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News and information about preserving your life savings

If you’re looking to bring clarity to the financial issues that most concern you, Rob Pool offers sound perspective for building long-term wealth. Rob’s commitment to helping everyday people manage their money is firmly grounded in a career that spans more than two decades, including advisory, supervisory and educational expertise within the investment management, financial planning and real estate industries.

Rob’s dedication to his craft also is evident in his exemplary education and credentials. He earned his bachelor’s degree in business management from George Fox University and holds a master’s degree in financial services from the Institute of Business and Finance. Rob is also a Certified Financial Planner® and a NAPFA Registered Financial Advisor.

Giving the Gift of Pre-Planning

Giving-the-Gift-of-Pre-Planning
In our last post , we shared some thoughts on how to cope with financial commitments if you've been recently widowed. Because grief and wealth management don't mix, the main theme is, less is more . That is, the fewer big financial changes you try to take on right away, the better. Today, let's explore a closely related topic:  pre-planning . ...
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638 Hits

A Bear Encounter in Real Life

​ It's been several years since we have seen anything close to a bear market, as defined by a 20% or greater decline in equity prices. Sure, there have been a few 10% corrections, but volatility has been pretty low, and stock market gains have been pretty consistent. So, are we "overdue"? In many ways, that's an invalid question. If history is our ...
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  1298 Hits
1298 Hits

Fiduciary: A Funny Word with Serious Meaning

​Finance is often such serious business – after all, we're talking about people's life's savings –we advisors may sometimes get caught up in our own gobbledygook language and forget that the rest of the world doesn't know what we're talking about. Take the word " fiduciary ." The term has been grabbing a lot of financial headlines lately, as the Ap...
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1464 Hits

Thankful Thinking

Just as it's best to engage in year-round tax planning instead of waiting for April Fool's Day, we'd probably all be better off if we maintained a continuous "attitude of gratitude." Still, it doesn't hurt to have at least one day of the year officially dedicated to being thankful, to remind us of what we should be practicing all the time. Better l...
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  1215 Hits
1215 Hits