Broad River - Portland, OR

11850 SW 67th Avenue #100, Portland, OR 97223

(503) 207-4550

From Boats to Brokers: A History of the Stock Market Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market

Helping Individuals

We can help take some of the mystery out of preparing for your financial future.

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Business Planning

We offer insight and information for employers and employees.

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Understanding Today's Financial Environment

Welcome, we're Broad River, a financial organization in Portland, OR. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Helpful Content

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”


Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Debt Stress

There’s a link between debt and stress.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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