This is part two of a two-part series on IRAs. In our last newsletter, I addressed “The Importance of IRA Beneficiary Designations.” When done correctly, beneficiary designations can be an inexpensive yet powerful estate planning tool. When done poorly, they can be a disaster waiting to happen. This article addresses the tax and legacy benefits […]
Stretch IRAs: A Case Study Read More »
Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so we asked our clients if they wanted to apply one or more socially responsible investment (SRI) screens to their investment strategy and, if so, which one(s). We also invited our
Client Feedback: Investment Screens Read More »
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Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
Eugene, OR 97401
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