Category: Wealth Management

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    If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

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    If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

    Published by Rob Furlong A couple weeks ago, Heisman trophy winner Marcus Mariota led his team, the University of Oregon Ducks, to the National Championship game. During his three years as the team’s starting quarterback, he has accumulated impressive stats culminating in a senior year wher …

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    Rising Interest Rates & Financial Stocks

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    Rising Interest Rates & Financial Stocks

    Rising interest rates have many implications for the economy and therefore the stock market. Many feel the Fed will begin increasing the Fed Funds Rate – the rate at which banks lend to each other, sometime this year. On a standalone basis, rising rates have the potential to be very benefic …

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    Is your Legacy in a Dynasty…Trust?

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    Is your Legacy in a Dynasty…Trust?

    Published by Mark Petersen Many people struggle with determining how much inheritance to leave their children and future generations. As Wealth Planners, we often here the goal, “I want to leave enough wealth to my children to provide them with opportunity. However, I do not want to leave t …

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