Financial expert David Rosell of Rosell Wealth Management talks about strategies to help investors save money on taxes, discussing the benefits of Oregon Municipal Bonds and Tax Loss Harvesting.
Northwest Quadrant Wealth Management partner Tyler Simones explains how a substantial performance advantage comes from things you can control: simple portfolio construction and low-cost funds.
Troy Reinhart of Northwest Quadrant Wealth Management chats with Central Oregon Daily about the current market and how investors should plan for the long run.
Tyler Simones of Northwest Quadrant Wealth Management shares his expert advice on what investors should be doing with their money right now, with stocks at an all time high. Specifically, people that are mostly in cash and want to be invested. He also touches on what people should be doing that are 100% invested already regarding diversifying and where monies should be invested, plus the importance of asset allocation.
David Rosell of Rosell Wealth Management continues his adventures with stories of a six month trip from Kenya to South Africa in the 90’s in his new book Keep Climbing: A Millennial’s Guide to Financial Planning. They found themselves stuck in the mud in the middle of nowhere without food or any tools to help them get out. Being surrounded by lions and other wild animals, the team hunkered down for the night, played cards and talked about their lives. The lessons learned from this adventure is in making sure you always have the right tools on a long journey.
In his new book, David discusses the importance of investing in IRAs and 401Ks. The financial lessons in this book guide Millennials in their investing for a more secure future.
Tyler Simones from Northwest Quadrant Wealth Management joined us to talk about how it’s important to make your financial decisions based on your own life circumstances and not external factors such as the daily market fluctuations and other economic or business news. He also stressed the importance of taking the experts’ opinions and advice with a grain of salt.