Portland - SW 5th Ave | Suite 1200

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Portland - SW 5th Ave | Suite 1200

1211 SW 5th Ave
Suite 1200
Portland, OR 97204

Hawthorne Bridge leading into downtown Portland under a picturesque sunset

Hawthorne Bridge leading into downtown Portland under a picturesque sunset

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  • July 21, 2025

    Quarterly Outlook: Uncertain Trade Policy Weighs on Growth

    Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.

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  • July 15, 2025

    Quarterly Investment Commentary: July 2025

    After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.

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  • July 09, 2025

    One Big Beautiful Bill: A Summary for Tax Planning

    The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.

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