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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

Why You Need to Be Financially Resilient

Financial resilience is the ability to hold up when life throws you an inevitable financial curve. If this seems broad,...

6 mins

Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Investment, Wealth, financial literacy, savings, Financial Goals, Education, Retirement Strategy, Family & Money, Lifestyle, Retirement, Investing, Economy

Managing Withdrawals in Retirement

We face some important financial decisions over the course of our lives. One of the most challenging things is deciding...

6 mins

Retirement Education, Financial Education, financial literacy, Financial Plan, Financial Goals, Retirement Strategy, Legacy, Lifestyle

Preparing Your Finances For End of the Year

Can you believe it’s nearly winter? Before you know it, the holiday season will be over.

1 min

Personal Finance, Retirement Education, Estate Planning, savings, RMD, Retirement, Investing

4 Easy Ways to Boost Financial Confidence and Get Out of a Financial Rut

It can be challenging to determine how to get yourself out of a financial rut. You may be completely unsure...

3 mins

Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Wealth, financial literacy, Financial Goals, Education, Debt, Lifestyle, Financial Security, Retirement, Investing

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

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

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

Financial Education: Benefits and Best Practices

Financial education is an essential skill that people need to fully participate in society.

2 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Credit, financial literacy, Financial Plan, Financial Goals, Education, Lifestyle, Financial Security, Budgeting, Retirement, Investing

7 Steps to a Healthy Money Relationship

We all want to have a healthy relationship with money, free from worry and financial stress, and ideally, free from...

6 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, financial literacy, Financial Goals, Education, Money Relationship

What Every Investor Needs to Know About Risk

Risk is the greatest external threat investors face. Failure to manage risk can keep you from achieving your goals, can...

4 mins

Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, financial literacy, Financial Goals, Education

Disaster Preparedness

September is Month and with fire & hurricane season upon us, it’s important to be prepared for disasters. No one...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, financial literacy, Financial Plan, Disaster Preparedness, Financial Protection, emergency preparedness, Lifestyle, Financial Security

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

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

Interested in learning more?

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