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Bend, Oregon
Eugene, Oregon
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Manage Risk and Increase Wealth®
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Jeffrey B. Yamada
Michael C. Stalker
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Dealing with Incapacity
Constructive Paranoia
A Business Owner Invests in Herself
Thoughts on Identity Theft
Support the Department of Labor (DOL) and the Fiduciary Standard
Thunderstorms and Tornados
The Sky is Not Falling, It’s Just a Thunderstorm. Carry On.
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Your Money’s Worth
From Pain to Gain
Stretch IRAs: A Case Study
Client Feedback: Investment Screens
The Importance of IRA Beneficiary Designations
Financial Planning: Focus on Property, Casualty, and Liability Insurance
Bank Transfer Day
A Voluntary Wealth Tax
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Finding More Retirement Income
Team Thoughts
2020 Year-End Newsletter and Outlook
2020 Third Quarter Report & Outlook
2020 Second Quarter Report & Outlook
COVID-19 and Its Economic Repercussions
2019 Year End Newsletter and Outlook
The Implications of an Ultra-low Yield World
2019 Second Quarter Newsletter & Outlook
2019 First Quarter Newsletter & Outlook
2018 Year End Newsletter and Outlook
2018 Third Quarter Newsletter & Outlook
2018 Second Quarter Newsletter & Outlook
2018 First Quarter Newsletter & Outlook
2017 Year End Newsletter & Outlook
1
2017 Third Quarter Newsletter
2017 Second Quarter Newsletter & Outlook
1
2017 First Quarter Newsletter & Outlook
1
2016 Year End Newsletter & Outlook
1
2016 Third Quarter Report
1
2016 Second Quarter Report
1
– Global Interest Rate Mania
Exhibit: Toxic Demand and Financial Manias – Have we learned nothing?
2016 First Quarter Report
2015 Year End Newsletter & Outlook
2015 Third Quarter Report
1
2015 Second Quarter Report
1
2015 Performance Report and Investment Outlook
1
2015 Performance Report and Investment Outlook
1
2014 Third Quarter Report
1
2014 Performance Report and Investment Outlook
1
2014 Performance Report and Investment Outlook
1
2013 Performance Report and Investment Outlook
1
Schwab’s Inherited IRA Guide
Interest Rates and Bond Prices
Industry Recognition
2012-2013 Performance Report and Investment Outlook
2012 Performance Report and Investment Outlook
2012 Second Quarter Performance Report and Investment Outlook
2012 First Quarter Performance Report and Investment Outlook
Bank Transfer Day
2012 Third Quarter Performance Report and Investment Outlook