Truth in Wealth Building

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Listen to the Radio Show Now

Oregon is beer happy

Oregon tech company Radisys, has been sold for $74 million to Reliance Industries Limited. Radisys sells communications networking equipment. Radisys had 600 employees at the end of last year. Just 50 were left at its Hillsboro headquarters. (Oregon Live) The State of Oregon projects that Central Oregon will have fastest job growth in the state…

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Happy birthday America!

Happy birthday America! 242 years and still going strong. Markets are closed today in observance of our Independence Day. So, let me leave you with these thoughts. As we celebrate this 242nd of the signing of the Declaration of Independence, I know many of you have concerns about the tone of civil discourse and the…

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A short day

Welcome to the third quarter. Historically the third quarter can be tricky for stocks, but especially so during a midterm year. In fact, going back to 1896 and the start of the Dow, this is the second worst quarter of the four-year presidential cycle. (LPL) The shortened holiday week will likely see below-average trading volume…

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Happy 3rd Quarter

Toys R Us closed its doors in the U.S. on Friday. The defunct company still must sell its intellectual property. (CNBC) Nestle is being urged by investor Daniel Loeb’s Third Point hedge fund to split into three divisions. They want Nestle to split into separate beverage, nutrition, and grocery units. (CNBC) Kroger the parent company…

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Questions to Ask a Financial Advisor

Questions to Ask a Financial Advisor 1. How do you get paid? Tell me all the direct and indirect compensation you receive. 2. Are you a fiduciary? Explain to me why or why not. 3. Do you take discretion on my account? 4. If I look on brokercheck.org what would I find out about you?…

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LEI continues to support a strong economy

LEI continues to support a strong economy. The Leading Economic Index jumped 0.2% in May, after being up 0.4% each of the past two months. This index comprises 10 components (e.g., jobless claims, factory orders, and confidence) to show a picture of future economic health. This is key indicator we use as a warning sign…

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