EVENTS

CPWM is hosting another Quarterly Market Review with Dimensional Fund Advisors’ (DFA) Apollo Lupescu, PhD on Monday, January 9th at 12:00pm PST. Apollo will discuss key market takeaways from last quarter and 2022, and answer questions that are top-of-mind from participants.

All investments involve varying degrees of risk, including the risk of loss of your entire investment. CPWM does not guarantee any specific outcome and the information that will be discussed by DFA represent the philosophy and/or opinions of DFA only, and may not necessarily reflect the philosophy, processes, or opinions of CPWM, its officers, employees or affiliates. We urge you to consult with your financial advisor in order to determine how any recommended investments may apply to you given your investment objectives.

Investors may wonder whether the stock market will rise or fall based on the results of the upcoming US mid-term elections. Join Columbia Pacific Wealth Management’s Nate Haskell and Dimensional’s Apollo Lupescu for a conversation on the historical relationship between US elections and stock market performance.

Nate Haskell is a is CFA®, CFP®, Planner, and Lead Advisor at Columbia Pacific Wealth Management. He aims to use his passion in financial planning and investments to guide families in achieving their goals. Apollo Lupescu is vice president at Dimensional Fund Advisors. He is a nationally and internationally recognized speaker who has delivered hundreds of lectures and seminars to financial professionals and individual investors on various investment topics.

All investments involve varying degrees of risk, including the risk of loss of your entire investment. CPWM does not guarantee any specific outcome and the information that will be discussed by DFA represent the philosophy and/or opinions of DFA only, and may not necessarily reflect the philosophy, processes, or opinions of CPWM, its officers, employees or affiliates. We urge you to consult with your financial advisor in order to determine how any recommended investments may apply to you given your investment objectives.

CPWM will be hosting an evening of inspirational storytelling and conversation with Ed Viesturs. Ed is the only American to have climbed all 14 of the world’s 8,000-meter mountain peaks, and the fifth person to do so without using supplemental oxygen. He speaks about the importance of patience in decision making and being conservative with a long-term view of success.

Registration is available for guests and clients of Columbia Pacific. Please reach out to Stacy Schwaegler (stacys@columbiapacificwm.com) or your CPWM contact with questions.

Ed Viesturs made a career as a professional mountaineer. He originally thought to work as a veterinarian, but after earning his degree in Veterinary Medicine, his desire to climb full time changed the course of his life. Viesturs’ eventual goal was to climb all of the world’s 14 8,000-meter peaks without supplemental oxygen. This was a project that he christened Endeavor 8,000. His goal, which eventually took 18 years to complete, ended on May 12, 2005, with his ascent of Annapurna, one of the world’s most treacherous peaks. He is one of only a handful of climbers in history (and the only American) to accomplish this. That same year Viesturs was awarded National Geographic’s Adventurer of the Year. During his career, Viesturs has also made seven successful ascents of 29,028’ Mt. Everest, three of these without supplemental oxygen.

Viesturs still spends his time in the mountains, is an Ambassador for Rolex, and works as a design consultant for several outdoor equipment manufacturers.  Ed also serves as a spokesman and advocate for Big City Mountaineers (BCM), an organization that instills critical life skills in under-resourced youth through wilderness mentoring experiences that help keep kids in school and reduce violence and drug use.

Viesturs resides in Ketchum Idaho with his wife Paula of 24 years, and their four children.

Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. All opinions expressed during the event are current only as of the date hereof and CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed during the event, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed during the event. The discussion or information contained during the event is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained during the event. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.

CPWM is hosting another Quarterly Market Review with Dimensional Fund Advisors’ (DFA) Apollo Lupescu, PhD on Monday, October 10th at 12:00pm PST. Apollo will discuss key market takeaways from last quarter and answer questions that are top-of-mind from participants. This is a valuable opportunity to hear from a highly regarded, senior investment professional who can offer unique perspectives and directly answer questions during the event.

All investments involve varying degrees of risk, including the risk of loss of your entire investment. CPWM does not guarantee any specific outcome and the information that will be discussed by DFA represent the philosophy and/or opinions of DFA only, and may not necessarily reflect the philosophy, processes, or opinions of CPWM, its officers, employees or affiliates. We urge you to consult with your financial advisor in order to determine how any recommended investments may apply to you given your investment objectives.

