Investing with Your Heart
(Photo | Pixabay) Some individuals believe that return on investment shouldn’t be the only criterion…
Browsing: Money & Investments
After Rocky Year-End, Risks Follow Investors into New Year
(Photo | Cascade Business News) In the final quarter of 2018, interest rate and growth…
Duke Trend Report for Bend & Redmond for October 2018
A positive and consistent market continues as the fall rounds out and winter is on…
Estate Tax Changes
Removes Need for Life Insurance After years of changes, political arm-twisting, and the indecisiveness of…
Doing Well While Doing Good
Investing with a cause has many paths. What began as SRI or Socially Responsible Investing…
The Investment Risk No One’s Ever Heard Of
Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate…
The Tougher You Are on Yourself Today the Easier Life Will Be Later
(Photo above, Courtesy of Rosell Wealth Management) Raising Financially Savvy Kids Whether you’re climbing toward retirement…
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into…
Sexual Harassment Culture Shift Traditional Training & Policies Have Failed Us
On February 20, 2018, Sports Illustrated published a bombshell report on the interworking of the…
Investment Tax Planning
This is the time of year when we gather our various tax forms and reports…