Investments

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  • Oct 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 4Q19

    Read Stuart's investment newsletter for a quick update and refresher on the markets, economy, and how they affect your investments.

  • Jul 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 3Q19

    Read Stuart's letter for an update on the markets and investments. The strong rally in 1q19 is flattening out and low-interest rates have limited downside.

  • Apr 9 2019
    magazine of the stock market and investments update
    Investment Newsletter 2Q19

    After one of the worst quarters in a couple of years, risk assets recovered strongly in 1q19. Here's an update on our view of the world and markets...

  • Feb 4 2019
    2018 Was Truly an Unusual Year for Markets

    You can read about our outlook for 2019, but in the meantime, here are 3 facts that made the year 2018 truly unusual in recent market history.

  • Jan 16 2019
    magazine of the stock market and investments update
    Investment Newsletter 1Q19

    We had started 2018 being cautiously optimistic for asset returns. Here's our thoughts on the markets and investments over the last year.

  • Jan 7 2019
    Not All Investment Income Is Created Equal Because of Taxes: Case Studies

    The income you earn on investments can often be deceiving. Read how taxes can affect your investment income and how we can help your complex situaiton!

  • Nov 27 2018
    Not All Income Is Equal Because of Taxes: 3 Types of Income

    Income from investments can come in many forms. Read about the various categories and typical sources of income from a tax perspective.

  • Nov 5 2018
    little white cottage estate with green grass and fence
    Update on Your Real Estate: Portland Is Cooling Off (Part Five)

    After 8 strong years of relentless price gains, the real estate party is cooling off in metro Portland/Clark County. Here are 2 data points.

  • Oct 19 2018
    October Volatility Update
    October Volatility Update: Near-Term Caution, But Looking for Opportunity

    We are watching the market and adjusting our strategies to become more defensive. Here are 3 reasons why we are not completely bearish.