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Market Update and Portfolio Rebalance-November 2023

Market Update and Portfolio Rebalance-November 2023

by kimballcreekpartners | Nov 8, 2023 | Kimball Creek Videos

We have recently completed our semi-annual Fall Rebalance and Portfolio review. We largely felt comfortable “staying the course” with most of our holdings. However, the economic landscape is ever changing. And with those changes come opportunities for strategic...
Offering Thanks-What to be grateful for this time of year

Offering Thanks-What to be grateful for this time of year

by kimballcreekpartners | Nov 7, 2023 | Kimball Creek Blog

The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re thankful for, now that we’re in the second...
Who will pick your Retirement Living Solution?

Who will pick your Retirement Living Solution?

by kimballcreekpartners | Apr 27, 2023 | Kimball Creek Videos

April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living! Video series: Part 1:April and Brock introduce...
No Plan Fits Everyone: Introduction to Senior Housing. (Part 1)

No Plan Fits Everyone: Introduction to Senior Housing. (Part 1)

by kimballcreekpartners | Apr 27, 2023 | Kimball Creek Videos

April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living! Video series: Part 1: You’re watching this...
How to know when you need a new situation?  (Part 2)

How to know when you need a new situation? (Part 2)

by kimballcreekpartners | Apr 27, 2023 | Kimball Creek Videos

April Sage is the Founder of Senior Housing Advisory Services. In this series, Dr. Brock and April discuss the different levels of care for senior housing options and how to begin planning for the next phase of living! Video series: Part 1: April and Brock introduce...
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Kimball Creek Partners

Provident Building
917 Pacific Ave # 407,
Tacoma, WA 98402

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Email: admin@kimballcreekpartners.com

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Kimball Creek Partners is not a registered broker-dealer or investment advisor.

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