BEYOND THE NUMBERS

An online journal of our latest views and no-nonsense financial education.

March 24, 2018

The only people who look forward to tax season may well be the cybercriminals who are trying to steal your personal information.  Identity theft is the fastest...

May 3, 2017

Are you ready for the next hot IPO?

An initial public offering, or IPO, issued by a popular company can seem like a very tempting opportunity to buy into an earl...

November 7, 2016

Beginning in December 2016, Oregon is planning to launch a new ABLE Savings Plan for individuals with special needs or disabilities.  ABLE (Achieving a Better L...

October 6, 2016

Are you expecting a financial windfall? Receiving a large inheritance or other sizable sum of money is a stroke of good fortune that most of us believe only hap...

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September 13, 2016

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