Dieter Drews, JD, Author at prismadvisor.com

30Oct2025

Maximizing Your Tax Savings Before Year-End

Thoughtful year-end planning can help you maximize deductions, take advantage of credits, and position yourself for a stronger financial future.

As the year draws to a close, now is the perfect time to review your finances and take steps to reduce your tax liability. Thoughtful year-end planning can help you maximize deductions, take advantage of credits, and position yourself for a stronger financial future. Here are key strategies to consider before December 31.

27Sep2025

Stock Market Update and October Outlook

September Recap: A Stronger Month Than Expected

September is often a tough month for the stock market, but this year was different. The S&P 500 and Nasdaq both climbed higher, helped by optimism around new technologies, strong company earnings, and the Federal Reserve beginning to cut interest rates. Big tech news, like Nvidia’s partnership with OpenAI, also gave markets a boost.

26Aug2025

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages.

As the year winds down, many individuals begin thinking about charitable giving. For some, it’s an opportunity to support meaningful causes and make an impact in the community. For others, it’s also a strategic way to manage taxes before December 31. With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages. Here are several strategies to consider as you plan your year-end giving.

Prism Capital Management Office Move to Burlington, WA

1Aug2025

We’ve Moved To Our New Burlington Office

We’ve Moved! Come Visit Us at Our New Burlington Location

We’re excited to announce that Prism Capital Management and Prism Tax & Accounting Services have officially relocated from Mount Vernon to a brand-new office in Burlington! This move marks an important step forward for our team as we continue to grow and enhance the services we provide.

28Jul2025

Stock Market Update and August Outlook

The U.S. stock market showed resilience in July 2025, with the S&P 500 and Nasdaq reaching record highs despite ongoing trade policy uncertainties. The Dow also trended upward, nearing its first record high of the year. Strong corporate earnings, with 80% of S&P 500 companies beating expectations, and a robust labor market with a 4.1% unemployment rate supported market gains. Technology and consumer cyclical sectors led, with gains of 10.3% and 8.9%, respectively. However, tariff-related concerns introduced volatility, keeping investors cautious.

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Fiduciary Financial Advisors in the Pacific Northwest

Author Archives: Dieter Drews, JD

Maximizing Your Tax Savings Before Year-End

Maximizing Your Tax Savings Before Year-End

Thoughtful year-end planning can help you maximize deductions, take advantage of credits, and position yourself for a stronger financial future.

Stock Market Update and October Outlook

September Recap: A Stronger Month Than Expected

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

Charitable Giving Strategies to Maximize Tax Benefits Before Year-End

With proper planning, charitable contributions can both reflect your values and provide meaningful tax advantages.

We’ve Moved To Our New Burlington Office

We’ve Moved! Come Visit Us at Our New Burlington Location

Stock Market Update and August Outlook

Stock Market Update and August Outlook