Insights/ Articles

"Education is the foundation of better financial decisions" - Jeff Dixson

Have You Made Any of These Financial Mistakes?

By Jeff Dixson | July 20, 2018

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s 1. Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.…

Statement from Jason T. Lambert, Portfolio Manager / Senior Vice President

By Jeff Dixson | May 17, 2018

As many of you may have seen, we have experienced an increase in trading as of last week. In response to technical signals received from W.E. Donoghue, a tactical asset management indicator that we follow and trust, we have moved to a more defensive position in our growth model. What this means is that we…

Trumps Economy is Rolling but Everything Not Rosy for Retirement Savers

By Jeff Dixson | November 17, 2017

Jeff Dixson’s interview with KXL’s Chris Brown from 11/8/17 Now that we’ve reached the one year mark since Donald Trump was elected President, many are reflecting on where we are as a country. Specifically looking at the markets and the economy there is a lot of good news. Over the last 12 months the Blue-chip…

Should I Retire in Portland?

By Jeff Dixson | September 28, 2017

Portland, Oregon is a city that we love to serve. With all the fantastic people, cuisine, and things to do, it’s no wonder so many people are moving to Portland to retire. Portland is perfectly situated one hour’s driving distance from fantastic skiing at Mt. Hood as well as the beautiful sandy beaches of Cannon…

There Are Many Faces Missing on the NFL Gridiron This Year, But For How Long?

By Jeff Dixson | August 30, 2017

Fall, glorious fall! The kids are going back to school, we’ll soon escape the hot sweaty summer days (that we’ll miss in two weeks), and football is back. In fact this week wraps up the NFL’s pre-season, and next week we’ll head into the first game of the regular season. One thing that’s always interesting…

How Much of My Income Should I Put Towards My Mortgage?

By Jeff Dixson | August 25, 2017

From Jeff Dixson’s Interview with KXL’s Chris Brown on Wednesday, August 23rd You’d be surprised how often I get the question, “how much of our income should be going towards a mortgage?” Deciding how much of your assets you should allocate to different things isn’t always straight forward. That’s why it’s helpful to have guidelines.…

Three Things a Retiree Must Understand

By Jeff Dixson | August 10, 2017

In a conversation with a prospective client, some things came up that can serve as a lesson to many retirees and pre-retirees. Let’s call the guy “George”. George had expressed interest in our radio show and had called in. George told me that he’d been with a financial firm for decades. The firm, based in…

Don’t Let “FOMO” Sabotage Your Investment Plan

By Jeff Dixson | August 2, 2017

The term “FOMO”, which stands for “Fear of Missing Out”, explains the uncomfortable feeling people have when something good is happening that they’re not a part of. With the DOW Jones, S&P 500 and NASDAQ in the headlines constantly for hitting record highs, many are experiencing FOMO for not participating more in the run up.…

Retirement Risks: Sequence of Returns Risk

By Jeff Dixson | July 27, 2017

Listen to Jeff Dixson’s interview about this subject with KXL FM 101.1’s Jim Ferretti- Aired 7/26/17 A significant risk facing retirees today that is often overlooked When we’re contributing to our retirement accounts on a consistent basis, we’re making systematic purchases. We buy when the market is up and we buy when the market is…