CONNECT

Address:

3550 Liberty Rd S Ste 230
Salem, OR 97302

Phone:

503-566-7266

Fax/Other:

503-566-7446

Quarterly Newsletters

July 2018

Click Here for the July 2018 Newsletter

 

April 2018

Click Here for the April 2018 Newsletter

Click Here for the Article: 2018 Cola Increase

 

January 2018

Click Here for the January 2018 Newsletter

Click Here for Article: "Oregon PERS - Retirement news you can use"

 

October 2017

Click Here for Article: "Credit Freeze FAQs"

Click Here for Article: "Pers Target-Date FUnds: Reducing Your Investment Risk as you Age"

Click Here for the October 2017 Newsletter

 

August 2017

Click Here for the video: "Present Bias - Investor Behavior"

Click Here for the August 2017 Newsletter

 

May 2017

Click Here for Article: "Cracking the Code on Social Security" 

 

February 2017

Click Here for the February 2017 Newsletter

Click Here for The 2017 Key Numbers

 

May 2016

Click Here for the May 2016 Newsletter

Click Here for Vox's New Presidential Tax Calculator provided by The Tax Policy Center

 

February 2016

Click Here for the February 2016 Newsletter

Market Watch Article - "2016 Predictions: What Presidential Election Years Mean for Stocks"

 

November 2015

Click Here for the November 2015 Newsletter

Click Here for the Oregon PERS Assumed Rate Change Info

 

August 2015

Click Here for the August 2015 Newsletter

Click Here for Kadi, Suzanne, Kim & Sarah's Favorite Summer Recipes!

 

May 2015

Click Here for the May 2015 Newsletter

Forbes Article - "The S&P Shouldn't Be The Barometer Of Investor Success, Here's Why"

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Check the background of this financial professional on FINRA's BrokerCheck