Webinars

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Director of Investments

Topic

What returns are typical for an election year? Is holding money in cash, high-yield saving accounts, or CDs a good strategy? What would happen if the tariffs were enacted? What are the tax implications depending on who is in office? Do you think the Tax Cuts and Jobs Act will expire? And how should an investor prepare?

Publication Date - Sept 25, 2024

Length: 1:00

Content Presenters

• DJ Wright, Director of Investments
• Drew Forquer, Trading Assistant and Client Services Associate

Topic

What's happening in the market? What do we, as investors, need to know as we head into the second half of 2024? Director of Investments, DJ Wright and Trading Assistant, Drew Forquer look at where we've been so far this year, the stock and bond market outlook, the upcoming election and more.

Publication Date - July 31, 2024

Length: 39:37

Content Presenters

• DJ Wright, Director of Investments
• Drew Forquer, Trading Assistant and Client Services Associate

Topic

Director of Investments, DJ Wright and Trading Assistant, Drew Forquer look back over the last year and highlight some of the opportunities and challenges investors might encounter in 2024.

Publication Date - January 25, 2024

Length: 38.45

Content Presenters

• Jason Harris MBA, CFP®, President
• Julia Carlson, Founder and CEO

Topic

Jason Harris and Julia Carlson talk tax strategies you can implement before the year-end and into 2024. They cover the potential end of the Tax Cuts and Job Act (TCJA) tax break what it means for you. They also share how to maximize tax savings with charitable giving, the standard deduction, and in your retirement accounts.

Publication Date - November 28, 2023

Length: 57.13

Content Presenters

• Jason Harris MBA, CFP®, President
• Edgar Villegas, Financial Advisor.

Topic

Jason Harris and Edgar Villegas discussed Oregon's Public Employee Retirement System (PERS) and the options available to PERS employees.

Publication Date - September 6, 2023

Length: 34:43

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor
• Sammie Guajardo, Financial Advisor

Topic

DJ gave an update on the possibility of a recession and the impacts that it may have on the market. In addition, Julia and Sammie discussed some investment behaviors and investor biases that can occur.

Publication Date - May 12, 2023

Length: 58:51

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor

Topic

DJ talked about different aspects of the market at the start of 2023. Julia talked about what you can do to prepare for the upcoming tax season.

Publication Date - February 10, 2023

Length: 40:27

Content Presenters

• Julia Carlson, Founder and CEO
• Sammie Guajardo, Financial Advisor

Topic

Julia and Sammie discussed the emotional and financial decisions that need to be considered if you retire during a bear market.

Publication Date - December 14, 2022

Length: 35:38

Content Presenters

• DJ Wright, Investment Manager and Financial Advisor
• Julia Carlson, Founder and CEO

Topic

DJ provided an update on the markets. Julia discussed year-end tax planning ideas as we approach the end of the year.

Publication Date - November 9, 2022

Length: 44:08

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• Jason Harris, Vice President and Chief Operating Officer
• Sammie Guajardo, Marketing Manager and Financial Advisor 

Topic

Chandran, Jason, and Sammie reviewed different Medicare options. Additionally, they discussed 2023 numbers and choosing the right Medicare plan for you.

Production Date - October 19, 2022

Length: 41:14

Content Presenters

• Jason Harris, Vice President and Chief Operating Officer
• Edgar Villegas, Financial Advisor

Topic

Jason and Edgar talked about the different Oregon PERS options.

Publication Date - September 13, 2022

Length: 33:53

Content Presenters

• DJ Wright, Investment Manager and Financial Advisor
• Josh Weaver of First Trust

Topic

DJ and Josh looked at how the market was doing and looked ahead to the year's second half.

Publication Date - August 10, 2022

Length: 30:15

Content Presenters

• Jason Harris, Vice President and Chief Operating Officer
• Edgar Villegas, Financial Advisor

Topic

Jason and Edgar reviewed what long-term care is and your options. 

Publication Date - July 13, 2022

Length: 29:35

Content Presenters

• DJ Wright, Investment Manager and Financial Advisor
• Edgar Villegas, Financial Advisor

Topic

DJ and Edgar reviewed some financial tips, including budgeting, debt, and investing tips.

Publication Date - May 11, 2022

Length: 34:13

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor

Topic

Julia talked about Behavioral Finances and how to stay calm during chaotic markets. DJ gave an update on the markets.

Publication Date - April 13, 2022

Length: 47:16

Content Presenters

• Julia Carlson, Founder and CEO
• Sammie Guajardo, Marketing Manager and Financial Advisor 

Topic

Julia and Sammie talked about ways women can be empowered financially to celebrate International Women's Month.

Publication Date - March 9, 2022

Length: Length: 44:46

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• Edgar Villegas, Financial Advisor

Topic

Chandran and Edgar walked through Social Security topics, such as how retirement benefits are calculated, tax considerations, and options for married couples and divorcees.

