STABLER WEALTH MANAGEMENT
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Insights & ​Client Communications

At Stabler Wealth Management we are focused on keeping our clients updated with the latest pertinent information that is important to their financial picture. Whether our ongoing quarterly economic updates or special reports on tax or estate law changes, you can find the latest information from our office here. 

Economic Update - Perspective on Recent Volatility

Dave shares his perspective on the recent market volatility, as well as strategies to take advantage of such volatile periods.

Managing Wealth in 2022 

This video covers topics including an economic update, managing wealth in a rising inflation and rising interest rate environment, and proactive tax planning strategies to consider for 2022. 

​Economic Review & 2022 Outlook 

Welcome to 2022

Happy New Year and welcome to 2022! We hope that you and your family had an enjoyable holiday. It's our primary goal to help you optimize your financial journey. We have put together an overview of areas that we will continue to watch closely this year, in addition to a financial checklist to help you identify items to discuss during your next meeting. ​Many events of the last few years have been unexpected and unprecedented. We enter the new year with excitement and continued ambition to exceed your expectations and provide you first-class service.
welcome_to_2022.pdf
File Size: 490 kb
File Type: pdf
Download File

​Quarterly Economic Update (Fourth Quarter 2021)

quarterly_economic_update_q42021.pdf
File Size: 830 kb
File Type: pdf
Download File

Year-End Tax Report (2021)

year_end_tax_report_2021.pdf
File Size: 830 kb
File Type: pdf
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Year-End Tax Planning for 2021 

Quarterly Economic Update (Third Quarter 2021)

quarterly_economic_update_q32021.pdf
File Size: 1196 kb
File Type: pdf
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Anticipating Rising Interest Rates

 In August 2021 Fed Chairman Jerome Powell announced that so long as hiring numbers continue to improve, the Fed will begin to roll back its low interest rate policies.  This article shares an overview of what that means for investors and how we can help. 
anticipating_rising_interest_rates.pdf
File Size: 460 kb
File Type: pdf
Download File

Quarterly Economic Update (Second Quarter 2021)

quarterly_economic_update_q22021.pdf
File Size: 1144 kb
File Type: pdf
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Taxes Matter

 The following article highlights critical moments in American taxation history that directly impact us today. We also take a chance to highlight strategies for proactive tax planning that are essential to tax efficiency and long-term wealth management. 
taxes_matter_.pdf
File Size: 626 kb
File Type: pdf
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Quarterly Economic Update (First Quarter 2021)

Quarterly_Economic_Update__Q12021_.pdf
File Size: 1183 kb
File Type: pdf
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Location

Contact Us

(425) 646-6327
info@stablerwealthmanagement.com
Stabler Wealth Management
9 Lake Bellevue Drive #108
Bellevue, WA 98005


Directions:
  From I-405
  Take the NE 8th Street exit 13 (if coming from south take the 13B NE 8th East ramp)
  Merge onto NE 8th Street
  Move into the far left lane once you’ve crossed 116th Avenue
  Make a left turn at the stop light onto 120th Avenue NE
  Take the next left turn at the stop light (titled “Private Drive”) into the parking lot
  Go forward until the far end of the lot (can go no further)
​
  Nine Lake Bellevue is the brown building at the end and on your right
(425) 646-6327
​
Advisory services and securities offered by R. Todd Stabler and David Mantell through LPL Financial., Member FINRA & SIPC and an SEC Registered Investment Advisor. Stabler Wealth Management is not a registered broker/dealer or investment advisor. The services mentioned are not available in all states, eligible states may be confirmed by our staff.  This site may contain links to articles or other information that may be contained on a third-party website, which LPL Financial does not control, adopt, or endorse.

Stabler Wealth Management. All rights reserved 2022. 
  • About Us
    • Who We Are
    • Team
    • LPL Advantage
    • Pricing
  • Our Services
    • Investment Management
    • Retirement & Financial Planning
    • Tax Planning
    • Estate Planning
    • Insurance Planning
  • Contact Us
  • INSIGHTS
  • Boeing
  • Client Login
    • LPL Login
    • Financial Plan Login