Financial Focus.

How do you balance immediate financial needs with long-term strategies to build and conserve wealth? In our regular Financial Focus articles, we provide answers with insights into financial planning, investment management, retirement planning, tax effciency, and income planning.

Planes, trains and investor returns: Psychology vs. engineering

Check out the latest piece that was posted in the Portland Business Journal and written by our very own Brandon...
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Charting 2020: The Top 10 Storylines of the Year

As an investor trying to make sense of the world, 2020 is nearly impossible to briefly recap. Rather than delving...
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Next Round of Stimulus Passed

Congress passed another round of stimulus payments to most Americans in The Consolidated Appropriations Act of 2021. Bank deposits of...
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Join us in congratulating David Bodmer

First Pacific Financial is happy to announce David Bodmer’s retirement! To honor all that David has done for the financial...
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CARES Act: Provisions for Business Owners and Self-Employed

In case you missed it, we shared the key provisions of the CARES Act affecting individuals in yesterday’s blog post....
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CARES Act: Provisions for Individuals

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief,...
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Catching our breath

With the major changes in both our work and personal lives, we think it is important to pause and take...
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Retirement Account Changes Coming in 2020

The most significant changes to retirement accounts and 529 plans in years are set to take place in 2020. The...
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Moving the Needle in Financial Literacy

The data is out there. Student loans total $1.5 trillion in the U.S. and the average credit card balance for...
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If it Makes You Happy…

“If it makes you happy, then why the hell are you so sad?” – Sheryl Crow   Clients often ask...
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