fbpx

Blog

The COVID Race Continues

The COVID Race Continues

Global vaccine production has been racing to keep pace with a mutating virus A few weeks ago, we used an ultra-marathon as a metaphor for the race we’re running against the coronavirus. Americans might think that this is a national race, or perhaps a race just for...

read more
America’s Economic Engine Picks Up Steam

America’s Economic Engine Picks Up Steam

The US economy is picking up steam, leading the world out of the Coronavirus pandemic The Markets Both the Dow Jones and the S&P 500 hit fresh record highs this morning, and the Nasdaq is up around 0.8%, a sign that investors continue to expect strong economic...

read more
The Race Toward Herd Immunity

The Race Toward Herd Immunity

The marathon race of vaccination versus variant spread is continuing We're in middle of an ultra-marathon. You may not be familiar with “ultras.” These aren't ordinary marathons. A traditional marathon is just over 26 miles. An ultra is longer. Some are 100 miles, and...

read more
The Race Between Vaccination and Variants

The Race Between Vaccination and Variants

As more seniors are vaccinated, families are able to reconnect in person In Case You Missed It "A Conversation about Reverse Mortgages" Last week, we hosted the latest in our series of conversations with specialists in their field. Our guest was Paul Pomeroy of...

read more
One Year Later

One Year Later

The pace of vaccinations continues to accelerate across the country A year ago, last week the World Health Organization officially decreed that the spread of the virus now known as COVID-19 had become a global pandemic. Life as we knew it changed. The economy was...

read more
Late Life Planning for “SiNKS”

Late Life Planning for “SiNKS”

John recently helped his father, Jeff, transition into a memory care facility. It wasn’t supposed to go this way. John’s father is 83 years old. He lived a pretty clean life - he ate reasonably well, didn’t drink or smoke, and was fairly active physically. And Jeff’s...

read more
The Bond Market Signals a Warning

The Bond Market Signals a Warning

Some investors believe the bond market is sending a signal about the economy At the beginning of the pandemic and to minimize the damage to the economy, the Federal Reserve reduced short term interest rates to nearly zero and indicated that rates would be remain low...

read more
5 Key Considerations Before You Invest

5 Key Considerations Before You Invest

Over the years we’ve heard many clients indicate a strong preference for certain kinds of investments. We have had clients who were convinced that it only made sense to invest in large, “blue chip” American companies. Some have told us that they felt their small...

read more
Are We Turning the Corner on the Pandemic?

Are We Turning the Corner on the Pandemic?

Freezing temperatures and a blanket of snow cover much of the country The Road to Recovery Happy President’s Day! We know many of you have been in a deep freeze for the past several days. As investors, hopefully you’re celebrating the incredible start to the year. All...

read more
Get our insights.

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

133 Mission Street
Santa Cruz, CA 95060

SCHEDULE A FREE CONSULTATION

If you'd like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

CONNECT WITH US

Want to keep up with the latest news from Springwater? Follow us across our social networks.