Over the last few years we have seen and heard stories of a spike of people moving from California to Bend Oregon. As Oregon wealth advisors and long-term residents, here’s our take on why people are leaving California for Oregon, and what you should know about some important differences (income and estate taxes, legal) between […]
Why are people moving from California to Bend Oregon? Read More »
The Pandemic Investomania enabled many, but not all, risk takers to prosper in 2021. With some smallexceptions, I declined to risk your money in an environment that has ranged from supremely overconfident toborderline insane. For the full year 2021 (if MCS clients’ investments were treated as one large portfolio including their cash), onaverage clients gained
2021 Year-End Newsletter and Outlook Read More »
Here are sample scam letters. If you have received any of these letters, or have received a similarly fraudulent communication that is not included below, please refrain from responding to them, block the sender of the correspondence, and/or contact the appropriate agency. Scam letters arrive in a number of ways, whether it be through direct
Sample scam letters – don’t be a victim! Read More »
It seems as if everyone with an email address, cell phone, or internet connection is bombarded by scams trying to trick them into parting with their money. These scams occur on a widespread and consistent basis. In this article we’ll talk about inheritance scam documents, provide a checklist of signs of an inheritance scam, and
Inheritance scam document (examples + checklist) Read More »
Financial scams in Bend, Oregon are exploding with the growth of the internet, just as they are for the rest of the country. In this article we’ll discuss common scams, how to recognize them, and some steps you should take to ensure you won’t be a victim. Before we get started, we are financial advisors
Protect yourself from financial scams in Bend, Oregon! Read More »
Camp Transitory vs. Camp Persistent vs. Camp “Surely, you can’t be that sure” The debate about inflation and its implications for investors has been heating up for months. This newsletter discusses the ‘Camps’, or schools of thought, that experts have aligned themselves with to explain the data and its implications for stock and bonds. The
2021 Third Quarter Newsletter & Outlook Read More »
Keeping your money safe online is no simple task. In this article we’ll cover: The types of identity theft How to protect your money from identity theft How can you protect your online identity Protecting your online identity and reputation A cybersecurity checklist and internet security tips you should use Before we get started, take
A guide to keeping your money safe online (+ cybersecurity checklist) Read More »
Oregon is a beautiful and peaceful place to live – but how good an idea is retiring in Bend, Oregon? Read on and we’ll tell you what you need to know! Before we get started, we are financial advisors in Bend with clients located across the country. We’ve written the following blogs about financial matters
Essential to know: Retiring in Bend, Oregon Read More »
The decision to hire a financial advisor is an important one that can have a major impact on the quality of your life. If you are wondering how to find a fee-only financial advisor, we’ll fill you in on the four steps to take to find the right person to help you manage your wealth.
How to find a fee-only financial advisor: four easy steps Read More »
What services do you offer? What is your new client minimum investment amount? Will you sign a fiduciary oath? If not, why? What are your professional designations, certifications and/or licenses for the services you will provide me? Who makes the investment decisions, and what are their credentials/experience? How much would I pay to have you
Questions to ask your financial advisor Read More »