The New Times recently published a very helpful article on understanding college savings strategies in their "Your Money" section. "FAFSA", "EFC", "Pell Grant", and more. Financial aid for college is as much art as it is science. Determining your family's Expected...
Blog
Big changes to Social Security claiming strategies
On November 2nd, President Obama signed the Bipartisan Budget Act of 2015. Once section of the Act closes two of the most attractive Social Security strategies - commonly referred to as "File and Suspend" and "Claim Now, Claim More Later". The elimination of these two...
Nobel laureate Robert Merton on the problem with target-date funds
Nobel laureate and M.I.T. professor of economics Robert Merton doesn't think much of target-date funds. Excerpts from the November 2, 2015 online edition of Advisor Perspectives: Target-date funds are an exceptionally bad way to save for retirement, according to...
Springwater’s October 2015 Newsletter
Springwater's October 2015 Newsletter Please click on the above title to read our latest newsletter.
Springwater’s Q3 2015 Market Commentary
Click here to read our market commentary for the third quarter of 2015.
Springwater’s September 2015 Newsletter
Springwater's September 2015 Newsletter Please click on the above title to read our latest newsletter.
Volatility is back, again
With the stock market's gyrations this week, investors have been re-introduced to the concept of market volatility. We'd like to share with you a helpful perspective from the professionals at Dimensional Fund Advisors, first written in October 2014 - another period of...
The current market turmoil and the words of Warren Buffett
Concerns about the state of the Chinese economy have led to a global market sell-off. While Chinese equities have steadily fallen since earlier this summer - pausing only briefly when the Beijing government vowed to provide financial support to the markets - the past...
Springwater’s August 2015 newsletter
Springwater's August 2015 Newsletter Please click on the above title to read our latest newsletter.
Springwater’s July 2015 Newsletter
Springwater's July 2015 Newsletter Please click on the above title to read our latest newsletter.
Springwater’s Q2 2015 Market Commentary
Click here to read our market commentary for the second quarter of 2015.
Springwater’s June 2015 Newsletter
Springwater's June 2015 Newsletter Please click on the above title to read our latest newsletter.
Schedule a Free Consultation Today.
OUR ADDRESS
5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
OUR PHONE
(888) 998-4796
OUR EMAIL
questions@springwaterwealth.com
CONNECT WITH US
Want to keep up with the latest news from Springwater? Follow us across our social networks.