News & Insights

What is Fiduciary Standard for Investment Advice?

This article is also published in Investopedia and NASDAQ  You may have heard a great deal of discussion lately about something called the Fiduciary Standard and how it applies to investment advice. The Fiduciary Standard has been around for hundreds of years.  (Yes! The Fiduciary Standard can trace its roots to 17th century England.) Very simply […]

Trump Impact on Financial Goals?

What will be the new President Trump impact on financial goals be for you, your portfolio?After a tumultuous and bitter presidential campaign, for better or worse, Donald Trump has been elected President of the United States. Some of you may be happy, others not so much; indeed you may be anxious because there are so […]

Our New Website – Modern and Accessible

Visit Our New Website After a few months in the making, we’re excited to announce our newly refreshed website for clients and other visitors interested in their financial well-being for the long term. The updated site includes enhancements to navigation, design, content, dropdown menus and optimized viewing on any device — laptop, smartphone, notebook. Our […]

Let the Winemaker Make the Wine — Let Your Financial Advisor…

Recently my wife and I went out to Oregon wine country to enjoy one of our favorite ways to relax, seeking out fine Pinot Noir.  We found some splendid Pinot’s made by some of the best wine makers in the Willamette Valley.  With these superior wines came their above average prices.  To a true oenophile […]