

Today on EricksonTV, Curtis and Lauren discuss a Vanguard study that explored which, if any, factors can help predict stock returns
Curtis Erickson | 05/02/2014


The Centenarian Life

This time on EricksonTV, Curtis and Lauren discuss a survey of those age 100 and older in the US and how living longer requires your assets to live longer too.
Curtis Erickson | 04/25/2014


The Heartbleed Bug

In this episode of EricksonTV, Curtis and Lauren discuss the ins and outs of the Heartbleed Bug.
Curtis Erickson | 04/18/2014


Mickey Rooney & The Importance of Estate Planning

Curtis and Lauren discuss the recent death of Mickey Rooney and the benefits of estate planning, no matter how large or small the estate.
Curtis Erickson | 04/11/2014


EricksonTV Greatest Hits: Filing an Extension for your Return

On this episode of EricksonTV, Curtis and Lauren discuss the pros and cons of filing an extension for your tax return.
Curtis Erickson | 04/04/2014


EricksonTV Greatest Hits: The Beginning of the Tax Return

Seeing as we are in the thick of tax season, we thought it would be a great time to bring you one of our EricksonTV Greatest Hits, from October 2011, chronicling the evolution of the tax return.
Curtis Erickson | 03/28/2014


The Spouses' Dilemma: Filing Jointly or Separately

In this episode of EricksonTV, Curtis discusses the exceptions to the general rule that married couples should file jointly.
Curtis Erickson | 03/21/2014


Active Funds vs Passive Funds

Today on EricksonTV, Curtis and Lauren explain the difference between active funds and passive funds and examine the possible outcomes over different periods of time.
Curtis Erickson | 03/14/2014


Retirement Readiness by State

In this episode of EricksonTV, Curtis and Lauren discuss a recent report analyzing each state's retirement readiness, highlighting the most and least prepared states.
Curtis Erickson | 03/07/2014


Social Security, Stealth Taxes, & The Middle Class

Today on EricksonTV, Curtis and Lauren discuss the taxes on Social Security benefits currently in place, how they affect the middle class, and the bill that could change them.
Curtis Erickson | 02/28/2014


Google Fiber

Today on EricksonTV, Curtis and Lauren discuss Google Fiber including where it's going, how it's being used, and how it's helping.
Curtis Erickson | 02/21/2014


401(k)s - Get Planning

In this episode of EricksonTV, Curtis and Lauren discuss how the recent increase in 401(k) balances isn't as great as it seems and why you should start saving for retirement now.
Curtis Erickson | 02/14/2014


The Affordable Care Act: Exceptions

In part two of the series on the Affordable Care Act, Curtis and Lauren discuss the exceptions to the penalties in place for lack of insurance.
Curtis Erickson | 02/07/2014


The Affordable Care Act: Penalties

Curtis and Lauren discuss the way in which the penalties for not having proper insurance are calculated and why owing the IRS money might be a good thing.
Curtis Erickson | 01/31/2014


Security Breaches & A Small Company Tilt

In this episode of EricksonTV, Curtis and Lauren discuss a small company with an innovative way to fight internet security breaches. They then explore the idea of giving your investment portfolio a small company tilt.
Curtis Erickson | 01/24/2014


Getting In Touch With The IRS

In the first EricksonTV episode of 2014 Curtis and Lauren discuss the difficulties people face when trying to get in touch with the IRS including why their customer service is lacking and how tax professionals can help.
Curtis Erickson | 01/10/2014


2014 Investing Resolutions - Part II

In Part II of 2014 Investing Resolutions, Curtis and Lauren discuss the merit of three New Year's resolutions for investors as outlined by USA Today.
Curtis Erickson | 12/31/2013


2014 Investing Resolutions - Part I

In Part I of the newest EricksonTV series, 2014 Investing Resolutions, Curtis and Lauren urge everyone to stop stock picking and listening to so-caled financial experts' bold predictions.
Curtis Erickson | 12/27/2013


Retirement Planning for the Self-Employed

In this episode of EricksonTV, Curtis and Lauren explore the results of a survey by USA Today on the current retirement planning trends of the self-employed.
Curtis Erickson | 12/20/2013


Get In & Stay In

In this episode of EricksonTV, Curtis and Lauren discuss the flaws of market timing and explain how staying disciplined can improve your portfolio performance.
Curtis Erickson | 12/13/2013


Women & The Financial Industry

In this episode of EricksonTV, Curtis and Lauren explore why women can, especially in the past, have a hard time working with financial advisors, and what can be done to change it.
Curtis Erickson | 12/06/2013


Positive Trends to be Thankful For

In this episode of EricksonTV, Curtis and Lauren discuss current positive trends we can all be thankful for this Thanksgiving.
Curtis Erickson | 11/27/2013


Health Directives: A Real Life Story

In this episode of EricksonTV, Lauren tells Curtis about his father's recent passing and how it taught him the importance of working out your medical Power of Attorney and completing your health directives.
Curtis Erickson | 11/22/2013


