What Could Go Wrong for Investors?

What Could Go Wrong for Investors?

As we meet with our clients, and with colleagues in the professional community, in the first few weeks of 2020, we’re often asked about our expectations for investment returns for the coming year. Now, you might think it would be easy for a professional investment...
Looking Forward to Another Roaring 20’s?

Looking Forward to Another Roaring 20’s?

If you’ve had a chance to review your portfolio’s performance for 2019, you’re probably pretty happy. Or, at least you should be… The stock market turned in a stellar performance. In fact, as you can see below, almost every major asset class finished with positive...
Rethinking How You Travel

Rethinking How You Travel

“Home, James!” You may never have had your own chauffeur. In fact, if you’re over the age of 50, you’ve probably always either owned or leased your car.  Yes, you may also have taken public transportation (bus, train, tram, etc.), rented a car, used a ride...

Would You Buy A Used Car From This Guy?

It’s the start of a new school year, and you’ve discovered that your son or daughter needs their own car. But, you’re not sure if you should buy new or used, or whether buying even makes sense – your neighbor mentioned that leasing might be an attractive option. In...

Is Oregon’s PERS Pension Plan a Black Hole?

Recently the Oregon Public Employees Retirement System (PERS) board voted to affirm the current 7.2% assumed rate of return on the fund’s investment earnings for the next two years (the 2021-2023 budget cycle). This assumption is extremely important to PERS, because...