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.

Flexible Spending in Retirement

Many people cite the 4% rule for retirement spending as the best retirement spending guide.  This is based on William...
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Coffee Group Hits Ground Running

Our monthly Coffee Group has been a huge success as clients have been able to meet and greet other advisors...
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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...
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Cell Phones: Best Bang for Your Buck

There are regular and smart phones... but which brings the smartest plan for your wallet? Comparing cell...
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America’s Divided Recovery

With a growing chorus of college grads bringing their student loan woes to the forefront of this election cycle, many...
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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...
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Why Oil Prices Fluctuate

Visual Capitalist put out a great piece this week on Why Oil Prices Fluctuate. The main reason they fluctuate is...
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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...
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Tax Savvy Giving

When you get to the point in your life when you would like to consider gifting assets, most people begin...
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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...
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