­

Articles of Interest

On Guard for the Fragile Decade

Some call it the “fragile decade,” that first 10 years of retirement when market movements can have a profound effect on a portfolio’s ability to sustain income and financial security for the years ahead.  It [...]

A New Oil Paradigm Shuffles the Deck

A plunge in oil prices is feeding consumer pocketbooks and reshuffling the economic and strategic cards across the globe. OPEC’s recent decision to sustain current production levels looks like a high stakes game of chicken.  [...]

Roth IRAs Are Increasingly Popular, Especially With Younger Investors

Analysis released last year by the Internal Revenue Service shows younger investors are choosing Roth IRAs over the traditional variety in large numbers.  Fund manager T. Rowe Price confirms that as of year-end 2013, investors [...]

A SIMPLE Plan

I recently set up a SIMPLE IRA plan for a business in Corvallis. Their goal was to help their employees save for retirement while not spending a small fortune on administrative costs.  If this is the [...]

Will Stock Selling by Boomers Tank the Market?

For the better part of two decades some market sages have warned that stocks could face a stiff, steady headwind as retiring baby boomers trim their equity holdings in favor of more conservative allocations and [...]

520 NW Oak Ave, Suite A
Corvallis, OR 97330

(541) 758-8090 phone
(888) 758-8090 toll-free
(541) 758-8099 fax
Contact Us
Can't read the above security code? Refresh