Is a Roth Conversion Right for You?
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…
A Lesser-Known Way for Oregonians to Save on Taxes—and Change Lives
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…
What Can We Do About Inflation?
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….
Webinar Recording: Optimism During Turbulent Times
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…
Will I Be Taxed on the Sale of My Home?
Putting a house on the market this spring and anticipating a windfall? You’re not alone. With soaring home values nationwide, many homeowners can expect a…