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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:
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A Tale of Two Christmas'What a difference a year makes! Typically I (Tim) try to write one blog a month. This is usually enough to keep you updated about the stock market and important financial matters. Last December the news and markets were soContinue ReadingThe latest from Tim & Bruce:
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Not As Bad As FearedThis last month has reminded us of why we don’t try to predict which direction the stock market will go. October is typically the worst month of the year and we were anticipating this October would be no different. WithContinue ReadingThe latest from Tim & Bruce:
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Kaiser Retirement7 Deadly Sins of a KAISER PERMANENTE Retirement KaiPerm 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: What You'll Learn: Avoiding making mistakes inContinue ReadingThe latest from Tim & Bruce:
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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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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.