Do This to Plan for a Recession (3-minute video)

Current data tells us that the economy is in a steep contraction due to the coronavirus. We don’t know how long it will last or how long the economy will take to recover. How can we protect ourselves when we can’t predict the future? I made a short video showing you...

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Your Investment Health Might Depend on THIS!

Do you put sunscreen on after you get sunburned? Click on your seatbelt moments before a crash? Go shopping for a fire extinguisher as an oil fire blazes in your kitchen? Accidents are sudden. They can come out of nowhere — just like market volatility and downturns....

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Why You Shouldn’t Worry about Who the Next President Will Be

Do you know what one of the number one causes of market losses during an election year is? Fear.1 In fact, the uncertainty of the elections can stoke your fears. It may even encourage you to make rash, emotional decisions.1 That can lead to losses, but it doesn’t have...

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A “must read” — especially within 5 years of retirement

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans. You’ll see how powerful these are in a second. The problem is, many people put them off, thinking, “I’ll get to that later...

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What was your favorite moment of 2019?

What’s your standout memory of the past year? If you’re like most people, the first thing that comes to mind is something you didn’t do. That’s because most people tend to overlook their accomplishments at the end of a year. We’re not doing that in this month’s Visual...

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What to do with your old 401(k), 403(b), 457 plan?

We call them “zombie” plans… The old 401(k), 403(b), or 457 plan that’s practically left for dead, neglected, and untouched with your old employer. What you decide to do with your old “zombie” plan is critical, no matter if you’re still working, recently changed...

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The Build vs. Buy Equation

If you’re wondering what your business might be worth to an acquirer in Portland, there is a simple calculation you can use. Let’s call it “The Build vs. Buy Equation”. At some point, every acquirer does the math and calculates how much it would cost to re-create what...

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Growing Fast? Here’s What’s Likely To Kill Your Company

If your goal is to grow your Portland, Oregon company fast, you need a positive cash flow cycle or the ability to raise money at a feverish pace. Anything less and you will quickly grow yourself out of business. A positive cash flow cycle simply means you get paid...

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Evaluating an Early Retirement Offer

In today's corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you've received is a good one? By evaluating it...

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What's Next for the Dow?

The stock market kicked off March 1st with a new high in the Dow, S&P 500 and NASDAQ but has been losing steam the rest of the month.  Since the presidential election, investor optimism has been driving stocks higher.  In fact, a recent analysis by Bloomberg found...

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