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.
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!
Financial Advisor and Author David Rosell helps us understand the ups and downs of the markets. He also gives tips on how to keep dilemmas and challenges in perspective as we navigate the world of money.
Northwest Quadrant Wealth Management’s Tyler Simones explains the new Department of Labor rule, which states that financial advisors need to act as Fiduciaries on their clients’ retirement accounts. Learn more about why this law is good for the individual investor and how it works.
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.
Financial advisor Troy Reinhart from Northwest Quadrant Wealth Management joins us for this week’s Simple Cents segment. We’re focusing on wills, trusts and estate planning. For people who have never done a will or trust before there are a lot of things to consider. It’s not just where you want your money to go, but also for parents–who would take custody of your children?