The past 12 months have been filled with major volatility and market uncertainty, which can often cause panic and lead to emotional investment decisions. CPWM invites you to join us for a lunch discussion focused on assessing your financial plan through times of volatility. Amanda Skrivanich, one of our Lead Advisors, will be joined by Paige Levenstein, from Dimensional Funds, for an engaging conversation for investors in various stages of wealth accumulation and consumption.

Limited registration available. Please reach out to Stacy Schwaegler (stacys@columbiapacificwm.com) or your CPWM contact with questions.

Amanda Skrivanich is a CFP® and Wealth Advisor with Columbia Pacific Wealth Management. She draws on her planning knowledge to collaborate with individuals and their families; creating unique financial plans and investment strategies.  Prior to CPWM, Amanda was an advisor with Fidelity Investments in Downtown Seattle.

Paige Levenstein is a Regional Director in Dimensional’s Global Client Group. Based in the Santa Monica office, Paige helps educate advisors on the firm’s investment philosophy and delivers guidance and support for various messaging and practice management needs.

CPWM will be hosting guided yoga and meditation on our rooftop, followed by a values exercise integrating financial wellness with wellbeing. More details to come.

As your financial wellness increases, so should your quality of life. Wellbeing is more than just mental and physical health – it involves understanding our values and how those drive our behavior. In the values discovery exercise, you will have the opportunity to explore this as a group and individually in relation to your financial wellness and security.

Limited registration available. Please reach out to Stacy Schwaegler (stacys@columbiapacificwm.com) or your CPWM contact with questions.

Yoga and meditation will be led by Jaime Scates Schmitz, who has been described as “a founder, a leader, an innovator and an early adopter” in the Seattle Yoga Community. Jaime is committed to unearthing expressions of internal and external freedom for herself and finds that sharing this type of work brings the greatest pleasure. Her primary goal as a teacher is to provide her students with glimpses of and forays into expressions of freedom. Currently, her personal practices are more focused in the realm of spirit, Shamanism, and meditation.

Jaime has owned and operated successful commercial Seattle based studios, sold-out retreats locally and abroad, presented at the Sun Valley Wellness Festival, been invited to teach on international trips with Escape to Shape, and run two successful 200 Hour RYT Teacher Trainings.

Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. All opinions expressed during the event are current only as of the date hereof and CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed during the event, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed during the event. The discussion or information contained during the event is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained during the event. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.

Amanda Skrivanich, a lead advisor at Columbia Pacific Wealth Management, will be joined by Paige Levenstein, from Dimensional, to discuss the wide-ranging topics that many female investors face when building wealth and taking ownership of their financial futures.

Amanda Skrivanich is a CFP® and Lead Advisor with Columbia Pacific Wealth Management. She draws on her planning knowledge to collaborate with individuals and their families; creating unique financial plans and investment strategies.  Prior to CPWM, Amanda was an advisor with Fidelity Investments in Downtown Seattle.

Paige Levenstein is a Regional Director in Dimensional’s Global Client Group. Based in the Santa Monica office, Paige helps educate advisors on the firm’s investment philosophy and delivers guidance and support for various messaging and practice management needs.

Different types of investments involve varying degrees of risk, including the risk of loss of your entire investment. Past performance is not indicative of future results. All opinions expressed during the event are current only as of the date hereof and CPWM and its employees can give no assurance that the performance of any specific investment recommendation or investment strategy discussed during the event, whether directly or indirectly, will be profitable, or that it will be equal to any historical performance level discussed during the event. The discussion or information contained during the event is not intended to be, and should not be deemed as, personalized investment advice. The recommendations made may not be suitable for your specific individual situation and we encourage you to discuss with your financial professional before undertaking any investment strategy or recommendation contained during the event. The discussions contained in this blog is current only as of the date hereof and may change due to a number of factors, including varying market conditions.

CPWM is hosting another Quarterly Market Review with Dimensional Fund Advisors’ (DFA) Apollo Lupescu, PhD on Tuesday, July 12th at 12:00pm PST. Apollo will discuss key market takeaways from last quarter and answer questions that are top-of-mind from participants. This is a valuable opportunity to hear from a highly regarded, senior investment professional who can offer unique perspectives and directly answer questions during the event.

All investments involve varying degrees of risk, including the risk of loss of your entire investment. CPWM does not guarantee any specific outcome and the information that will be discussed by DFA represent the philosophy and/or opinions of DFA only, and may not necessarily reflect the philosophy, processes, or opinions of CPWM, its officers, employees or affiliates. We urge you to consult with your financial advisor in order to determine how any recommended investments may apply to you given your investment objectives.