The G7 nations met this past weekend in England Over the weekend, President Biden concluded his first meeting with the world’s other major heads of state, wrapping up a gathering of the G-7 in Cornwall, England. He also met with Britain’s Queen Elizabeth II, the 13th...
For all but the wealthiest retirees, ensuring that your savings and investments will last long enough is important. So determining whether you’ll be able to maintain your desired lifestyle and level of spending is essential to a secure, comfortable retirement. Let’s...
Is the American economy in another "Roaring '20s"? Historic US Economic Recovery You’ve lived through a remarkable period in American history. The global pandemic brought the country to a near halt in 2020. The economy shrank dramatically. Millions of workers lost...
When someone mentions the word “annuity” to you, what are your immediate thoughts? Expensive? Complicated? A bad investment? Illiquid? If so, you’re not alone. Many retirees have negative perceptions of annuities. We’d like to set the record straight, but not because...
What does investment risk mean to you, either for an individual security like a stock, a bond or a mutual fund, or for your entire portfolio? Measuring Investment Risk If you’re like most people, you’ll probably refer to the investment or portfolio’s standard...
The changing flow of a river in early fall Currents Pulling in Different Directions If you have ever gone rafting, kayaking or even tubing, you know that rivers are much more complex than they appear on the surface. The river may appear to be moving as one uniform...
Any experienced mountaineer will tell you that the most dangerous part of a climb is the descent. More serious accidents and fatalities happen when climbers are descending than when they are climbing upward. There are lots of reasons for this. Climbing can be very...
Will "Work From Home" become the rule, rather than the exception? The Markets The Dow Jones Industrial Average closed on Friday at 34,382, down 1.0% for the week. The broader S&P 500 Index closed Friday at 4,173, down 1.4% for the week. The tech-heavy Nasdaq closed...
If you’re retired and have health insurance through the Affordable Care Act (ACA) or Medicare, your premiums are directly related to your Modified Adjusted Gross Income (or “MAGI”). The higher your income, the higher your premiums. Unless you prepare your own tax...
A growing number of colleges and universities will require masks for fall enrollment Jobs Report Causes Concern The Labor Department’s jobs report for April left investors both confused and encouraged. The report indicated that employers hired 266,000 workers last...
Most of us think that saving is the most demanding part of planning and preparing for retirement. It takes discipline, persistence and commitment to accumulate enough resources to fund a 30+ year retirement. But, even after you’ve accumulated those resources, there...
As more Americans get vaccinated and the economy reopens, travel is picking up The Markets All three main US stock indexes fell on Friday, and closed down slightly for the week. The Dow Jones Industrial Average ended Friday at 33,875, down -0.3% for the week. The...
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Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.
6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008
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133 Mission Street
Santa Cruz, CA 95060
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