Julia Carlson |

The beginning of 2020 has been quite a ride so far.  How is everyone doing staying home and slowing the pace of life?  As we hunker down in our homes, working

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Julia M. Carlson |

With the recent pullback in the markets this is an attractive time to buy investments. If you haven’t already funded your retirement account for 2019, consider

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Julia Carlson |

“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator

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Julia Carlson |

February is the month for celebrating Valentine’s Day, love and relationships.  What could possibly disrupt our feelings of love...well, money.  Money is often

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Julia Carlson |

While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs).

As you may

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Julia Carlson |

Happy New Year!  Financial New Year Resolutions top the list each year.  Instead of setting a lofty resolution to overhaul your whole financial life, consider

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Julia Carlson |

As the year draws to a close and a new decade begins, I am mindful of how far we’ve come over the past 10 years. It’s easy to get wrapped up into looking

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Julia Carlson |

Having helped several widows and children deal with the loss of a loved one this year has me thinking about some advice for you.  Most people don’t spend too

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Julia Carlson |

Thanksgiving Day begins the holiday season and gives us an opportunity to be grateful.  When you think of gratitude and how it relates to your finances, what

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Julia Carlson |

The Oregon College Savings Plan is a 529 savings account that has special tax advantages to help people save for educational expenses like tuition, computers

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Julia Carlson |

Investors are enjoying the longest bull market ever, but two camps of thought still exist.  One camp points to the fact that, based on historical numbers like

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