The SimpleTruth

Welcome to a place free from the bias of Wall Street.

A blog devoted to pulling back the curtains to reveal what really matters.
Where you can find answers, without getting a hidden agenda in return.

Investing

What’s Up With Bond Funds Being Down?

Alex Canellopoulos

| July 28, 2022

If capital markets were an amusement park, investing in stocks would be like riding the tilt-a-whirl, whereas bonds would be more like the kiddie rides….

Financial Planning

Is a Roth Conversion Right for You?

Jon Gannon

| July 28, 2022

In these fleeting days of summer when the beach beckons and the pace of life slows, making financial decisions can seem as jarring as back-to-school…

Financial Planning

A Lesser-Known Way for Oregonians to Save on Taxes—and Change Lives

Vanessa DeHaan

| June 23, 2022

Whether you’re looking to defray a mounting tax bill, leverage assets to help others, or both, the Oregon Individual Development Account (IDA) Initiative may be…

Investing

What Can We Do About Inflation?

Chris Roberts

| June 23, 2022

With the recent increase in inflation, you may already be adjusting some of your spending habits to offset the higher prices on goods and services….

Investing

Webinar Recording: Optimism During Turbulent Times

Dougal Williams

| June 11, 2022

These are tumultuous times for investors, with stock and bond markets both down for the year. In this 45-minute webinar, Dougal Williams, CFA and Chris…