Automated investing by ‘robo advisors’: Breaking it down

September 1, 2017
There’s no question that automated investing, or “robo advisors” are on the rise. Initially designed by small tech start-ups, today bigger firms have entered the space and launched their own accessible, low-cost platforms. We think this trend will only continue to grow. Based on a recent study, Business Insider estimated that by 2020, robo advisors will account for more than $8 trillion in global assets under management.

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All eyes on looming fiduciary standards rule

May 18, 2017
Financial advisors across Southwest Washington are making changes in advance of a potentially industry-disruptive decision currently in the hands of federal regulators.

“We’ve really seen a lot of changes in our industry around coming into compliance with this rule,” said said Todd Pisarczyk, an investment consultant with Sustainable Wealth Management in Vancouver.

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With direction in Washington, are markets due for a correction?

April 7, 2017
Now that we have had the opportunity to learn more about the potential direction in Washington, we wanted to expand on one issue investors may have to deal with soon – volatility.

As of late, the S&P 500, the Dow Jones Industrial Average and NASDAQ have reached record highs. Whenever this happens, many investors are on edge, wondering if a correction is coming and, if so, what they should do about it.

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How will new presidency affect you financially?

January 20, 2017
Four market-affecting issues for investors to keep an eye on – The 115th Congress just convened. Republicans hold a 241-194 majority in the House of Representatives and a 52-48 advantage in the Senate (there are 2 Independents, both of whom caucus with the Democrats). When President Donald Trump takes the oath of office today (January 20), Republicans will control the House, Senate and White House for the first time since 2006 and only the third time since the end of WWII. Pressure will be on the new President and Congress to make good on the many campaign-trail promises.

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Linde Carroll Discuses Year End Tax Deductions on KGW8 Portland Today

December 27, 2016

End of the year tax planning

December 23, 2016
With the new year right around the corner, now is the time to make sure your 2016 taxes are in order. As you begin preparing your 2016 tax returns, consider the following 6 options for reducing your 2016 tax bill.

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Todd Pisarczyk Discuses What is Socially Responsible Investing on KGW8 Portland Today

October 6, 2016

Do Presidential Elections Historically Impact the Stock Market?

August 26, 2016
It’s that time again: election season. In November, voters will head to the polls to cast their votes for the 45th president of the United States. While the presidential election and its implications on the financial markets is always a hot topic, does it really affect it?

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How the New DOL Rule Impacts You

April 29, 2016
On April 6th, the Department of Labor (DOL) released the final version of their Fiduciary Rule. This ruling impacts anyone who receives investment advice on their IRA or company 401(k) plan. The updated Fiduciary Rule has been described by some as the most significant change in the retirement and IRA marketplace since the Employee Retirement Income Security Act of 1974. The DOL itself stated in their release, “The basic rules governing investment advice have not been changed since 1975.”

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Managing Your Money In A Volatile Market

March 4th, 2016
There’s no easy way to say it; the beginning of 2016 was a historically bad start to the year for the Dow Jones and the S&P 500. Even with some encouraging signs on Wall Street this week, it can be difficult to remain calm when markets are unstable.

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