Not a Blah Blah Blog

We’ve done everything humanly possible to make these notes timely and actually worth sharing.


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

Tax Tips in a Volatile Market

5 Ways to Leverage a Volatile Market for Tax Savings When the market is volatile it can make investors feel uneasy. In a perfect world the market would never be down, but unfortunately ebbs and flows come with the territory. When > full post

Market Perspective

When, for a variety of reasons, the stock market experiences downside pressure, I often spend a lot less time on the headlines and more time on the history. Because every market presents itself differently with no up or down move > full post

Patience and Investing

Fishing. The cool northwest air, sun peaking over the horizon, the roaring river sweeping in front of me. Some of my favorite moments are spent in quiet, as I stand on the river bank rod in hand, waiting in anticipation. > full post