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Mild inflation has returned

Posted on July 3, 2018

After attempting for several years to coax inflation back up to 2% in the US economy, the Federal Reserve has finally succeeded. The Commerce Department reported last Friday that consumer prices were 2.3% higher in May than they were the year before. Core inflation, which ignores food and energy prices, was up 2% year over […]

Filed Under: Newsletter // Tagged: economics, financial planning, personal finances, U.S.

The Administration Roils the Stock Market

Posted on March 26, 2018

Economists tell us that there are a few things that can derail a strong economy. The government can raise taxes. The central bank (i.e. Federal Reserve) can raise interest rates. Prices can jump (i.e. inflation). War can break out. The U.S. economy has been performing very well for the past several quarters. Inflation is low. […]

Filed Under: Newsletter // Tagged: economics, investing, personal finances, stock market, taxes, U.S.

Ladies and Gentlemen – Please Fasten Your Seatbelts

Posted on February 5, 2018

“LADIES AND GENTLEMEN – PLEASE FASTEN YOUR SEATBELTS” If you have every flown with a commercial airline, you have undoubtedly heard these words. This message is broadcast whenever the plane has encountered turbulence and there is resulting concern about the safety of the passengers and crew. After last week’s performance of the stock market, investors […]

Filed Under: Newsletter // Tagged: economics, financial planning, inflation, investment management, personal finances, retirement, U.S., wealth management

How do the House and Senate tax reform proposals compare?

Posted on November 14, 2017

Last week we provided an overview of the House tax reform proposal. Later in the week the Senate released its version of the legislation. Below we add comments to our blog post last week and indicate the Senate’s proposal. We have highlighted the Senate version when it differs from that of the House. Income Tax […]

Filed Under: Financial Planning, Financial Planning, Services, Taxes, Wealth Management // Tagged: economics, financial planning, personal finances, taxes, U.S., wealth management

What’s in the administration’s tax reform proposal?

Posted on October 2, 2017

Last week, the Trump administration outlined its proposals for tax reform. Entitled the “Unified Framework for Fixing Our Broken Tax Code”, the proposals, if enacted, would result in the most significant changes to the tax code in 30 years. Reduction in the number of brackets For individuals, the proposal would reduce the number of tax […]

Filed Under: Financial Planning, Financial Planning, Wealth Management // Tagged: economics, financial planning, personal finances, taxes, U.S., wealth management

Is the stock market overvalued?

Posted on August 1, 2017

Professional money managers use various tools to measure the value of an investment. One common measure is the Price/Earnings ratio. To get a P/E ratio, take the price of a stock and divide it by its earnings. We will use Facebook. The closing price for FB (its ticker symbol) on Friday was $172.45 and its […]

Filed Under: Financial Planning, Investment Management, Services, Wealth Management // Tagged: economics, financial planning, index funds, investing, investment management, wealth management

A Market Update – March 28, 2017

Posted on March 28, 2017

The US stock market, as measured by the Dow Jones Industrial average, has now experienced six consecutive days of losses. This has not happened since 2011. The markets may be questioning whether the new administration will be able to execute on plans that include tax reform, reduced governmental regulation, better trade arrangements and fiscal stimulus. […]

Filed Under: Newsletter // Tagged: economics, financial planning, investing, investment management, personal finances, taxes, wealth management

Springwater’s Source – The Big Mac Index [September 2016]

Posted on October 3, 2016

The Big Mac index was invented by the British news magazine The Economist in 1986 as a half-serious guide to whether currencies are at their “correct” level. It’s based on the theory of purchasing power parity (or PPP), which is the idea that in the long run, exchange rates should move toward the rate that […]

Filed Under: Newsletter // Tagged: economics, investing, investment management

Springwater’s Source – A(n Almost) Free Lunch for Investors?

Posted on June 1, 2016

This is Springwater’s Source, a topic or issue in personal finance and investing, shared visually. The Source will share one concept, once a month, in about a minute or less. Educated investors understand that there is a benefit to diversification. Setting aside grandma’s warning to not put “all your eggs in one basket”, there are […]

Filed Under: Financial Planning, Investment Management, Services, Wealth Management // Tagged: asset allocation, DFA, Dimensional Fund Advisors, diversification, economics, investment management, personal finances, wealth management

Springwater’s Source – Low Interest Rates and Expected Portfolio Returns

Posted on May 17, 2016

This is Springwater’s Source – a topic or issue in personal finance and investing, shared visually. The Source will share one concept, once a month, in about a minute or less. An important concept derived from financial economics is that of a “risk premium”. In a nutshell, this premium is what investors can expect to […]

Filed Under: Investment Management, Uncategorized, Wealth Management // Tagged: asset allocation, diversification, economics, financial planning, investment management, personal finances, retirement

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Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

615 Water Street
Santa Cruz, CA 95060

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