News & Updates

4 Keys to a Successful Retirement

April 24, 2013|Joseph Alfonso, Credit.com All of us hope that at the end of a long working career we will be able to enjoy retirement secure in the knowledge that we can support our desired lifestyle without ever running out of money. Given that Americans are living longer than ever...

4 Income Tax Benefits You Missed This Year

April 15, 2013|Joseph Alfonso, Credit.com By now most of us have filed our income tax returns, and the last thing we want to do at this point is think about taxes....

Big 401(k) Mistakes … and How You Can Avoid Them

April 13, 2013|Veronica Dagher, The Wall Street Journal What you don’t know about your 401(k) could hurt you. Millions of Americans are counting on their 401(k) to fund their golden years. But financial advisers say some people may be making mistakes with their 401(k)s that could hurt them now and...

Finding The Right Way for Widows

April 11, 2013|Cliff Newell, The Lake Oswego Review Kathleen Rehl to lead workshop on financial planning for widows April 20 in Lake Oswego Nothing can prepare a woman for the shock and grief that comes with the loss of a husband....

Not Your Crisis

I’d like to share this drawing sent to me by a colleague. It is motivated by the current news in the headlines about the situation in Cyprus, but it applies to all crises du jour that the media chooses to pontificate about....

The Risk of Safety

January 25, 2013|Joe Light, The Wall Street Journal For the past five years, the Federal Reserve has pushed down the interest rates on traditionally safe assets such as Treasury bonds to near record lows, in hopes of sparking the economy. Today’s 10-year Treasury rate of about 1.95% is about half...

Q4 2012 Global Markets Review

The following is our update of global market performance in Q4 2012. Q4 2012 Global Market Performance...

At the fiscal cliff, most taxpayers enjoy a nice view

January 5, 2013 |Brent Hunsberger, The Oregonian From afar, cliffs can be beautiful, awe-inspiring. Up close, they’re jagged, intimidating and dangerous. What Congress did last week to avert the fiscal cliff works just the opposite. For now, the vast majority of taxpayers will find nice windfalls, immediate relief. But down...

Q3 2012 Global Markets Review

The following is our update of global market performance in Q3 2012: Q3 2012 Global Stock Market Performance...

Q2 2012 Global Markets Review

The following is our update of global market performance in Q2 2012. Q2 2012 Global Markets Review...

Timeless Investing Principles

I am always struck by the financial media’s response to market turbulence. Pundits regularly react to events such as the current European debt crisis or the slow-to-recover US economy as if these challenges are somehow unprecedented, requiring a fundamental change in how investors should behave....

SSA Launches Online Benefit Statement Access

Putting aside politics and the ongoing debate about its long term viability, Social Security remains a core component of retirement planning. Knowing your estimated benefits at age 62, full retirement age and age 70 is important in developing a retirement strategy and deciding when to begin receiving Social Security payments....

The Horror

May 2012 |Eric Rasmussen, Financial Advisor Magazine Whether it’s sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories....

Q1 2012 Global Markets Review

The following is our update of global market performance in Q1 2012. Q1 2012 Global Markets Review...

Don’t Talk To A Butcher When You Need A Dietitian

The following is a great video explaining the difference between a stock broker and a fiduciary. The Butcher Versus the Dietitian...