Mark Matson - Back on the Air


Curtis Erickson | 11/15/2013


Anything But The Mortgage Process

In this episode of EricksonTV, Curtis and Lauren take a look at what people would rather do than go through the challenge of the mortgage process again.
Curtis Erickson | 11/08/2013


Phantom Gains

In this episode of EricksonTV, Curtis and Lauren dispute the idea that the 3rd quarter's gains were phantom gains by explaining the factors that drive the stock market.
Curtis Erickson | 11/01/2013


Index Investing Part II: Passive Management

In Part II of the Index Investing series, Curtis and Lauren discuss the difference between active and passive management and explain the benefits of using structured passive funds.
Curtis Erickson | 10/25/2013


Index Investing Part I: The Economics Nobel

In this episode of EricksonTV, Curtis and Lauren begin their two-part discussion on index funds and investing by explaining the research done by the three winners of the Nobel Prize for Economics and how they tie together.
Curtis Erickson | 10/18/2013


Retirement Expectations & Reality

Curtis and Lauren discuss the lack of realism among people in terms of what it takes to keep up a certain standard of living in retirement.
Curtis Erickson | 10/11/2013


Government Shutdowns

In light of the government shutdown Tuesday, Curtis and Lauren use this week's episode to discuss the fact that, historically, stock have shrugged off previous shutdowns.
Curtis Erickson | 10/04/2013


The Nuts & Bolts of the Affordable Care Act

In this episode of EricksonTV, Curtis and Lauren discuss the Affordable Care Act and who it will and will not impact starting Tuesday, October 1, 2013.
Curtis Erickson | 09/27/2013


Time Flies

In this episode of EricksonTV, Curtis and Lauren discuss a recent study on the perception of time and how it might help to explain the common experience of time speeding up with age.
Curtis Erickson | 09/20/2013


The Problem with Predictions

Curtis and Lauren draw a comparison between hurricane prediction and stock prediction.
Curtis Erickson | 09/13/2013


The Wall of Worry

Curtis & Lauren discuss the "Wall of Worry" in investing.
Curtis Erickson | 09/06/2013


A Working Retirement

In this installment of EricksonTV, Curtis and Lauren discuss the reality of a working retirement and give suggestions for the best way to go about it.
Curtis Erickson | 08/30/2013


Living to Age 120

Today on EricksonTV, Curtis and Lauren discuss Americans' response to the prospect of living to 120 and explore the possible reasons they feel they way they do.
Curtis Erickson | 08/23/2013


401(k) Loans

In this episode of EricksonTV, Curtis and Lauren discuss 401(k) loans and why in general they should be avoided.
Curtis Erickson | 08/16/2013


Your Brain in Retirement: Use It or Lose It

Today on EricksonTV Curtis and Lauren discuss a recent study showing that later retirement may reduce risk for dementia and how you can achieve that reduced risk without retiring later.
Curtis Erickson | 08/09/2013


Golf & Taxes

In this episode of EricksonTV, Curtis and Lauren discuss Phil Mickelson's big win in the British Open, his subsequent tax rates, and how passively investing can lower your taxes.
Curtis Erickson | 08/02/2013


Rebalancing 101

Curtis and Lauren go over the basics of rebalancing and why it is necessary.
Curtis Erickson | 07/26/2013


Beatlemania & The Importance of Equity Investments

Today on EricksonTV, Curtis and Lauren compare the increase in Beatles/Paul McCartney ticket prices and the S&P 500 between 1964 and now and how it just goes to show equity investments are necessary for maintaining a standard of living in retirement.
Curtis Erickson | 07/19/2013


SEC Approves Hedge Fund Advertisements

In this episode of EricksonTV Curtis and Lauren discuss the SEC's decision to drop the ban on hedge fund advertisements. They go over the difference between hedge funds and mutual funds and why the ban might still be a good idea.
Curtis Erickson | 07/12/2013


Bond Funds & Gold Funds

Curtis discusses the ongoing trend of moving money from stock and equity funds to bond and gold funds and why that may not be the best idea.
Curtis Erickson | 07/05/2013


Can Money Buy Happiness?

In this episode of EricksonTV, Curtis and Lauren discuss whether or not money can truly buy happiness and how the capability of happiness is on a relative scale.
Curtis Erickson | 06/28/2013


Revised IRA Rule Helps Retirees

In this installment of EricksonTV, Curtis and Lauren discuss the IRA rule that was recently revised by Freddy Mac and how it benefits retirees by increasing their ability to refinance.
Curtis Erickson | 06/21/2013


3D Printing & Economic Growth

In this episode of EricksonTV, Curtis and Lauren explain the process of 3D printing and why it makes them optimistic for future economic growth.
Curtis Erickson | 06/18/2013


Global Poverty on the Decline

In this episode of EricksonTV, Curtis and Lauren discuss the United Nation's most recent report on global poverty, the reduction of poverty worldwide, and what that means for global investors.
Curtis Erickson | 06/18/2013


Erickson Wealth and Tax Management, CPA
W. Curtis Erickson Jr, PS Inc.
Registered Investment Advisor

200 1st Avenue West Suite 401, Seattle, WA 98119
T: (206)284-9900 F: (206)289-5900 E: curt@curtcpa.com
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