When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved. Shape it to meet your individual goals and risk tolerances. Keep a lid on the costs. ...
We are thrilled to announce that we have completed our move to a new office in downtown Portland. This move marks a significant ...
One of the main concerns for retirees is outliving their savings. Unfortunately, the high cost of long-term care is potentially ...
Speaking of the litany of terms in our previous Medicare discussion, you’ve probably also heard of Medigap. Medigap, also known ...
Last month, we discussed Medicare enrollment periods. The Medicare program is quite complex, and a litany of terms, such as ...
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Often, when discussing Social Security with our clients, the conversation naturally segues to Medicare. Medicare is a federal ...
In last month’s newsletter, we touched on taxes on Social Security benefits. This month, we will take a step back and talk about ...
It’s already June, which means the 2023-2024 school year is close to wrapping up. Several of our clients (as well as a handful of ...
Speaking of Social Security and distribution planning, one lament of the newly-retired person is realizing that a portion of ...
Last month, Multnomah Group advisors Scott Cameron and Amy Barber, along with client service coordinator, Jennifer Tamayo, ...
As a reminder, Monday, April 15 is tax day! Whether you’re paying taxes or receiving a refund, we’re going to expand a bit on ...