Alexander Reed, Wealth Advisor

Alexander Reed, Wealth Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Alexander Reed, Wealth Advisor, Financial planner, 10200 SW Greenburg Road, Portland, OR.

Deciding where to retire can be a big deal. Where does your dream city land?
01/02/2022

Deciding where to retire can be a big deal. Where does your dream city land?

The average American needs their retirement savings to last them over a decade. In which cities is $1 million enough to retire comfortably?

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03/02/2021

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We are honored to be named the Best Place to Work for Financial Advisors by Investment News for the third time!

Being an amazing workplace is all about the incredible internal stakeholders that make up the company. Thank you to all of our Carson Wealth team members for making this place so awesome!

https://bestplacesforadvisers.com/

1 page to summarize 5,593 page New Stimulus Package. Here is what you need to know. Hint: it's more than a $600 check.
12/23/2020

1 page to summarize 5,593 page New Stimulus Package. Here is what you need to know. Hint: it's more than a $600 check.

Read more about17 Things You Need to Know About the New Stimulus Package from Carson Wealth. With Carson Wealth, money doesn't have to be complicated.

HOW DOES THE CARES ACT AFFECT YOU?While you may have heard about the rebate check most Americans will be receiving, ther...
04/01/2020

HOW DOES THE CARES ACT AFFECT YOU?

While you may have heard about the rebate check most Americans will be receiving, there is plenty more in the CARES Act that impacts individuals and businesses in the U.S.
Learn more about how the CARES Act affects you at our webinar this Thursday at 1PM PT.
Register here:

Congress passed the largest economic relief package in history last week. And while you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. To help you understand the overall impact of the new laws, we’ve ...

Enrolling for Medicare can be overwhelming. This recent blog may be able to help simplify the process.
03/02/2019

Enrolling for Medicare can be overwhelming. This recent blog may be able to help simplify the process.

I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.

Let’s look at a few of the normal expenses in everyday life and see how they could be affected by rate changes in Washin...
03/01/2019

Let’s look at a few of the normal expenses in everyday life and see how they could be affected by rate changes in Washington.

You’ve seen the Federal Funds Rates changing in the headlines this last year. Let’s look at how these changes affect your personal finances.

The impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is imp...
02/28/2019

The impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Learn more in our latest blog:

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years.

02/28/2019

Ron Carson with another highlight on the markets

02/27/2019

What is your Family Index Number? Hint: It helps you remain on track toward achieving your objectives at every stage of your life.

We believe advancing and protecting a lifetime of wealth requires a personalized and focused approach that begins with determining your Family Index Number— the individual rate of return you need to achieve your goals and objectives with confidence. 

Tax Cuts and Jobs Act Changed Things More Than You Realize:
02/26/2019

Tax Cuts and Jobs Act Changed Things More Than You Realize:

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years.

The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the...
02/25/2019

The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the U.S. and China continued to support markets.

The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the U.S. and China continued to support markets. While trade negotiations between the U.S. and China remain the key focus, a number of other key events and data releases are likely to...

Medicare enrollment can be complicated, but our latest blog may be able to help provide some guidance in getting started...
02/23/2019

Medicare enrollment can be complicated, but our latest blog may be able to help provide some guidance in getting started!

I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.

Address

10200 SW Greenburg Road
Portland, OR
97223

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15035586546

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