It’s tax season again, and a question we get from a number of clients after receiving their year end statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

Congress did grant a tax deduction for certain investment expenses, but with anything to do with the tax code, the devil’s is in the details. Not to worry though, we’ll use this opportunity to settle the issue no matter your situation.

With thankfulness and appreciation for my friends, family, team and clients, I am excited to celebrate the 2nd birthday of Echo Wealth Management today! It has been a satisfying journey over the past two years of building a strong foundation for the business that focuses on taking the complexity out of wealth management. We have been blessed with amazing client experiences and the supportive efforts from our centers of influence, including attorneys, CPAs, insurance agents, business operations

The day of my engagement (just last month) was the best day of my life.  After a day of anxiety awaiting the proper moment, the time finally arrived. I got down on one knee and she said “Yes.”  The 48 hours following my proposal and her acceptance were a whirlwind of awesomeness – countless phone calls, texts, Facebook messages, Snapchats, Instagram posts, Twitter mentions, and even a couple handwritten “Congratulations” cards in the mail (by far the most memorable, by the way).&nbsp

I recently returned from a 7-day trip back to my hometown, Shenzhen, China. To say I hadn’t been there in a while would be an understatement.  The last time I was in Shenzhen was in August of 1998 when my husband and I had a beautiful Chinese wedding ceremony at the China Folk Culture Village there, to which I invited almost my entire high school class (numbering 37) to attend. 

We are excited to announce that our newest employee Tyler Lodahl has successfully passed the rigorous CFP® certification exam in November!  Tyler has been with Echo Wealth Management since July 2016, working as Associate Wealth Manager by fostering collaborative relationships with our private and corporate clients.  He assists Echo in delivering personal financial planning service using Echo Dashboard and office operations.  Starting in December, he will increasingly aid in