Blog
10 Must-ask Questions For A Financial Advisor Interview
Are you looking to hire a financial advisor who can help you achieve your financial goals? Conducting a successful interview is crucial in finding the…
How Are Your Investments Impacted by Current Events?
We are often asked how election results might impact a clients’ investments. They are concerned that if one party or the other wins an election,…
What Is A Durable Power Of Attorney For Finances?
Life is unpredictable. Whether it’s an unexpected illness, an accident, or other unforeseen event, being prepared for such circumstances can significantly reduce stress and provide…
529 Savings Plan: An Overview
We regularly get questions from clients about how they can help provide college funding for their kids or their grandkids. One of our favorite mechanisms…
Roth IRA Conversions: What Are They And When Do They Make Sense?
A Roth conversion involves transferring funds from a retirement account, which is taxed upon withdrawal, to a Roth IRA, where withdrawals may be taken tax-free…
PERS Of Oregon For University Of Oregon Faculty
If you are an administrator or a faculty member at the University of Oregon, there are several retirement vehicles available to you. One of which…
Building Resilient Portfolios
Investing in a world where there is an around-the-clock stream of economic news, and an ever-increasing multitude of complicated investment choices can be confusing and…
Are Your Employer Retirement Accounts Professionally Managed?
Until recently, JourneyTree has not been able to manage employer retirement accounts (such as 401(k) and 403b plans) held by our clients. At the end…
3 Types Of Financial Scams To Avoid
With communication always changing, it’s important to be aware of how scammers are using technology for their personal gain. Text messages, phone calls, and email…
An Alternative Investment Worth Considering
For decades, traditional investing has primarily involved three types of investments, and the main decision has been determining how much money to put into each…
