Prism Capital Management, LLC

WE'RE HIRING... Prism Tax and Accounting Services is seeking to hire a detail-oriented and organized individual to join our team as a Bookkeeping and Office Operations Support. This position plays a critical role in ensuring the smooth operation of our office and providing essential bookkeeping services to our clients.

Location: 2801 Commercial Ave Ste 2, Anacortes, WA 98221
Employment Type: Full-time with Benefits; Part-time Available

Learn More and Apply HERE:
https://prismtaxservices.com/bookkeeping-and-office-operations-support

Now Hiring: Bookkeeping and Office Operations Support | Prism Tax and Accounting Services, LLC. Prism Tax Services and Accounting is a reputable firm dedicated to providing top-notch financial services to our clients. With a focus on accuracy, efficiency, and client satisfaction, we strive to deliver tailored solutions that meet our clients’ unique needs.

Announced today, former tax-practice owner John Baker CPA is passing the baton of 35+ years of tax services in Anacortes, WA to Dieter Drews JD, founder and CEO of Prism Tax and Accounting Services LLC. The company serves clients in counties throughout western Washington.

Read Our News HERE:
https://prismtaxservices.com/prism-tax-and-accounting-services-opens-office-in-anacortes

Prism Tax and Accounting Services Opens Office in Anacortes | Prism Tax and Accounting Services, LLC. Prism Tax and Accounting Services is excited to open an office in Anacortes, WA to serve its tax and accounting clients in Skagit County.

from Prism Capital Management, LLC! We take a moment today to celebrate the contributions of workers across industries who make our nation thrive!

https://prismadvisor.com

2023 is shaping up as an action-packed year for tax and financial planning maneuvers. With a 19.6% return on the Standard & Poor’s 500 stock in the first six months of 2023 and a much faster than expected 2.4% gross domestic product growth rate in the U.S. economy, stock prices and the economy have risen much more than expected.

Read Our Insights HERE:
https://prismadvisor.com/2023/08/tax-sensitive-investment-planning-in-2023

Tax-Sensitive Investment Planning In 2023 | Prism Capital Tax-Sensitive Investment Planning In 2023 is a financial resource article by Dieter Drews, JD at Prism Capital Management in Mount Vernon, WA.

Our integrated services are geared to optimize your investments while saving you time and undue stress. Each major financial decision you make can build on the previous ones, allowing you to move forward with confidence.

Schedule a Complimentary Consultation:
https://prismadvisor.com

Estate planning is a process designed to help you manage and preserve your assets, and to conserve and control their distribution after your death. What estate planning means specifically for you depends on your age, health, wealth, lifestyle, life stage and your ultimate goals.

https://prismadvisor.com/service/estate-planning

Whether you’re just starting your 401k plan or want to easily roll over your existing retirement plan, you’ll experience access to a greater number of investments and substantially lower administrative costs with an AVMA 401k Group Retirement Plan from Prism Capital Management, LLC.

Learn More HERE:
https://prismadvisor.com/service/avma-401k-group-retirement-plan

Inflation is a topic that often grabs headlines and sparks concern among investors. However, it’s important to understand that not all inflation is bad for your financial well-being. In fact, a controlled and moderate level of inflation can bring certain benefits to your investment portfolio and overall wealth management strategy.

Read Our Insights HERE:
https://prismadvisor.com/2023/07/why-some-inflation-is-good-for-wealth-advisory-clients

Why Some Inflation Is Good for Wealth Advisory Clients Why Some Inflation Is Good for Wealth Advisory Clients is a financial resource article by Dieter Drews, JD at Prism Capital Management in Mount Vernon, WA.

With the economy stronger than expected and inflation cooling fast, it’s a Goldilocks economy, and the outlook for 2024 is brightening.

Read Our Insights HERE:
https://prismadvisor.com/2023/07/an-economy-goldilocks-would-definitely-live-with

An Economy Goldilocks Would Definitely Live With An Economy Goldilocks Would Definitely Live With is a financial resource article by Dieter Drews, JD at Prism Capital Management in Mount Vernon, WA.

Inflation, as measured by the Consumer Price Index, rose a scant 0.1% on a seasonally adjusted basis, and the Federal Reserve may be done with raising interest rates, while economic growth is stronger than expected. The list of bullish fundamentals is much longer than the list of bearish signals, and a turning point in the outlook could be taking hold.

Read Our Insights HERE:
https://prismadvisor.com/2023/06/inflation-update-for-investors

Inflation Update for Investors | Prism Capital Management Inflation Update for Investors is a financial resource article by Dieter Drews, JD at Prism Capital Management in Mount Vernon, WA.

From all of us at Prism Capital Management, LLC we wish you a happy and safe !