Publication Date - February 9, 2022

Length: 42:28

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor
• Gabe Rissman from YourStake

Topic

Learn how to help the planet and still have the potential to outperform the market.

Julia hosted a discussion with DJ and Gabe about sustainable investing and its positive impact on the planet.

Publication Date - January 12, 2022

Length: 39:23

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• Julia Carlson, Founder and CEO

Topic

Julia and Chandran discussed different tax strategies, charitable giving strategies, and potential tax laws.

Publication Date - December 8, 2021

Length: 45:58

Content Presenters

• Jason Harris, Vice President and Chief Operating Officer
• Joe Hill, LPL Financial
• Mike Terry, LPL Financial

Topic

Jason welcomed Joe Hill and Mike Terry of LPL Financial LLC as they walked through preventative measures against cyber security attacks.

Publication Date - Nov 10, 2021

Length: 51:22

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• Matt Beck, Financial Advisor

Topic

If you do not have Medicare feel free to forward this video to a friend or family member who does.

Chandran and Matt walked through an overview of Medicare, 2022 estimations, and what is the best plan for you. 

Publication Date - Oct 13, 2021

Length: 41:57

Content Presenters

• Jason Harris, Vice President and Chief Operating Officer
• Edgar Villegas, Financial Advisor

Topic

If you do not have Oregon PERS, please forward this video to a friend or family member who does.

Jason Harris CFP® and Edgar Villegas overviewed Oregon PERS, recent changes, and how it fits into your retirement strategy. 

Publication Date - Sept 8, 2021

Length: 57:43

Content Presenters

• Julia Carlson, Founder and CEO
• Sammie Guajardo, Marketing Manager and Financial Advisor 

Topic

In this webinar, they discussed how your family and heirs can have significantly more success in future generations.

Julia and Sammie explored how the estate you've worked so hard to build can serve your family well and even last through more than one generation. 

Publication Date - Aug 11, 2021

Length: 42:31

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor
• Ryan Detrick, Senior Vice President and Chief Market Strategist of LPL Financial LLC

Topic

The U.S. stock market was supported by tremendous fiscal stimulus in 2020 and 2021, but what about the future? Should we be concerned about inflation and rising interest rates? And what impact will the post-COVID reopening have on our economy?

Julia and DJ welcomed Ryan Detrick to give us his market view.

Publication Date - July 20, 2021

Length: 1:03:19

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor

Topic

Can you really “have it all” when it comes to retirement planning? Yes, but this type of successful planning requires a strategy.

Julia and DJ revealed the retirement trifecta with proactive accumulation, tax-efficient distribution, and smart investment strategies. 

Publication Date - June 9, 2021

Length: 1:09:40

Content Presenters

• DJ Wright, Investment Manager and Financial Advisor
• Edgar Villegas, Financial Advisor

Topic

Personal finance goals are different when you’re in your 20s and 30s. While your parents are focused on managing retirement, you may be navigating the challenges of paying off education debt, establishing yourself in a new career, buying a home, starting a family, or any combination of these.

You may think you have all the time in the world to set up a financial strategy, but time goes by faster than you expect. So where do you begin? DJ and Edgar discussed what you can do now to set the stage for a comfortable financial future.

Publication Date - May 12, 2021

Length: 51:39

Content Presenters

• Jason Harris, Vice President and Chief Operating Officer
• Catherine Valega, Financial Advisor

Topic

As we get to the last third of our lives, the priorities we need to take care of change. One of the key items is preparing for potential long-term care needs. Most people will need some long-term care services in their lifetime, ranging from in-home care to skilled nursing facilities.

This Long-Term Care webinar presented by Jason and Catherine, our long-term care specialist, discusses this very important discussion.

Publication Date - April 14, 2021

Length: 55:04

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• DJ Wright, Investment Manager and Financial Advisor

Topic

Chandran discussed Social Security topics such as how retirement benefits are calculated, tax considerations, and options for married couples and divorcees. In addition, DJ provided a market update in preparation for the economy to reopen.

Publication Date - March 10, 2021

Length: 51:41

Content Presenters

• Julia Carlson, Founder and CEO
• Catherine Valega, Financial Advisor

Topic

In honor of International Women's Day, Julia and Catherine hosted a webinar dedicated to helping women build financial confidence.

Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. Understanding today’s financial landscape can help women rise to the challenge, know their worth, and take control of their futures.

While we can’t create economic equality overnight, we can help ensure every woman is fully equipped, supported, and prepared to pursue her unique goals. Let’s get to work, together.

Share this Webinar with all the amazing women in your life!

