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Category Archives: Firm News

Michael W. Boone, CFP, CFA Recognized as a Top Financial Advisor by LPL Financial

Bellevue, WA –December 26, 2012—Michael W. Boone, CFP, CFA, an independent financial advisor at MWBoone & Associates, LLC in Bellevue, Washington today announced that he was recognized as a top financial advisor and named to the LPL Financial Chairman’s Council for the fifth consecutive year…

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Michael W. Boone, CFP, CFA Recognized as a Top Financial Advisor by LPL Financial

Benevolence in Bellevue

The path to being an independent financial advisor varies, but a lot of advisors wouldn’t attempt to go independent without first building a substantial client base. That wasn’t the case for Michael Boone, whose modest beginnings have fueled a passion for helping others…

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Benevolence in Bellevue

 

Letter from LPL

 Dear Valued Investor:
On Thursday, May 6, 2010, the stock market, as measured by the S&P 500, expanded its recent pullback with a vengeance as it dropped over 3% for the day after rallying from midday declines of almost 10%. While fear was certainly the undertone for the day, the big declines and subsequent rally happened ……

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http://www.mwboone.com/library/from_LPL_Letter

Happy Independence Day: Quoting our Founding Fathers

Some foundational quotes from the Great Fathers of our nation.  Many of the ideas that we espouse, aspire to, attack and fall short in reaching today are already evident at the beginning.  Celebrate our freedom and independence this weekend and have a great holiday!

When in the Course of human events it becomes necessary for one people to dissolve the political bands which have connected them with another and to assume among the powers of the earth ……

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Prepare for Your Power Years!

 MWBoone & Associates, LLC, presents: Prepare for Your Power Years. This is a workshop that is aimed at helping you learn how to live your dream.

“I have been helping clients for over two decades and this is the best life planning presentation I have seen
                                                                  
                                                                 
~ Michael W. Boone, CFP, CFA

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Thank you! Our clients have selected us “Seattle’s Best in Client Satisfaction” again for 2008

Thank you very much to our clients for nominating and selecting us as a 5-Star award winner “Best in Client Satisfaction”, every year since its inception.  The FIVE STAR award is the only award that is based primarily on independently-verified customer satisfaction and only the top 7 percent of professionals are selected for the honor.  Again, thank you to our clients for making this possible!

Investing for Women Seminar

Are you confident in your ability to achieve financial freedom? Do you have a fear of becoming financially destitute? Are you equipped with the knowledge and skills required to ensure financial security over your lifetime?

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Robert Reamer is now a candidate for his CFP Certificate

Robert has completed his coursework and received a passing grade on the Certified Financial Planner ® examination.  His remaining requirement for becoming a CFP ® licensee  is three  years of industry experience.  We are proud of his dedication and commitment to obtaining this degree, which is the most recognized and respected in the financial planning profession.  Please join us in congratulating Robert for all his hard work!

Welcome!

Michael W. Boone, CFP, CFAWelcome!  As the first independent Wealth Manager in the US with a web site we are pleased to be one of very few with a blog. It is our intent to use this page to communicate with you what is on our minds in a timely manner by adding articles on a weekly basis, so please check back often. I hope you find the site enjoyable and educational.  Thanks for stopping by!

New MBA graduate added to our service staff

Joel WildeboerJoel Wildeboer specializes in Customer Services and New Service implementation. He recently graduated with an M.B.A. in business management from Northwest University.  Previously, he graduated cum laude with a B.A. in Business Administration with a concentration in business management and leadership.  While attending school Joel also managed a local restaurant and played basketball, in which he was twice selected both a Team Captain and Eagle Award winner, given to the outstanding team leader on and off the court.

Joel’s passion is for people; developing relationships, learning and teaching. His hobbies include reading, working out and church activities and his favorite weekend getaways are all outdoors; camping, hiking, snowshoeing and fishing.