Hood River
Proudly Serving Hood River
Hood River
202 Oak St
Suite 600
Hood River, OR 97031


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Your Hood River Team
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Karen Smith
CFP®, MBA
Wealth Advisor
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Jason Smith
CFP®, MSFP
Wealth Advisor
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Enjoy some of our latest resources
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February 17, 2025
Tax Season is Here: Are Your Withholdings on Track?
As you prepare to file your taxes, we believe understanding the rules and requirements for accurate calculations is essential. In this article, Associate Wealth Advisor Devin McCombs shares tax planning strategies for managing your withholdings.
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February 12, 2025
How Could Tariff Policies Affect the Economy?
With ongoing changes in tariff policies, investors are experiencing a whirlwind of emotions – sometimes within a single trading session. Should they adjust their investment strategies in response to these developments?
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February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article