Not a Blah Blah Blog

Author: Andrew Nelson

Do Morningstar Fund Ratings Help Investors?

This past week I went on what has turned into a weekly running date with a buddy of mine. In addition to discussing our anticipation for the 2nd season of Stranger Things and who was going to binge the show fastest, > full post

Retirement Plan Resolutions

It’s estimated that less than 10% of resolutions work. Oftentimes this is because people want to change habits that aren’t specific enough. As you can imagine, common New Year’s Resolutions are to lose weight, exercise more, save more money, read > full post

2017 Contribution Limits

The IRS has recently released information about contribution limits. Click here to be directed to the IRS website for further information. Call our office at 503-905-3100 with any questions. We’re here to help!

The Election and Your Retirement Account

As a financial advisor, something that I consistently run into when meeting with individuals (I am of course guilty of this too at times) is when people use tidbits of information they hear on the news (which is never biased) as fact. > full post

Brexit & Your Retirement Dollars

So you’re seeing Brexit in the news? Here’s what you need to know about your retirement account I’ll be honest, before two weeks ago I had to Google what “Brexit” was. During that search I quickly learned that the term referred > full post

identifying your investment risk

Our solution to identifying your investment risk… and why it matters   This past weekend my wife and I went and visited two of our best friends in the hospital who just had a baby girl. When we got the > full post

An Additional Tax Credit

Retirement Savings Contribution Credit (Savers Credit) For anyone who has made a contribution to a retirement account in 2015 or is considering contributing in 2016, you might be eligible for an additional tax credit. The Retirement Savings Contribution Credit, also > full post