Broker Check
 

Blog

Monday, April 23, 2018

When we were kids, we were often asked, "What do you want to be when you grow up?". For some people, this question remains in their adult life. Another, possibly more impactful question that someone begins to ask themselves is, "What...

 

Monday, March 5, 2018

On December 22, 2017, the President signed the Tax Cuts and Jobs Act ("Act"). The Act will have a significant impact on businesses for many years to come. Many of the Act’s provisions are still unclear and will require IRS...

 

Tuesday, February 20, 2018

We have all heard that small businesses are the backbone of the U.S. economy, and according to Townsquared Resources there are 28 million small businesses in the United States (2016). A small business is defined by the Small Business...

 

Monday, January 22, 2018

Multimillion dollar contracts. Big-money endorsements. Lavish lifestyles. Professional athletes are famous not only for their elite skills and refined athletic prowess; many sporting celebrities are just as notorious for burning...

 

Wednesday, November 22, 2017

We are pleased to announce that Doug Weber has joined our firm as a Financial Representative. Doug is coming to the firm from US Bank, where he worked as an anti-money-laundering investigator. He is a graduate of the MBA program at the...

 

Show All

Thursday, September 7, 2017

According to the Social Security Administration, three in 10 workers entering the work force today will become disabled before retiring1. If you’re like many individuals today, you probably already have a lot of protection in...

 

Friday, August 25, 2017

Wealth Management for Professional Athletes It is a well-known fact that many professional athletes rake in a significantly higher income compared to other careers. Knowing this, it is still alarming how many of these professional...

 

Monday, August 21, 2017

We are pleased to announce that Riley Rankin has joined our firm as a Financial Representative. Riley is coming to us from Waddell & Reed in Lake Oswego and is a graduate of Pacific University '16. He enjoys sports, especially golf and...

 

Monday, August 7, 2017

#Welcome2WestPac We are pleased to announce that Malissa Dreyer is our newest Financial Representative at WestPac.

 

Monday, July 31, 2017

College costs continue to skyrocket – at a pace that far exceeds the rate of inflation. But there is a bright side to planning for college expenses, and it’s getting a little brighter all the time – thanks to federal...

 

Monday, July 24, 2017

When you’re in business for yourself, every penny counts. That’s why it’s important to take advantage of as many tax deductions as you can. But the time to start planning for these deductions is not tax time –...

 

Thursday, July 14, 2016

We are pleased to announce that Lillie Bennett has joined our firm as the Marketing Coordinator.