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Celebrating Independence Day

Celebrating Independence Day

Americans celebrated a post-pandemic holiday over the weekend We hope you’re enjoying the long Independence Day weekend. Last week the markets closed out the month of June, the second quarter, and the first half of 2021. Investors were rewarded with stellar returns....

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How Can I Fight Inflation in Retirement?

How Can I Fight Inflation in Retirement?

Previously, we defined “inflation”, explained how it’s measured, described its causes, and discussed why it can be a problem. We also described the general characteristics of investments that may help retirees protect themselves against inflation, and we identified...

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Are 529 plans a good way to pay for college?

Are 529 plans a good way to pay for college?

Over the years, our team of advisors has built literally hundreds of financial plans for our clients. And in many of these plans our client has wanted to include saving for college for a child, a grandchild, another family member or a close friend. New clients who...

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The Road to Recovery

The Road to Recovery

Americans have developed an affinity for outdoor dining Another Grim Milestone on the Road to Recovery While the United States seems to be rounding the corner on COVID-19, the country has paid a heavy toll. This past week the total number of American deaths...

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Should I Worry about Inflation in Retirement?

Should I Worry about Inflation in Retirement?

On February 19, 2020, the S&P 500 index hit an all-time high of 3,386. Just over a month later, on March 23, 2020, the index fell to 2,237, a drop of 33%. It was the fastest sell-off in US stock market history. The Coronavirus had become a global pandemic and the...

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The G-7 Meet

The G-7 Meet

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...

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How Much Can I Spend in Retirement?

How Much Can I Spend in Retirement?

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...

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Roaring ’20s Redux?

Roaring ’20s Redux?

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...

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Should I Buy an Annuity for Retirement?

Should I Buy an Annuity for Retirement?

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...

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What Does Investment Risk Mean to You?

What Does Investment Risk Mean to You?

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...

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Currents Pulling in Different Directions

Currents Pulling in Different Directions

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...

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How Can I Safely Navigate My Retirement?

How Can I Safely Navigate My Retirement?

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...

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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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Santa Cruz, CA 95060

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