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RETIREMENT PLANSA Benefit to Employees and EmployersINVESTMENT MANAGEMENTWhy Fees are Better than CommissionsRETIREMENT PLANNINGRetirement Income Options & ProjectionsRISK MANAGEMENTProtection from Unforeseen TragediesTAX PLANNINGStrategies to Help Reduce TaxesESTATE PLANNINGPassing Wealth to the Next Generation
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Trade War Trade FeesEntering fall is always a tumultuous time in the stock market. September and October are historically the most volatile months of the year. Now that September is behind us we see that our Growth Stocks portfolio was down last monthContinue ReadingThe latest from Tim & Bruce:
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Recession ObsessionDid you hear about the economist that predicted 10 of the last 5 recessions? Well, everyone's an economist these days with the constant talk of the next dreaded recession. Today we'd like to give some perspective on the topic. Recessions areContinue ReadingThe latest from Tim & Bruce:
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7 Sins of China TradeJuly statements of investment accounts are the best we've seen! The S&P 500 stock market peaked on July 26th at approximately 3,027, which is an all-time high. Hooray! However, since then, the market has pulled back some 6%, half of that just today. Can youContinue ReadingThe latest from Tim & Bruce:
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WisdomWisdom What a difference a few months make. Last fall I dropped off our toddler Lucy, at preschool, nervous she wouldn't make it through the first day without melting down. Today, she ended preschool as a young girl, brave, ready to tackleContinue ReadingThe latest from Tim & Bruce:
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7 Deadly Sins of a KAISER PERMANENTE Retirement + an offer for a FREE Retirement Income PlanKaiPerm Credit Union and SMB Financial have teamed up to provide 30 presentations so far across the Portland, Vancouver, and Salem KP campuses. The next presentations are below (updated 10/14/19): Avoiding making mistakes in retirementHow to choose a lump sum orContinue ReadingThe latest from Tim & Bruce:
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Health Care ScareIt's nice to see the sun shine again, on us and especially on the accounts last month. The stock markets are now at their previous highs as fears of a sudden slowdown appear to be in the rearview mirror, but a few concernsContinue ReadingThe latest from Tim & Bruce:
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AboutSMB Financial is owned and operated by SMB Financial Services, Inc., a registered investment advisor with the SEC. SMB Financial Services, Inc was established in 2003 and is located in the Portland, OR area.Information on this website is for educational purposes only and not intended as investment planning or advice. There is a risk in investing. Account values can go down and the principal can be lost. Not every investment is appropriate for every investor. Any guarantees mentioned are offered by specific financial institutions and not SMB Financial. Some of the information may be out of date. Please consult your own financial advisor or SMB Financial before acting on any of the information on the website. The advisor may not transact business in states where it is not registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.