I was recently at a celebration for a colleague who retired after being a financial advisor for over 30 years. We were surrounded by a room full of her peers and they were reminiscing about the many years they had all worked together, of times when interest rates hovered in or close to double digits. For years now many have felt the effect of near non-existing interest rates on CD’s and Money Market funds. Here we are in an election year, with many casual conversations about the economy often including a mention of the Fed and interest rates. Just in case you find yourself in one of these conversations, I wanted to share this link to Angeles Investment Advisors blog, a post written by Michael Rosen which discusses just that topic.
Warning signs: Potential fraud and scams
Tax-related identify theft involves someone using a stolen Social Security number to file a tax return and claim a fraudulent refund. This is a small but growing occurrence, and if it happens to you, it can have a major impact on your financial life and delay payment of a tax refund on which you may have been depending. Continue reading
Words of advice from Michael Rosen, Angeles Investment Advisors. When it comes to investing, even when we can look at probabilities, which come with large standard errors, and consider all the many variables that affect investments, there is still no formula for investing with 100% confidence. Should you follow your instincts? What is the best shape for an investment strategy?
Clink on the link below to learn more… Inside the Triangle by Michael Rosen – Angeles’ Blog
More than 80 people helped The Residents Foundation unveil its new offices in downtown Milwaukie. In spite of cold, wet weather outside, the vibe inside was warm and fun.
Executive Director Diane Wernli, her staff and several Board members hosted the event, which featured delicious locally produced treats and take away gifts for everyone.
The gifts to celebrate the opening of the new location included coffee mugs, letter openers, magnifying lenses. But the one that got the most attention on this wet spring day were the blue and white umbrellas with The Residents Foundation logo and our informal motto, “We’re there for you on a rainy day.”
There’s still some “swag” left in case you missed our Open House. Please feel free to stop by or call anytime.
971-233-8956 Continue reading
Gift annuities are easy and predictable