Investment Services Beaverton OR

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Beaverton. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Mr. Michael A. Smolak (RFC®), MBA
(503) 445-2626
5901 SW Macadam Avenue, Suite 135
Portland, OR
Company
Dimension Resources
Qualifications
Education: BSMEMBA
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection

Data Provided by:
Morgan Stanley
(888) 771-0705
4800 Sw Meadows Road Suite 400
Lake Oswego, OR
 
Morgan Stanley
(800) 755-2516
1701 Se Columbia River Dr Ste120
Vancouver, WA
 
Mrs. Jamie A. Bosse (RFC®), CFP
(503) 790-7636
1211 SW Fifth Avenue, Ste. 560
Portland, OR
Company
Key Private Bank
Qualifications
Education: Bachelor of Science in Personal Financial Planning and a Minor in Business Administration from Kansas State University. Certified Financial Planner
Years of Experience: 7
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Retirement Planning, Stocks and Bonds, Mutual Funds, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Morgan Stanley
(888) 771-0705
4800 Sw Meadows Road Suite 400
Lake Oswego, OR
 
Mrs. Jamie A. Bosse (RFC®), CFP
(503) 790-7636
1211 SW Fifth Avenue, Ste. 560
Portland, OR
Company
Key Private Bank
Qualifications
Education: Bachelor of Science in Personal Financial Planning and a Minor in Business Administration from Kansas State University. Certified Financial Planner
Years of Experience: 7
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Retirement Planning, Stocks and Bonds, Mutual Funds, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 767-7824
1001 Sw Fifth Avenue Suite 2200
Portland, OR
 
Wells Fargo Advisors
(503) 220-6323
One Sw Columbia St
Portland, OR

Data Provided by:
Mr. Michael A. Smolak (RFC®), MBA
(503) 445-2626
5901 SW Macadam Avenue, Suite 135
Portland, OR
Company
Dimension Resources
Qualifications
Education: BSMEMBA
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection

Data Provided by:
Morgan Stanley
(800) 877-5501
975 Oak Street, Suite 300
Eugene, OR
 
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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