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.
CPA Appreciation Day
We appreciate all the work CPAs do, especially at this time of year! Teaming up with them to dial in...
The LeCount R. Davis, CFP® Scholarship
We’re excited to share a valuable opportunity for Black or African American students who are pursuing the CFP® certification: the...
Highlights of the SECURE Act 2.0
Nearly 50% of Americans make a New Year’s resolution in early January. The most popular categories being exercise, diet, and...
Inflation: What to do?
You wake up in 2022 and hear the news that inflation is the worst you’ve seen in your lifetime. Perhaps...
Onward to the Next Chapter for Our Alaskan Friends
We want to congratulate Sam Skaggs and Amy Volz on their retirement this month! They will surely keep busy through...
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...
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...
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...
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...
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....