Does it Pay to Diversify?
…17% per year for five years. It was the most valuable company on the globe. Since then, however, General Electric has suffered a series of humbling setbacks. The company recently…
…17% per year for five years. It was the most valuable company on the globe. Since then, however, General Electric has suffered a series of humbling setbacks. The company recently…
…board member of Urban Gleaners and The Deschutes Land Trust. Company co-founders Doug Johanson and Michael O’Reilly remain involved in the business and the company remains 100 percent employee owned,…
…An Example Let’s consider two hypothetical clients, Joe and Susan, who want to compare remaining in Oregon versus moving to Washington, California, or Florida. Joe and Susan are each 65…
…Wealth.” Xeno Books. September 15, 2020. Kevin Loria. “How winning the lottery affects happiness, according to psychology research.” Business Insider. August 24, 2017. Powerball: Are Lottery Winners Happier? (businessinsider.com). …
…along in the process, we recommend you obtain and provide accurate tax basis for your home to the closing agent (realtor, title company, escrow company) who will prepare tax form…
Another new year has begun, which means the financial media’s latest “Where-to-Invest-Now” guides are coming to newsstands near you. As usual, headlines will look something like “Ten Stocks to Buy…
In December 2015, The Wall Street Journal declared the coming year would bring “more gloom, more volatility and few gains” for stocks.[1] Indeed, the market’s swift decline to start 2016—January…
…the magazine looked to independent research firm Argus, which Forbes claimed was “not biased by the business of advising companies, trading stocks or managing money.” Sadly, for readers following Forbes’…
While doctors have long prescribed regular checkups, adequate rest and nutrition, strong social ties, and exercise for optimal wellness, proper healthcare need not compromise financial well-being. For recent retirees too…
With standard deductions nearly doubling under the new tax law, far fewer taxpayers are expected to itemize in coming years. Given this change, how should taxpayers approach charitable giving? You…
Beating par in golf is extremely difficult—even for elite pros. It’s the same in investing. With golf’s US Open Championship underway, Vista’s Dougal Williams reminds readers that when it comes…
It’s getting hard to avoid this “uncertain market.” Every time we listen to the radio, watch TV or open our email, it seems we’re bombarded with ways to “protect ourselves…