Your Voice of Financial Reason

Our Voice of Financial Reason

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

Thu, 03/20/2014
Tue, 03/04/2014

In terms of adult development theory, life after 50 is typically a pivotal stage when individuals rethink the direction their lives are taking, confront their own mortality, and dare to ask themselves, “Am I really happy?”  However, what distinguishes Baby... Read More

Mon, 03/03/2014

A perennially hot topic in personal finance is the debate over whether to buy or rent a home. Today, my point of view is likely a minority one. I believe you should seriously consider owning your home.

This is a significant issue. For most people, housing... Read More

Wed, 02/26/2014

Life is a continuum—an accumulation of experiences that shape how we view ourselves, our families, and our world.  When we reflect on these experiences, we come to realize that our lives have been—and will be—permeated by change. 

Therefore, it is... Read More

Sat, 02/01/2014

Financial capability is defined as the capacity—based on knowledge, skills, and access—to manage financial resources effectively. 

All parents, of course, hope their children will grow up to be financially responsible, savvy, and confident adults. ... Read More


Hood River Office

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

Directions to this location

Portland Office

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

Directions to this location