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Should I have my portfolio stress tested?
Portfolio stress testing is often sought in times of market volatility. Unfortunately, this often boils down to doing too little too late. In this blog …
What is fee-only financial planning? (clear, easy definition)
In this blog, we’re going to break down what fee-only financial planning is, and we’ll provide some examples of how a fee-only financial planner can …
Insider’s take: Is living in Bend Oregon expensive?
In this blog we discuss the question of if living in Bend Oregon is expensive – from an insider’s perspective. Before we get started, we …
Why are people moving from California to Bend Oregon?
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 …
Sample scam letters – don’t be a victim!
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, …
Inheritance scam document (examples + checklist)
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 …