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An overhead view of someone walking on a tightrope high above a forest.
Shelly Norton | Jun 9, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Shelly Norton | Jun 9, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.
Shelly Norton | Jun 9, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Salem

388 State Street, Suite 700
Salem OR 97301

Phone: 503-967-1980
Fax: 503-967-1388
Mon-Fri: 8:30 AM - 4:00 PM

Tacoma

1120 Pacific Avenue, Suite 301
Tacoma, WA 98402

Phone: 503-881-0189
Mon-Fri: By Appointment

    

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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