Tyson Deering & Wilson

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As we celebrate National Financial Planning Month, our team wanted to share a few general best practices to optimize fin...
11/01/2024

As we celebrate National Financial Planning Month, our team wanted to share a few general best practices to optimize financial strategies before the year ends. Taking these steps can help you maximize your financial resources and position yourself for continued success.

Do you want to discuss any of these financial moves? Reach out — we're here to support you every step of the way!

Did you know that inflation can quietly erode the purchasing power of your retirement savings? In such times, it can be ...
08/30/2024

Did you know that inflation can quietly erode the purchasing power of your retirement savings? In such times, it can be helpful for some to integrate investments such as real estate, stocks, or Treasury Inflation-Protected Securities (TIPS), which can keep pace with or outstrip inflation rates.

Wondering what would be best for your specific situation? Please feel free to contact our team anytime to discuss how we can protect your savings against inflation and help maintain your lifestyle well into retirement.

As many know, market fluctuations can unexpectedly affect your retirement savings. One way to combat this risk is by tra...
08/26/2024

As many know, market fluctuations can unexpectedly affect your retirement savings. One way to combat this risk is by transitioning to a more conservative investing approach as a person nears retirement.

However, as inflationary pressures have reinforced over the last few years, it’s essential to balance a less risky approach with the need for long-term growth to keep up purchasing power.

It can be a tricky balance to strike but one that our team is adept at navigating. With that in mind, do not hesitate to reach out to our team for guidance on managing market risks and securing your financial future as retirement approaches. We are here to help.

With more Americans living longer, demand for health care services and long-term care providers has increased — and so h...
08/22/2024

With more Americans living longer, demand for health care services and long-term care providers has increased — and so have associated costs. Higher costs are expected to continue, and planning for these expenses is essential.

That’s why our team can help you plan early for long-term care and additional medical costs not covered by Medicare. Exploring options such as long-term care insurance and health savings accounts (HSAs) can be crucial in ensuring that you and your loved ones receive the care you need without undermining your retirement savings.

Feel free to contact our team anytime to discuss how to protect your financial future throughout retirement.

June brought good news for many diversified, long-term equity investors, as the recent rally continued amid hopes for ra...
07/10/2024

June brought good news for many diversified, long-term equity investors, as the recent rally continued amid hopes for rate cuts. Signals of inflation easing were evident in various economic data reports scattered throughout June.

Swipe for an overview of key developments ➡️ And as always, reach out if you have any questions or if we can be of assistance. We are here to help.

As of May 28, 2024 (known as Trade-Plus Day), the U.S. is transitioning to a T+1 settlement cycle for stock trades and o...
05/23/2024

As of May 28, 2024 (known as Trade-Plus Day), the U.S. is transitioning to a T+1 settlement cycle for stock trades and other securities. This change ensures faster, more efficient transaction processing.

Swipe through the carousel for an overview of what this means for investors ➡️As always, if you have any questions or require assistance in adjusting your investment strategies, please don't hesitate to contact us. We’re committed to supporting you through these changes.

Address

9900 Sw Greenburg Road, STE 210
Tigard, OR
97223

Telephone

+19713571646

Website

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