If you missed the live showing of our Private Wealth Management series on managing retirement cash flows and optimizing your Social Security strategy, here is a link to the replay on YouTube.  If you want a copy of the slides, please contact us.

The securities mentioned are not the only securities we have purchased in the last year for our clients.  If you would like a list of all securities purchased in the last year, please contact us.  Additionally, it should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities mentioned.

Retire.Ready Private Wealth Management Series

Here is a picture from our Retire.Ready presentation this morning.  We will have a video summary up soon for those who missed the presentation.  Thank you to all who attended and thank you Christel Turkiewicz, CRPC and Matt Roehr, CFA for presenting our retirement solution.20150519_162008819_iOS Please follow us at @NWInvestment or @NWRetireReady to stay informed.

A Weak Quarter But Some Improving Trends Nonetheless

Dr. Bill Conerly has spoken at numerous events sponsored by Northwest Investment Counselors (NWIC) and continues to write about the national and local financial markets in publications such as Forbes. Below are his most recent charts on the U.S. economy, U.S. financial markets, and the local Oregon economy. The charts also provide a comment by Dr. Conerly on his expectations or an insight on the subject.

We are pleased to provide Dr. Conerly’s charts to our clients. Please see his website for additional details.

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Retire.Ready Private Wealth Management Series

Please join us on May 19 for our latest Private Wealth Management Series on our Retire.Ready service.  Are you prepared for retirement?  Have you prepared a budget plan?  Have you considered strategies to maximize your Social Security?  How should your portfolio be structured to meet your retirement cash flow needs and still be sustainable, predictable, and flexible?  Matt Roehr, CFA and Christel Turkiewicz, CRPC will lead the discussion on this important topic.  Space is limited and filling fast so RSVP today to Theresa O’Donnell at 503-906-9624 or