Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
03.31.2026
At our core, we believe quality investments lead to the best long-term success while minimizing downside risk. We believe dividends and yield matter in our portfolios. We believe it is important to stay diversified, to not follow fads or chase returns. And we believe focusing on the financial plan, rather than the markets, leads to a life well lived and ultimately, success.
03.11.2026
Remember when we used the term “green shoots” in 2009 to describe the budding good things going on in our economy, coming out of the Great Recession? It was meant to describe early indicators of overall improvement. And I say it now; Oregon has lots of green shoots. Not just because it is early spring outside, and