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  • Jul 17 2018
    forest with trees
    One Way a Competent Financial Advisor Can Bring You Value

    What is the value in paying for a competent financial advisor? Learn about what a national research firm learned about the dangers of going alone.

  • Jul 16 2018
    Stop Emotion from Shortchanging Your Investments

    Leaving your emotion at the door when it comes to your money takes courage. Let us warn you of the consequences of investing with emotion and no discipline.

  • Jul 12 2018
    Row of mailboxes, missing several numbers. Low supply of homes
    Your House: Low Supply Has Inflated Prices in Portland/Clark County (Part Two)

    Low home supply in metro Portland/Clark County has inflated property values. Find out the causes of the housing boom. Can good times last forever?

  • Jul 11 2018
    Rows of houses, someone's nest egg
    Your House: Are Homes in Metro Portland/Clark County a Bubble Waiting to Pop? (Part One)

    Housing in metro Portland/Clark County WA hit a new historical high. Shall we rejoice or cringe? Learn what might support or pop the housing bubble.

  • Jul 9 2018
    market update, shows stats on computer screen
    Investment Newsletter 3Q18

    We have been looking for ways to reduce risk and expense. Read about the 5 major changes that impacted your portfolios this last quarter.

  • Apr 20 2018
    market update, shows stats on computer screen
    Investment Newsletter 2Q18

    At face value, 1q18 seemed like a fairly calm quarter. However, face value masks the rocky ride markets have experienced. Read more...

  • Feb 10 2018
    women looking at a computer screen that displays the colorful stock market
    How Bad Trades in Volatility Have Exaggerated the Recent Sell-off

    While the market has entered a true correction, read about the technical factors that might take some time to clear out. We're optimistic.

  • Feb 5 2018
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    Market Pullback Might Signal Roller Coaster Ahead

    Find out why a market pullback does not have to end a bull market. Be aware that volatility could still rise further in 2018 after a too calm 2017.

  • Jan 17 2018
    market update, shows stats on computer screen
    Investment Newsletter 1Q18

    Positive gains in many areas are still possible. However, we are also mindful of risks and would not be surprised to see a mild correction. Read more...