The Cost of Diversification
In 1748, Robert Wallace and Alexander Webster created the Scottish Ministers’ Widows’ Fund. The fund…
Browsing: Money & Investments
Black Diamond Financial Releases 2Q Investment Insights
Black Diamond Financial has released its latest Investment Insights, featuring market observations and a few…
What Business Owners Should Do After Tax Season
For many business owners, the conclusion of tax season brings a welcome sense of relief.…
The Tax Conversation Most People Are Not Having
There are two classes of tax filers in the United States. One files a return…
Mid-Year Survey Finds Oregon Business Leaders Cautious as They Balance Growth Plans with Cost Volatility
Nearly two-thirds of Oregon businesses say they are prioritizing making investments over cutting costs, according…
Thoughts on the 2026 Berkshire Hathaway Annual Shareholder Meeting
On May 2, the Berkshire Hathaway annual shareholder meeting returned to Omaha, Nebraska. This marked…
Transient Lodging Tax Collections
Deschutes County recently released reports that show the transient lodging tax collection results for FY…
Prepare to Become a Licensed Tax Consultant with our Four-Day Training!
Licensed Tax Consultant (LTC) Exam Prep Take the next step in your career as a…
Secretary of State’s Office Releases Keeping Oregon Accountable Report for Fiscal Year 2025
Recently, the Oregon Secretary of State’s office is releasing the fiscal year 2025 Keeping Oregon…
Investment Insights
(Graph courtesy of Heritage Wealth Advisors) Our team at Heritage Wealth Advisors recently held our…