Tyler Simones with Northwest Quadrant Wealth Management visits with Central Oregon Daily about what should be on your 4th quarter financial to-do list.
David Rosell of Rosell Wealth Management talks about a visit to Vietnam and shares a graph detailing historical events and stock market ups and downs.
Northwest Quadrant Wealth partner Troy Reinhart answers some basic questions about life insurance including who should have it, what kind and how much they should have.
Financial Expert David Rosell shares a tale of an African adventure that almost went terribly awry and relates it to having a solid plan for retirement.
Tyler Simones with Northwest Quadrant Wealth Management explains why MOST of the time it’s best to keep your pension or PERS put even though a broker or financial advisor may pressure you to roll it into an IRA or something else.
Financial Expert Troy Reinhard explains the best financially sound ways to save money for college. Tip #1 is to START EARLY!
Author, speaker, wealth manager, adventurer David Rosell, of Rosell Wealth Management, tells the tale of ultralight shenanigans in Africa and Central Oregon and relates a connection to how you approach your financial planning.
Employers in Oregon now have a new option to provide a retirement savings solution to their employees, and a Bend company is leading the way as part of a pilot program for a state-sponsored plan called “Oregon Saves.”
It gives smaller companies a chance to enroll their employees in a plan without taking on the expensive administrative costs that it takes to run those plans.
Central Oregon Daily’s Mackenzie Wilson caught up with the owners and employees of Statehood Media in Bend to see how the pilot program has been working for them.
David Rosell of Rosell Wealth Management decided to climb what he describes as the most scenic mountain in Central Oregon, Mt Washington. The group he climbed with used ropes up the last pitch to reach the top safely and not take a chance of slipping. He uses this experience to talk about investing smart so you don’t go into a financial free fall. With the market at an all time high many are uncertain how to invest and waiting for the floor to drop out.
In his new book Keep Climbing: A Millennial’s Guide to Financial Planning, David takes his adventures and turns them into financial lessons. This week its about being smart about investments for the long term.