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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Tips on insuring your teen driver.
One way to find money is to examine your current spending habits and eliminate money wasters.
At what point can you call a personal vehicle commercial?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Ascertaining the value of your business is important for a variety of reasons.
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, covering how bond laddering works.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.