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The Year to Date (YTD) Dividend total on your December Statement may now include dividends earned on your retirement accounts. Please do not use the December 2020 Statement as a 1099 INT. 
You will receive a 1099 INT form if you earned $10 or more in taxable dividends. 
If you have any questions, please give us a call at 503-760-5304.

Washington State DATA BREACH

The Washington State Auditor’s office recently announced that a third-party provider it uses to transfer files was breached.

This potentially exposes the personal information of 1.6 million Washingtonians who filed for unemployment between Jan. 1 to Dec. 25, 2020, and possibly others. SEE MORE DETAILS.