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Stangier Wealth Management

12550 SE 93rd Ave, Suite 340
Clackamas, OR 97015

Portland: (503) 257-0057
Toll Free: (877) 257-0057

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Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and in turn you have to pay even more taxes on your investments.

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Understanding Types of Investment Return

Investment returns come in several forms. The terminology of returns can be confusing to new and seasoned investors alike. Understanding...

3 mins

Business, tax, Capital Gains, Dividends, Investment Return, Financial Terms, Investing terms, financial literacy, Capitalism, Investment, Taxes, Financial Education, Retirement Education, Personal Finance, Investing

A Quick Primer on Important Estate Documents

1 min

Money, Investing terms, estate documents

Common Investing Questions -Definitions

You aren’t learning if you are not asking questions. We have found most people are afraid to ask us common...

1 min

Money, Retirement Planning, Wealth, Financial Terms, Hedge Fund, ETF, mutual fund, Investing terms, financial literacy, Investment, Financial Education, Retirement Education, Personal Finance, Financial Security, Budgeting, Retirement, Investing, Economy

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

Retirement Education, Financial Plan, financial literacy, Small Business, Wealth, Investment, Taxes, Financial Education, Personal Finance, Financial Planning, Money, Retirement Planning, Financial Goals, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

financial literacy, Investing terms, Financial Goals, Financial Plan, Small Business, Wealth, Investment, Taxes, Financial Education, Personal Finance, Financial Planning, Retirement Education, Money, Retirement Planning, Financial Security, Budgeting, Retirement, Investing, Economy

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Budget, Investment, Wealth, savings, Women and Finance, Financial Plan, Investing terms, Financial Security, Retirement, Investing

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Budget, Investment, Wealth, savings, Women and Finance, Financial Plan, Investing terms, Financial Security, Retirement, Investing

Common Investing Questions

As a financial coaching firm, our goal is to be a source of information for all our clients. In our...

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Investment, Investing terms, Retirement, Investing

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