- Aug 2 2018How 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 2018Markets 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 2018Ladies, 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 2018Your 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.Jul 19 20183 Reasons People Fail in Retirement
3 of the most common reasons people fail in retirement. Wondering if you're making the same mistakes? Read more to find out.Jul 18 2018Your House: Is a Bubble about to Pop in Metro Portland/Clark County? (Part Three)
Several factors have aided the housing bubble recovery both in Portland and the US at large. While today they are helpful, some risk still exists.Jul 17 2018One 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 2018Stop 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 2018Your 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?