Pathways to Success

Putting together the pieces that make up your financial puzzle.

Discussion on Medicare, Part 1
Retirement Planning

Discussion on Medicare, Part 1

Often, when discussing Social Security with our clients, the conversation naturally segues to Medicare. Medicare is a federal health insurance program for people aged 65 or older (although you may be able to get Medicare earlier if you have a disability or ...

Orion Ascent 2024 Conference

Orion Ascent 2024 Conference

Last month, Multnomah Group advisors Scott Cameron and Amy Barber, along with client service coordinator, Jennifer Tamayo, ...

What is a 403(b) Plan?

What is a 403(b) Plan?

The employer-sponsored 401(k) plan is so ubiquitous that “retirement plan” and “401(k)” are often used interchangeably by working ...

Understanding Asset Allocation

Understanding Asset Allocation

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what ...