The Simple Truth (Blog)
Welcome to a place that is free from the bias of Wall Street. A blog devoted to providing information that gives you the very best chance for success. Where we pull back the curtains to reveal what really matters. Where you can find answers, without getting a hidden agenda in return.
If you haven’t checked your beneficiary designations lately, you might want to review them. Keeping beneficiaries current can prevent a host of headaches down the line.
The Dow Jones Industrial Average and the S&P 500 recently closed at new all-time highs. Is this a sign of more gains to come or a signal of an imminent correction?
Wealth means different things to different people—and its meaning changes throughout our lives. We recently asked local high school students to tell us, “What does wealth mean to you?” Here’s essay contest winner Owen Reynolds’ take.
The Dow Jones Industrial Average has been the gold standard of financial indicators for generations of investors. While it remains a fixture in financial reporting, is the Dow still relevant in today’s market?
For the recent graduate in your life, we’ve assembled some of our favorite advice—financial and otherwise—from a seasoned advisor. And they thought they were done learning…
While many Americans prefer to age at home, continuing care retirement communities (CCRCs) and traditional retirement communities are attractive alternatives. What’s the difference between the two?
A month ago, the U.S. yield curve—which usually slopes upward—turned downward. Legend has it inversions are bad news—inverted yield curves have preceded each of the last seven recessions. Should investors be worried?
Investing in Opportunity Zones—including those in downtown Portland—can delay or reduce capital gains, but there are risks involved. Are Opportunity Zones right for you?
When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting started.
Headlines warning a 2019 recession is coming might have investors worried. But history reveals some surprising lessons about how best to invest in a recession.