Your Voice of Financial Reason

Our Voice of Financial Reason

Tue, 09/08/2015

Is recent stock market volatility bugging you?

Do you wince with every headline announcing Greece’s demise, China’s bubble(s), the Federal Reserve’s indecision or the Dow’s down day?

Do you sneak a peak at your portfolio’s performance more than quarterly (or... Read More

Thu, 05/21/2015

As a couple that happens to both be financial planners, we are often asked by acquaintances at the grocery store or while picking up the kids from activities a variety of financial questions that run the gamut from budgeting, college planning, estate planning, investing tips, and on and on. ... Read More

Thu, 07/10/2014

“Wow, those guys must be millionaires!” I can... Read More

Thu, 06/12/2014

Much has been written about the risks that rising interest rates pose to fixed income portfolios. However, much of this analysis has been simplistic or focused on historical periods, which are of little relevance in today’s environment of ultra-low nominal rates. On the simplistic side, market... Read More

Fri, 05/02/2014

When a partner passes away or becomes debilitated, it is emotionally shattering. If your loved one runs the household or handles finances and investments and doesn’t have records or written instructions, it can be devastating.

According to a Harvard Medical School publication, “Coping... Read More

Wed, 04/30/2014

Investors’ behavior can be heavily influenced by their experiences. For example, the financial crash of 1929 and the ensuing Great Depression permanently shattered many investors’ belief in buying stocks. A whole cohort of potential investors stayed away from equities for a very long time, if... Read More

Fri, 04/18/2014

Most Baby Boomers are ill-prepared for retirement, which may be the most significant life transition they have ever made. And most who have done some planning have focused almost exclusively on the financial aspects. Although financial security is important, it is but one of the 10 key factors... Read More

Thu, 04/03/2014

Who would have thought, amidst a relatively quiet quarter-end, that the splashiest market news would come from the launch of a book tour? As Michael Lewis promoted his book “Flash Boys” on “60 Minutes,” he... Read More

Wed, 04/02/2014

Every year, 20 million families file the Free Application for Federal Student Aid (FAFSA) and plenty of them inadvertently make costly mistakes.

To avoid the same fate, I’d urge you to check out the ... Read More


Hood River Office

202 Oak Street
Suite 600
Hood River, OR 97031
(503) 922-3010

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Portland Office

10260 SW Greenburg Road
Suite 400
Portland, OR 97223
(503) 922-3010

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