certified financial planner salem oregon

How to Avoid Capital Gains Tax

Paying tax is an unavoidable reality of life. While tax dollars may fund important social programs, infrastructure, and services throughout society, that knowledge doesn’t always soothe the burn left behind by a big tax bill. Capital gains tax (tax that is due when a capital asset is sold for a profit) is often one of…

market volatility

Fall Market Volatility

The current pull back in the stock market once again gives us an opportunity to remind everyone just how normal and frequent these events are.  Since the end of September, the S&P 500 is down about 6.4% and the broader Russell 2000 is down about 9%.[1] Our clients have heard us preach endlessly about the…

nedco

NEDCO | Financial Foundations

Last week, I enjoyed leading a class for the Neighborhood Economic Development Corporation (NEDCO) and their Financial Foundation course. For more than 35 years, NEDCO has been building opportunities in our community. By supporting financial stability and responsible homeownership, providing access to markets for local farmers and food producers, and creating unique programs for micro-businesses,…