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  • If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

    Posted on January 19, 2015

    Published by Rob Furlong A couple weeks ago, Heisman trophy winner Marcus Mariota led his team, the University of Oregon Ducks, to the National Championship game. During his three years as the team’s starting quarterback, he has accumulated impressive stats culminating in a senior year wher …

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  • Qualified vs. Non-Qualified – I Don’t Get It?!

    Posted on January 14, 2015

    Published by Teresa Milner If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. non-qualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference:

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  • Rising Interest Rates & Financial Stocks

    Posted on January 12, 2015

    Rising interest rates have many implications for the economy and therefore the stock market. Many feel the Fed will begin increasing the Fed Funds Rate – the rate at which banks lend to each other, sometime this year. On a standalone basis, rising rates have the potential to be very benefic …

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  • Retirement Planning

    Posted on December 27, 2014

    Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared?

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  • Retirement Planning

    Posted on December 27, 2014

    Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared? Click here to open fullscreen

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  • The Executor’s Checklist

    Posted on December 19, 2014

    Have You Been Named Executor of an Estate or Will? Protecting and transferring assets of the deceased is an important responsibility and there are many things you will need to do. To help you keep track, watch this video for steps you can follow. Contact us for questions regarding your esta …

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  • Social Security

    Posted on December 1, 2014

    You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits.

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  • Social Security

    Posted on December 1, 2014

    You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefit …

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  • American and Immigrant Parents: Life Lessons about Money

    Posted on November 20, 2014

    Growing up in a third world country and moving to the U.S. is a dream for many immigrants. So when my mother received the Visa for my sister and I to come to the U.S., we packed our bags and were ready within the day.

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  • Maximizing Social Security

    Posted on October 1, 2014

    Are you maximizing your Social Security benefits? Watch this video for insightful tips you should consider along with 3 important questions you should ask your advisor in order to create a customized strategy based on your unique needs.

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