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Revisiting Your Portfolio Strategy As Bear Market Looms

By Brian Tall | Mar 09, 2020 |

With equity markets nearing bear market territory, investors may wonder if they (or their advisor) could have done something to anticipate such a setback.

February 27, 2020 |

The Market Is Down. What Should You Do?

Investors should not change a strategy they put in place during rational times when an unfavorable—yet inevitable—outcome eventually comes to pass.

January 06, 2020 |

SECURE Act Changes Put Focus on Retirement Planning. Are You Prepared?

The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.

December 18, 2019 |

An Introduction to Dollar-Cost Averaging

While dollar-cost averaging may not result in higher expected returns, it can offer peace of mind to those who fear making decisions that…

December 03, 2019 |

Is Your Election-Year Donation Tax Deductible? Here’s How to Know

The causes you support likely fall into two major categories: charitable organizations or political ones. But when are you making tax-deductible donations?

November 11, 2019 |

How to Save More on Your Oregon 529 Plan Contributions

For parents earmarking funds for a child’s college expenses, there are some changes you need to know prior to year-end for the Oregon…

October 29, 2019 |

A Roadmap for Launching a Successful Financial Plan

Whether you are saving for retirement or just want to make smart decisions with your money, creating a financial plan is essential to…

October 28, 2019 |

Brighton Jones Interns Learn and Grow on the Job

The summer 2019 Brighton Jones interns discuss their work and share insights they gained about the wealth management industry.

October 22, 2019 |

Arizona Tax Credits: Opportunities for Local Compassion

Our Scottsdale team has compiled a brief guide on Arizona tax credits that encourage taxpayers to contribute to several charities and schools.

October 21, 2019 |

Make the Most of Your After-Tax 401(k) Contributions

With many Americans woefully underfunded for retirement, utilizing after-tax 401(k) contributions, if available, is a great way to make up for lost time.