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Thursday, April 16, 2020

Recently, Bridlemile Magazine, a local Portland magazine, tapped Greg to get his insight regarding their financial questions. Read the full article below! Click HERE to read the article

 

Monday, June 17, 2019

The first thing I always tell clients is when we buy CDs, we only buy FDIC insured CDs. I often joke when reviewing accounts with Certificate of Deposits (CDs), that my little old CDs keep plugging along! As many of you know, CDs have...

 

Friday, February 1, 2019

Happy New Year! 2018 was another wonderful and fulfilling year for the two of us. Our business has expanded, and our relationships with all of you continue to make this a rewarding career and enjoyable business to wake up to each and...