-
HomeServicesContactBlogAllevi-8
-
Financial Planning to Help You Stop Worrying About MoneyClick to schedule a call for your own plan!
-
Financial Planning to Help You Stop Worrying About MoneySchedule a call for your plan!
-
Committed to Putting
Client's Interests First
Advisors
-
Secret strategy01"You couldn't possibly understand"Creative compensation02Do you know what you're paying?Advisor first03Client lastMythical Results04Too good to be true?
-
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
SERVICES
-
End of the BeginningIt feels as if we haven’t had a single bit of good news since the start of this crisis. That’s not true of course. A few countries have had some success, but the negative news has significantly overwhelmed it. Higher andContinue ReadingThe latest from Tim & Bruce:
-
Time to BuyToday the market dropped to a level that’s pricing in a recession later in the year. Recessions last on average 11 months and have an average pullback in the stock market of 30%. While there’s plenty of drama today aboutContinue ReadingThe latest from Tim & Bruce:
-
How low can stocks go?That was the ominous query topping The Wall Street Journal's "Money and Investing" section on March 9, 2009. Exactly 11 years ago today. I was sitting in our office with Bruce and we and our clients had just endured aContinue ReadingThe latest from Tim & Bruce:
-
Economics of EpidemicsI mentioned it in last month’s letter, but fear of the spread of Coronavirus is now gripping investors. As of today, the stock market has dropped 10% in one week as companies, economists, and individuals try to quantify what theContinue ReadingThe latest from Tim & Bruce:
-
China Goes ViralThe Coronavirus daily updates are on every news outlet I have. The unfortunate numbers are stacking up and the stock market is beginning to notice. Last week the year-to-date gains were erased as new cases appeared in our country. ThisContinue ReadingThe latest from Tim & Bruce:
-
Safety ThirdWhat should we make of a stock market at all-time highs and priced for perfection? After a nice run in 2019, it appears many investors are taking the Safety Third approach. This investment approach replaces the mantra of “safety first” with “risk andContinue ReadingThe latest from Tim & Bruce:
-
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.