Market Volatility
Thoughts to encourage
Previous periods of volatility and decline
Peace, clarity, and confidence
Time-tested wisdom
First Quarter 2022
Market commentary
Why hold bonds
How to recognize phishing/spam emails
What’s happening
Important Tax Prep Info
Planned mailing dates for tax statements
Charitable distribution rules
2021 IRA contribution rules
2021 education account contribution rules
Tips for how long to store documents
Fourth Quarter 2021
Hopeful thoughts
Market commentary
Portland business market
IRS 2022 contribution changes
What’s happening
Third Quarter 2021
Market commentary
Expectations and income
What’s happening
Beauty out of the Darkness
Mental health awareness
Out of the Darkness poem
10 ways to take care of your mental health
Importance of your attention
Some good news
What’s happening
Second Quarter 2021
Market review
Timing the sale of your home
Gas tax history
What’s happening
Happy Summer, New Look
We have a new logo and website!
IFS core values
Creating a My Social Security account
Combating FOMO in your portfolio
What’s happening
First Quarter 2021
We have a new team member!
Market review
The perils of trying to time the stock market
Thinking about college? Conversation with a (former) student affairs dean
COVID-friendly adventures
Tax and Contribution Deadlines
It’s tax season again!
Deadlines for tax filing
Deadlines for account contributions
Chart showing how the recent stimulus package is allocated