Resources

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  • Aug 8 2018
    fixed income as an ingredient: table with money, balance sheet, minature wood house
    Views on Fixed Income: Fixed Income as Ingredient, Not Total Solution (Part Three)

    Fixed income is merely an ingredient for conservative investors. Read why a mix of income generation and reduced volitility could help the current market.

  • Aug 7 2018
    Investment Dashboard 2018 (Part 1: Stocks vs. Bonds)

    Will markets go up or down in 2018? Are stocks or bonds (or both) better? See 7 of the most important charts that may drive your investments in the future.

  • Aug 7 2018
    calculator and pencil on balance sheet
    Views on Fixed Income: Stocks, Bonds, and Inflation (Part Two)

    Inflation can impact bond yields. Even if bonds decline due to higher interest rates, stocks in many cases can still rise. Read why!

  • Aug 6 2018
    line up of many countries flags against a beautiful blue building
    Investment Dashboard 2018 (Part 2: Economies: US and International)

    Will markets go up or down in 2018? Are stocks or bonds (or both) better? See 7 of the most important charts that may drive your investments in the future.

  • Aug 6 2018
    calculator, stack of US bills and a balance book referencing income
    Views on Fixed Income: Simple History in Pictures (Part One)

    Bond yeilds have fallen across the board over the last 10 years (and beyond). Did they fall too far too fast? Read our thoughts.

  • Aug 2 2018
    professionals shaking hands at a meeting
    How Doing Your Part in a True Fiduciary Partnership Benefits You

    Finduciary advisors care about relationships. They have the same expectations for their clients. Here are 7 ways to maximize your finanicial relationship.

  • Jul 27 2018
    line up of many countries flags against a beautiful blue building
    Markets Historically Ignore Geopolitics, But Fear Economic Risks

    Wondering if you should be concerned when geopolitical headlines from overseas resurface? Take our advice, don't overreact.

  • Jul 25 2018
    blond women sitting on a bench starting at the sky
    Ladies, Would You Like to Have an Extra $100k in Retirement?

    Choices you make about retirement will determine how you live out the last years of your life. Ladies, we can help you optimize your money.

  • Jul 23 2018
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    Your Home: Do You Own Too Much of a Good Thing? (Part Four)

    Metro Portland/Clark County real estate is in a boom, but the bubble could pop someday. Learn why too much home can put your financial health at risk.