Estate planning is usually the most overlooked aspect of a person’s financial plan. This makes sense, as people do not want to contemplate the financial—or any other, for that matter—implications of their eventual passing. Having said that, as unappealing as ...
We hope everyone is remaining safe and healthy as we all adjust to the reality of quarantine. But let’s try and make the best of ...
Remember the first paycheck you ever received? You were so proud of, in all likelihood, the minimal amount of money you had ...
Just a couple of weeks ago, we seemed bullet-proof. The market was hitting all-time highs, and it seemed impervious to any ...
It is hard to believe it is already February. It seems like the New Year just started, but time seems to fly by faster and faster ...
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If you’re anything like us, February is the time of year when a typical Pacific Northwest winter seems never-ending. Not only ...
As an investment professional, one of my biggest pet peeves are guesses (our industry calls them “forecasts”) that everyone is ...
It may be hard to believe, but the holiday season is here, which means many Americans are planning to donate to their favorite ...
You may be familiar with the so-called ‘4% rule,’ which can be used as an estimate for a person’s projected retirement spending. ...
For many Oregonians, quirky cultural norms come naturally. For better or worse, this quirkiness sometimes extends to Oregon’s tax ...