Publication Date - March 8, 2021

Length: 1:00:17

Content Presenters

• Julia Carlson, Founder and CEO
• Jason Harris, Vice President and Chief Operating Officer

Topic

In February, we are encouraged to celebrate love and relationships. What could disrupt our feelings of love? Money. When discussing money in relationships, we will find some frustration and tension. But it doesn't have to be that way! 

Julia and Jason walk you through how to have open and honest money conversations with your partner. Regular financial dates can help you build a money plan together and create systems to harness the power of each other’s strengths.

Plus, we have a few tips for those talking money without a partner. Everyone’s welcome to join in and learn!

Publication Date - February 10, 2021

Length: 45:44

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• Julia Carlson, Founder and CEO
• Jason Harris, Vice President and Chief

Topic

Julia, Chandran, and Jason hosted our first educational webinar of the year. They shared an exciting announcement about our new east coast location, introduced our new team members, provided a market update, and discussed tax planning.

Publication Date - January 13, 2021

Length: 58:56

Content Presenters

• Julia Carlson, Founder and CEO
• Holli Rajaratnam, Ordained Ministerial Counselor

Topic

Coping with the death or the disability of a loved one is difficult. Join Julia and guest as they discuss why a love story can heal and connect us more than a financial story ever could. During the webinar, they share how writing a Love Letter could help your loved ones heal after you are gone and continue your legacy.

Please visit our Resources Page to learn how to write a love letter that could help your loved ones heal after you are gone and continue your legacy.

Publication Date - December 9, 2020

Length: 40:23

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor

Topic

With election day behind us, Julia and DJ reviewed year-end tax planning strategies, provided a market update, and reviewed charitable giving opportunities. 

Publication Date - November 11, 2020

Length: 38:31

Content Presenters

• Julia Carlson, Founder and CEO
• Jason Harris, Vice President and Chief Operating Officer

Topic

Julia and Jason walked through an overview of Oregon PERS and how it fits into your retirement strategy.

Publication Date - October 14, 2020

Length: 1:00:48

Content Presenters

• Julia Carlson, Founder and CEO

Topic

Julia discussed how the results of the 2020 Election might impact your investments and tax planning. She will provide a detailed review of tax policy proposals from both major party candidates and planning ideas and charitable giving strategies for either administration.

Publication Date - October 7, 2020

Length: 1:15:39

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• Jason Harris, Vice President and Chief Operating Officer
• DJ Wright, Investment Manager and Financial Advisor

Topic

Chandran guided you through Medicare and Medicare-approved plans from private insurers. In addition, Jason and DJ provided a market update in preparation for the election.

Publication Date - September 9, 2020

Length: 57:22

Content Presenters

• Julia Carlson, Founder and CEO
• Michael Russel, MFS Director

Topic

Discover key principles that will help you invest with resilience during a time when negative marketing headlines can create panic and investing has become increasingly complex.

Publication Date - August 12, 2020

Length: 55:19

Content Presenters

• Julia Carlson, Founder and CEO
• Traci McDowall, Attorney at Law

Topic

Discover the Basic Elements of an Estate Plan and Why You Should Have One

Publication Date - July 8, 2020

Length: 1:05:29

Content Presenters

• Julia Carlson, Founder and CEO
• Jason Harris, Vice President and Chief Operating Officer

Topic

Basics of Personal Finance & Money Management

Publication Date - June 10, 2020

Length: 54:37

Content Presenters

• Chandran Rajaratnam, President and Financial Advisor
• DJ Wright, Investment Manager and Financial Advisor
• Julia Carlson, Founder and CEO
• Jason Harris, Vice President and Chief Operating Officer

Topic

Market updates and retirement planning.

Publication Date - May 11, 2020

Length: 58:54

Content Presenters

• Julia Carlson, Founder and CEO
• Chandran Rajaratnam, President and Financial Advisor
• Jason Harris, Vice President and Chief Operating Officer
• DJ Wright, Investment Manager and Financial Advisor

Topic

Market updates and information about the SECURE & CARES Act.

Publication Date -  April 21, 2020

Length: 56:03

Content Presenters

• Julia Carlson, Founder and CEO
• Chandran Rajaratnam, President and Financial Advisor
• Jason Harris, Vice President and Chief Operating Officer
• DJ Wright, Investment Manager and Financial Advisor

Topic

Market update and our investment strategy.

Publication Date - April 8, 2020

Length: 57:21

Content Presenters

• Julia Carlson, Founder and CEO
• DJ Wright, Investment Manager and Financial Advisor
• Chandran Rajaratnam, President and Financial Advisor

Topic

Take control of your money.

Date: May 21, 2019

Length: 27:53

Content Presenters

• DJ Wright, Investment Manager and Financial Advisor
• Julia Carlson, Founder and CEO

Topic

Investing for your future.

Date: July 16, 2019

Length: 53:12