And a good time was had by all! Last Saturday, our whole team gathered at the Salem Convention Center to support The Salem Rotary Foundation. The annual GoodWorks Auction hosted by our club raises money for the foundation to support local and international initiatives. Locally we’ve helped build play grounds, provide dictionaries to every fourth grade student in the Salem-Keizer School District, supported the boys & girls club, homeless youth shelter, capital football club, and the list goes on and on. Internationally our clean water focus in Haiti, which – in partnership with other clubs and Rotary International – has built over 7 wells and 3 latrines in Hinche and the surrounding villages. This club is an important part of our firm with Brenna and myself as active members along with our recent retirees. Michelle plays a major role by volunteering her time to help secure auction items for the event. Read Entire Article Here
The H Group Salem Blog
For the last several months, the USA Today insert in the local newspaper has had an ever-shrinking, almost non-existent “Money” section. I’d wager to guess that may not be the case in tomorrow’s edition. Today’s news of the Dow Jones Industrial Average dropping over 4% echoes loudly in the empty news space the bull market has created. While it’s true that the Dow dropped 1,500 points, remember that it’s grown to over 25,000 points – up nearly 30% in 2017 alone! A thousand points today now represents only a few percentage points of the index as a whole. Read Entire Article Here
Today, Janet Yellen attended her last meeting of The Fed as chair. As anticipated, it was uneventful with no increase to interest rates for the time being, keeping short-term rates to a targeted range of 1.25-1.50%. New chairperson Jerome Powell will take the helm at the next meeting in March. Read Entire Article Here
As you're pulling together information to prepare your 2017 tax returns, you might be looking through your paper files wondering, "Do I really need all this?" It's a good time to revisit the essentials of what you should keep and what's safe to shred. By taking the time to clear out and organize your financial records, you'll be able to find what you need exactly when you need it. Read Entire Article Here
Our team of financial planners is special. We're diverse, we're experienced and we're of the belief that knowledge is power. Last fall, in partnership with Willamette Valley Hospice and Collier Law, I had the great privilege of speaking to a room full of intelligent women about financial planning. We had such a wonderful response that we're doing it again. Might you benefit from an evening of fun, food (and wine) and knowledge? Then join us. Read Entire Article Here
One (of many) drawbacks of the 24-hour news cycle is that we learn so much information that it clouds the brain. That was certainly true for our team of Certified Financial Planners as news drip, drip, dripped out about proposed changes to the tax code over the past few months. We found ourselves asking, "Was that in the final bill, or did it get eliminated when the House and Senate combined their versions?" So, it's with partially selfish motives that we put together this comprehensive list of tax changes that will go into effect this year. Read Entire Article Here
Happy New Year! We hope this note finds you happy, healthy and ready to take on 2018. We're happy to bring you our take on the last quarter of 2017 and a yearend portfolio review. Read Entire Article Here
The market highs set in 2017 may have you a bit nervous. How much longer can the markets go up? Here's Larry's take. Read Entire Article Here
This weekend, I ran into a couple of experienced mom's who shared some holiday advice. "Whatever you do, do NOT start the Elf on a Shelf thing," said one. The other added, "OR let grandma set up an expectation for huge gifts!" Another friend told me recently that she thinks her kids are going to need therapy after taking the ‘magic' of Santa, the Easter Bunny and the Tooth Fairy to new heights (she's truly impressive). This all has me thinking about how I'll handle these timeless rights of passage for my daughter.Read Entire Article Here
Last month, our team of financial advisors wrote about cryptocurrencies and bitcoins. We gave you an overview on the mysterious investment and highlighted some of the dangers. Today, cryptocurrencies are making headlines again. With exponential gains in bitcoins dollar price (currently over $18,000 per unit), coupled by the rollout of a futures market for the currency, many investors are intrigued. Market manias of the past have often centered on new products and niche investments. Without hindsight, its challenging to know whether a new investment is an opportunity, or a fleeting fad. Read Entire Article Here
- 2018 Rotary Auction: Setting the Stage
- Dow Dropped Over 4% - And That's Okay
- Janet's Last Stand
- Paper Files: What to Keep? What to Shred?
- Women's Worth | Free Financial and Estate Planning Seminar
- Key Numbers for 2018
- 4th Quarter & Yearend Portfolio Review
- Video: When Will the Bull Market End?
- Is Santa Real?
- The Rise of Cryptocurrencies