Blog

Explore Our Resources

Thoughts and Insight to Help You Make the Most of Life

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.

Our Recent Posts

February 2026 — Bend Volunteering

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

Q4 Market Commentary: Long-Term Thinking

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.

April 2024 – Kindering Annual Auction Gala

Read More

Q2 Market Commentary: The Greener Grass

Read More

Retirement Contributions To Consider Before The Tax Deadline

Read More

April Is Financial Literacy Month: Three Phrases To Building A Solid Financial Future

Read More

Market Quarterly Commentary: Rebounds and Reflections

Read More

Staying Safe In The Digital World: Unraveling Common Scams and Shielding Yourself

Read More

Roads To Recovery

Read More

Unraveling The Benefits of Secure Act 2.0 For College Savings Plans

Read More

The “Income” Is BACK In Fixed Income

Read More