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.
First Pacific Expands to Portland Office
We are pleased to announce that our team is opening an office in downtown Portland! Our headquarters in Vancouver will...
Cell Phones: Best Bang for Your Buck
There are regular and smart phones... but which brings the smartest plan for your wallet? Comparing cell...
America’s Divided Recovery
With a growing chorus of college grads bringing their student loan woes to the forefront of this election cycle, many...
Savings for the Grandkids’ College Education
According to U.S News and World Report, in a recent survey, more than 50% of grandparents are saving or plan...
Why Oil Prices Fluctuate
Visual Capitalist put out a great piece this week on Why Oil Prices Fluctuate. The main reason they fluctuate is...
Protect Thyself from Thyself: Investor Biases
Wade Pfau, Ph.D., CFA recently posted a great article detailing common investment biases that get investors into trouble. Some of...
Tax Savvy Giving
When you get to the point in your life when you would like to consider gifting assets, most people begin...
Client Vault: Filing System at Your Fingertips
In a previous post, we discussed our financial planning and account aggregation software, Wealth Director. Another great feature of Wealth...
The Role of an Executor: What am I responsible for?
In the role of Executor, the complexity of your responsibilities will vary based on the complexity of the decedent’s assets....
Estate Planning 101: Shaping Your Future, The Essentials
Whether you have a complex financial situation or a simple one, estate planning is a way to take care of...