While life is uncertain and we face new challenges each year, having a solid investment strategy can help protect you against some of the uncertainty. Getting a second opinion is the best way to align your current strategy with your future financial goals. We’ll take the time to listen, and once we know more about you, we'll review your portfolio and investment plan options.

Book Your Second Opinion HERE:
https://prismadvisor.com/appointment

When a spouse, parent, sibling, or other loved one dies, administering their estate becomes the responsibility of a family member or professional. If you are not a professional, expect to be thrusted into details of the Internal Revenue Code after the death of a loved one.

Read Our Insights HERE:
https://prismadvisor.com/2023/06/what-to-know-about-estate-administration

The American Veterinary Medical Association (AVMA) is now offering a new 401k group retirement plan for AVMA members. Available to practice owners and self-employed veterinarians only through Transamerica, which is selectively working with Prism Capital Management, LLC.

Learn More HERE:
https://prismadvisor.com/service/avma-401k-group-retirement-plan

Economist Fritz Meyer said recently that inflation is slowing rapidly and warned of a period of possible deflation. Over the year, inflation is expected to average about 4.1%. Over the next three- and five-year periods, the inflation rate is expected by consumers to come closer to the Federal Reserve’s target of 2%.

Read Our Insights HERE:
https://prismadvisor.com/2023/05/inflation-and-a-reason-for-optimism

Wishing everyone a meaningful Memorial Day filled with gratitude and remembrance. Join Prism Capital Management, LLC as we honor and salute our heroes who made the ultimate sacrifice.

With the economy on the brink of a cycle of negative growth, should no agreement on the debt limit be reached in early June, brinksmanship by the Biden administration and Congressional Republicans is frightening. But the stock market performance indicates investors believe an agreement will be reached.

Read Our Insights HERE:
https://prismadvisor.com/2023/05/weekly-investor-update

Prism Capital Management, LLC would like to wish every mom a very happy today!

Standard deviation measures the risk of price fluctuations in stocks, bonds, cash, and other investments. More important than price volatility is your reaction. Investors obviously all love upside volatility, but extreme negative volatility is intolerable to some people.

Read Our Insights HERE:
https://prismadvisor.com/2023/05/managing-investment-risk-strategically-based-on-facts-and-experience

With a recession more likely following the banking crisis in March, small business owners and those starting new businesses receive some relief from this new tax break that became effective in 2023.

Read Our Insights HERE:
https://prismadvisor.com/2023/04/a-2023-tax-break-for-small-business-owners

It’s National Financial Advisor Day and Prism Capital Management, LLC is so happy we get to serve you!

https://prismadvisor.com

The American Veterinary Medical Association (AVMA) is now offering a new 401k group retirement plan for AVMA members. Available to practice owners and self-employed veterinarians only through Transamerica, which is selectively working with Prism Capital Management, LLC.

Learn More HERE:
https://prismadvisor.com/service/avma-401k-group-retirement-plan

Investments in Individual Retirement Accounts (IRAs) and other retirement accounts qualified under Federal law for tax advantages are the main source of funding retirement in America. Far from perfect, it’s complex but offers opportunities to build wealth and support a standard of living that is the envy of most of the rest of the world.

Read Our Insights HERE:
https://prismadvisor.com/2023/03/retirement-planning-basics-and-tips-for-2023

At Prism Capital Management, LLC, we bring over 30 years of practical experience to our clients. We are an independent fiduciary, which means we work only in your best interests, and avoid conflicts of interest.

https://prismadvisor.com

Though you may never have heard of it before, SVB was a lender to many of the tech industry’s most successful startups, including Andreesen Horowitz, Shopify, and ZipRecruiter. It’s the second-largest bank failure in U.S. history. It spooked the stock market Friday, after growing uncertainty about the mixed signals on the economy.

Read our Insights HERE:
https://prismadvisor.com/2023/03/mixed-economic-signals-and-a-bank-failure

Inflation Rose In January, Indicating Tight Monetary Policy May Continue Into 2024 Inflation Rose In January, Indicating Tight Monetary Policy May Continue Into 2024 is a financial advisor article by Dieter Drews, JD for clients of Prism Capital Management in Mount Vernon, WA.

The 12-month rate of inflation rose in January, according to newly released data, which means the aggressive monetary tightening campaign begun in March 2022 may be extended.

Read Our Insights HERE:
https://prismadvisor.com/2023/02/inflation-rose-in-january-indicating-tight-monetary-policy-may-continue-into-2024

Inflation Rose In January, Indicating Tight Monetary Policy May Continue Into 2024 Inflation Rose In January, Indicating Tight Monetary Policy May Continue Into 2024 is a financial advisor article by Dieter Drews, JD for clients of Prism Capital Management in Mount Vernon, WA.