Handy & Reagan LLC

08/26/2015

In preparation of back-to-school week... We hope you enjoy your last few days of summer vacation!

07/31/2015

What are you doing to stay cool this weekend?! It may be hot outside, but we are here in our "cool" offices should you have any questions or inquiries!

Happy Summer!

07/09/2015

Read more from our second installation of our DFA Series:

Dimensional Fund Advisors (DFA) Series - Large Cap Value

Large Cap Value – For this asset class DFA targets the lowest 30% of the large cap market based upon price/book value. Their pool for this asset class is the Russell 1000 large cap stock index. This allows them to take advantage of...

Handy & Reagan, LLC CPAs is a family owned tax, accounting and financial consulting firm located in Lake Oswego, OR.

06/29/2015

In anticipation of the holiday weekend...

From our family to yours, have a safe and happy 4th of July!

06/29/2015

Did you know we have been using DFA asset class investments for your portfolios for more than a decade?

Read more in this week's Insight!

Dimensional Fund Advisors (DFA) Series - Small Cap and Small Cap Value - See more at:

http://handyreagan.com/insights.php .2gc1uZXX.dpuf

Handy & Reagan, LLC CPAs is a family owned tax, accounting and financial consulting firm located in Lake Oswego, OR.

06/24/2015

Come say hi and visit us this summer to see the new additions to our office space!

06/24/2015

Are you wondering how to plan for retirement? What are all the factors to consider? When to start distributions? Some answers to these questions and more are in this week's Insight.

The Glide Path for Retirement Distributions
By, Michael Handy

When one of you wants to start a withdrawal from your retirement accounts, we do an analysis of a number of matters the most important of which are your monthly budget and the investible assets you have available for your distributions. From your monthly budget we subtract your social security payments, pensions, wages in retirement, and payments from annuities which have already begun...

Handy & Reagan, LLC CPAs is a family owned tax, accounting and financial consulting firm located in Lake Oswego, OR.

06/16/2015

This week's Insight:

With the rise of identity theft cases, we thought now would be a great time to remind our clients of our privacy practices and provide some tips on protecting your nonpublic personal information.

The new expression is that there are only two types of people; those that have been hacked and those that will be. In an age where private information...

Handy & Reagan, LLC CPAs is a family owned tax, accounting and financial consulting firm located in Lake Oswego, OR.

06/08/2015

Utilities & Bonds, by Michael Handy, CPA

As a kid I liked to play Monopoly. As with many of my fellow “boomers,” we learned some of the basics of business. Invest and prosper, over-invest through mortgages, and unless you were “lucky” enough to have someone land on your property, you went bankrupt.

My favorite square was utilities. You simply bought it, and anytime someone landed on it, you got paid. You didn’t need to get several contiguous properties, and build houses and apartments as you did with the real estate.

So it is today as it was in my youth with utilities. With investments, instead of someone landing on your utility, you are paid quarterly dividends...

Handy & Reagan, LLC CPAs is a family owned tax, accounting and financial consulting firm located in Lake Oswego, OR.

06/01/2015

A new Insight has now been published on our site:

Real Estate and Bret Maverick by Michael Handy

"In the “old” days, there was a television show produced at Warner Bros called Maverick. It was a show set in the old West with a principal character called Bret Maverick played by James Garner, who made his living playing poker in saloons, plus saving damsels in distress from time to time.

He had an expression about work which I have always enjoyed:

“I hate hard physical labor even when it’s being done by somebody else.”

Handy & Reagan, LLC CPAs is a family owned tax, accounting and financial consulting firm located in Lake Oswego, OR.

04/30/2015

Be sure to keep an eye out for our quarterly newsletter arriving soon with recaps of the market for Q1 2015!

04/22/2015

We made it! Congratulations on a successful tax season!

We are here for your financial needs and questions, so please don't hesitate to contact us throughout the year.

We look forward to hearing from you!