Videos

A Conversation about Digital Assets – posted July 23, 2020

Applying Science to Investing – posted May 20, 2015

Our Investment Principles – posted
May 6, 2014

Can You Predict a Good Time to Buy & Sell Stocks – posted March 11, 2016

Introducing Dimensional Funds – posted May 20, 2015

Portfolio Diversification – posted
April 22, 2014

The Power of Markets – posted
May 20, 2015

Eugene Fama on Modern Finance – posted May 18, 2015

Required Minimum Distributions – posted November 15, 2013

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

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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.

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