Resources

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  • Nov 30 2018
    glasses looking at hacker computer screen
    Our Thoughts on the LPL Financial Data Breach – November 2018

    One of LPL Financial's providers experienced a data breach. Even though our partnership with them ended, your security might be at risk. Read our thoughts.

  • Nov 29 2018
    lady going over tax forms with calculator
    It’s the Season of Giving: Make Your Charity Giving Work for You

    Do you love giving to charity? Read how you can reduce the amount of taxes you will owe by taking advantage of the charity tax deduction.

  • Nov 27 2018
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    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 16 2018
    person using a calculator to determine tax and charitable giving allocation
    Gifting Might Be a Viable Strategy to Limit Taxes

    Charitable giving is a great way to save on taxes--even under the new Trump Administration tax laws. Here are 3 great examples.

  • Nov 7 2018
    keys on a wooden table with a house keychain
    Should You Pay off Your Mortgage? A Difficult Decision.

    It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!

  • 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.

  • Nov 1 2018
    older couple enjoying retirement and a glass of white wine
    Retirement Planning Strategies: 7 Year-End Mistakes to Avoid

    Some of the biggest mistakes advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.

  • Oct 30 2018
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    3 Things We Are Doing to Defend Against Hackers

    Since we became an RIA firm in 2017, we have invested significant resources to defend our clients against hackers and cybercrime attacks. Here are 3 examples!

  • 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.