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Our Blog is filled with a variety of topics ranging from rules and regulation changes to personal announcements and fun facts. We enjoy sharing with you, but we also invite you to share with us. If there is a topic you’d like us to address or something you’d like to say, please let us know. We hope to make this something you look forward to reading on a regular basis to stay informed on what’s happening personally, locally, nationally, and around the world.

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The World We Live In

February 2026 — Bend Volunteering

What Early Retirees Need to Know About Taxes – And Why it Matters

Questions?

Our team stands ready to act as a driving force to keep your personal and financial goals moving forward. If you have any questions, we invite you to contact us today.

Unemployment Benefits Fraud: How To Protect Yourself

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Be Like Buffett: Coronavirus Is Scary, But What Should Investors Do?

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December 2019 – Eli Creekmore branch of Childhaven

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September 2019 – 28th Annual Bike the Bluff Event

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September 2019 – United Way Day of Caring

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July 2019 – Annual Charity Invitational Golf Tournament

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May 2019 – Investing In Our Communities

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December 17, 2018 – Eli Creekmore branch of Childhaven

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September 14, 2018 – United Way Day of Caring

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