by Kimball Creek Partners | May 25, 2026 | Kimball Creek Videos
Target date funds have become one of the most common investment options inside modern 401(k) plans and for good reason. They’re simple, automatic, and designed to make retirement investing feel effortless. But while target date funds are often marketed as a “set it...
by Kimball Creek Partners | Apr 30, 2026 | Kimball Creek Videos
I’ve spent years helping high-net-worth families in the Pacific Northwest build, protect, and transfer wealth — and I can tell you that the question I’m fielding more than any other right now is some version of this: “Brock, should I be thinking...
by Kimball Creek Partners | Jan 8, 2025 | Kimball Creek Videos, Meaningful Dividends Podcast
Listen here or on Spotify! Many affluent people count vacation homes and rentals as part of their investments. While they didn’t set out to become real estate moguls, their holdings are a significant part of their net worth. But how should these holdings be...
by Kimball Creek Partners | Dec 26, 2024 | Kimball Creek Videos, Meaningful Dividends Podcast
Listen here or on Spotify! There has been tremendous excitement around digital assets. However, navigating the world of finance can be daunting, as investors try and sort the news headlines from the facts. Is there a place for Bitcoin and crypto in a traditional...
by Kimball Creek Partners | Nov 4, 2024 | Kimball Creek Videos
Market returns vary by presidential party in power, but no clear and consistent trend emerges. Despite the perceived importance of this election, and presidential elections are important but can distract investors financially. policy changes also tend to be gradual...
by Kimball Creek Partners | Sep 18, 2024 | Kimball Creek Videos, Meaningful Dividends Podcast
Avoid Double Taxation LLC or S-Corp? Full Podcast Episode Welcome to the latest episode of “Meaningful Dividends”! Dive into the key differences between LLCs and S-Corps with Joseph Anderson, a CPA from Duality Accounting. Discover how to choose the best...
