Cory Thomas Financial Advisor
Share
Integrity, Honesty and Character; Each are at the forefront of my practice. HERE ARE THE BENEFITS I PROVIDE:
An Unbiased opinion. are not affiliated.
Our focus is to help individuals achieve their retirement goals in an efficient manner by curating custom wealth management strategies thay are designed to reach their goals. I assist people to their financial goals without any gimmicks, proprietary products or incentives that would otherwise cause a conflict of interest. HERE’S WHAT I DO:
I give guidance to people who are wanting to maximize thei
08/19/2022
Our mission is to partner with you through every life stage growing with you as your goals evolve.
We evaluate your strategy and portfolio constantly to ensure it is optimized and take action as required.
We work with you to position your strategy throughout all market cycles and conditions.
https://bit.ly/3zIckf2
08/15/2022
Do you think we are in a recession?
A booming labor market would seem to indicate recession isn’t imminent, despite negative GDP.
But it makes the Fed’s job harder. The balance between slowing the economy and stopping it is the goal.
Even if rate increases push the economy into recession, the overall stronger picture may provide a cushion.
We break it down in this week’s blog.
https://bit.ly/3vYeJBw
07/19/2022
Inflation wreaks havoc on budgets, but the greatest risk to investors is actually the accompanying market volatility.
As the Federal Reserve works to get inflation under control, we are likely to remain in a volatile market environment.
But there are some things you can do to protect yourself.
https://bit.ly/3vmET0z
07/14/2022
The bear market is here. We can’t control how long it will last, but there are some tactics to make getting through it easier.
- Shore up your financial plan
- Stick to your long-term plan
- Assess the reality before taking any action
Bear markets are painful – but the historically, the bulls do come back. You want to position yourself for the turn.
https://bit.ly/3PnJSW3
07/14/2022
Follow our Firm’s page for ongoing resources!
Cash flow planning is the first step in creating a financial strategy. It is a framework that connects your spending to both short-term and long-term goals.
There are a lot of other moves you can make – and having the guidance of a financial planner that always puts your interests first can get you on the right path for you.
https://bit.ly/3azt5Rn
04/29/2022
Enjoying the desert for a quick weekend get away🌵
04/04/2022
Swipe for a free mood booster ♥️👶🏼
03/17/2022
Is it summer yet?
06/17/2021
You may have heard about the new Payroll tax coming to Washington State employees Jan 01, 2022. This tax will contribute to a state ran, Long Term Care Insurance coverage. There is limited time to opt out - contact me for information on how to be excluded from the tax.
05/18/2021
The Shape of Economic Recovery Learn about key factors that may affect the shape of economic recovery.
10/07/2020
The fourth quarter is usually the best performing quarter for equities, being higher 79% of the time and on average, up 3.9%.-Yahoo Finance, October 1, 2020
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Address
Portland, OR
98604