Oregon is known for its abundant outdoor gifts – lush forests, cascading rivers, rugged coastlines. Peel away this natural beauty and you’ll also find that Oregon is rich in cultural wealth. From art fairs and world-class plays to rodeos and musical festivals, Oregon offers a breadth of fun, learning and adventure to those seeking to discover it.
Congratulations, you’ve decided to work with a professional to manage your assets! You start your search for local financial advisors, but you see a confusing array of qualifications such as IAR, PFS, RIA, IA, CFS, and CFP™. Which credentials guarantee the competence of a financial advisor?
Summer’s almost over. Families are getting ready to head back to school and young adults are back in their college classes. Hopefully you’ve had a great summer getaway, made some happy memories, and you’re ready to get back into the swing of things back at home as fall is just around the corner.
Thanks to several important federal regulations, most investors planning and saving for retirement in the U.S. can rest assured that their company retirement account is being managed in an ethical and prudent manner. In this post, we summarize the landmark law from 1974 that has such important implications today, and we discuss our continuing commitment to the higher values of the fiduciary rule.