503-417-1950
Every once in a while, life throws a curve ball. You’ve set up your investment portfolio in partnership with your advisor, and suddenly, it doesn’t seem like it works for you any longer. Maybe the value is declining even when … Continue reading
Finally, with Covid fading, and the markets settling, we can return to our ESG series. The last installment in this series was over a year ago, when we introduced the topic and mentioned that we would be looking at specific … Continue reading
Spam calls are epidemic these days. Not even being on a ‘do not call’ list helps any longer. So what are some of the common scams and what can you do about them? Common spam calls include: You are entitled … Continue reading
We recently worked with a client who asked us how she should choose her personal representative. The PR carries out instructions in a will. (An executor is for all intents and purposes identical to a PR.) We realized that this … Continue reading
The Oregon State legislature has decided to limit the tax benefits of contributing to an Oregon 529 College Savings Plan. The new rules go into effect in 2020: Instead of a tax deduction, which counts against your income, there will … Continue reading