Understanding Today’s Financial Environment
We understand that individuals face distinct challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (503) 446-5003.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A few strategies that may help you prepare for the cost of higher education.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
How do the markets usually react to elections? Was the 2016 election any different?