Category: Asset Allocation

2021 Investment Outlook: Embracing Diversification and Managing Risk Amidst Global Uncertainty

Posted on January 25, 2021 in Asset Allocation, Bonds, Economy, Markets, Stocks

Please click below to read our views on a tumultuous 2020 and what to expect in 2021.

2021-Market-OutlookDownload

2020 Mid-Year Update

Posted on July 17, 2020 in Asset Allocation, Economy, Markets

2020-Mid-Year-UpdateDownload

2020 Investment Outlook: Building Durable Portfolios for Volatile Times

Posted on January 27, 2020 in Asset Allocation, Economy, Markets

2020-Investment-OutlookDownload

2019 Mid-Year Update

Posted on July 19, 2019 in Asset Allocation, Economy, Markets

Click here to read our 2019 Mid-Year UpdateDownload

Key Changes to the Oregon 529 Plan!

Posted on September 12, 2018 in Asset Allocation, Planning

Oregon recently changed plan administrators on its direct-sold 529 college savings plan, and also enacted a series of meaningful changes to plan investments options that will impact how existing assets are invested. What you think you own may no longer be true. Read our synopsis of the important changes here:

NFT on Oregon 529 changes