- Nov 16 2018Gifting Remains 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 2018Should 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 2018Update 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 2018Retirement Planning Strategies: 7 Year-End Mistakes to Avoid
Some of the biggest oversight’s advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.Oct 30 20183 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 23 20183 Things to Do If You Are a Victim of Cybercrime
Hacking and cybercrime are serious issues that affect many people. Here are 3 things to do if you are a victim of a cyber attack.Oct 19 2018October 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 2018Investments 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 2018Investments 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.