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  • 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.

  • Oct 18 2018
    debt still rising
    Investments 101: Emerging Markets: Debt Still Rising

    Emerging markets had a banner year in 2017, but the last six months has been less kind. Can superior economic growth overcome their rising debt?

  • Oct 16 2018
    one USD -- inflation
    Investments 101: Inflation and Bonds: Toast of the Town or Simply Toast?

    Bonds have treated investors very well for the last two decades. But is that about to change? Here are our thoughts on how inflation affects bonds.

  • Oct 15 2018
    Investments 101: High Yield Corporate Credit: Don’t Worry, Be Happy?

    The US high yield corporate bond market is pricing in benign news for future credit defaults. Could this impact your other investments? Read to find out!

  • Oct 11 2018
    man sitting on a bench reading the stocks and bonds section of a newspaper
    Investments 101: What Can Bonds Tell Us about the Economy?

    Wondering when you should start to worry about the economy? Treasury bond yields tell us a little more than stocks do. Here's why!

  • Oct 9 2018
    handing undeneath a hovering globe
    Global Stocks: Winners and Losers (Part 3)

    Corporate earnings have kept up (or exceeded) with price appreciation. Who is winning and losing in the global markets? Read our thoughts!

  • Oct 8 2018
    market update, shows stats on computer screen
    Investment Newsletter 4Q18

    We entered 2018 cautiously optimistic on the markets. However, we are growing more cautious. Learn why and what changes we made in August.