Articles
Financial PlanningA Cornerstone of your Wealth Plan: Ideas for Tracking Your Expenses
|Read More“I have no idea what I’m spending…” is a phrase we hear all the time from our clients, and it’s easy to see why. In...
Market CommentaryThe Long Game
|Read MoreIt has been a nervous year for Portland’s basketball fans, but recent reports that the Trail Blazers will be acquired by a consortium intent on...
Market CommentaryInternational Diversification: Is Now the Time?
|Read MoreFor generations, “American Exceptionalism” has been used to emphasize the United States’ advantages compared to other countries, particularly its democratic system and the individual freedoms...
Financial PlanningSpeaking Retirement
|Read MoreOff and on over the years I’ve wanted to learn to speak a second language. Between high school Spanish and Duolingo, I have mastered asking...
Market CommentaryBargain Shopping
|Read MoreWho doesn’t love a good bargain? As consumers, it’s easy to get drawn into the notion of opportunistically snapping up goods and services when their...
Market CommentaryWhat We Know and What We Don't Know About Tariffs
|Read MoreThis past Wednesday, President Trump announced a sweeping set of tariff measures (duties on imported goods), calling the event “Liberation Day.” The measures enacted a 10%...