A 3-Minute Introduction to the Blockchain Technology
The Industrial Revolution dramatically changed on our way of life since its birth some 200 years ago, but the Internet has truly “revolutionized the computer and communications world like nothing before,” writes the Internet Society. Today, Internet-of-things (IoT) and “smart” products have pushed innovations to a whole new level. The technology behind bitcoin could, yet […]
Simple and Smart Year-End Planning Moves
This blogpost was originally published in September of 2016. Relevant information has been updated for 2017. Thanksgiving has come and gone, and the “relatively” quiet period before Christmas is a perfect time to do some last-minute year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of […]
Tax Reform Is Coming. What Do We Know So Far?
The GOP tax reform effort has crossed the first hurdle – passing the House. Now the Senate is working on their version before the final bill can be reconciled and voted on. There are a number of stark differences, but drawing from the similarities between the two versions, it’s not hard to “predict” what the […]
Fight with Us, Fight with Ana!
Changes happen every day in our lives. Most of them are good, some of them not, a few of them can even wreak havoc. On October 18, lives at the Wakefield family, and Summa Global, came to a standstill. It all began that morning when a portion of highway in the Clackamas county was closed […]
Estate Planning Primer: The Six Building Blocks
Many clients and even some advisors frown upon the thought of estate planning, thinking that it is not necessary, that timing is not right, or that it is ominous to plan for one’s demise. Ultimately, many planning initiatives never come to fruition, or too much time has lapsed and the effectiveness and outcomes of the […]
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