10200 SW Greenburg Road, Suite 300 Lincoln Center Bldg. #5 Portland, OR 97223-5534

503.446.5003
rob@columbiaassociates.com
Client Login
Columbia Associates Wealth Management Group Home
Columbia Associates Wealth Management Group Home
  • Home
  • Portland Team
  • Vancouver Team
  • About
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Calculators
    • Glossary
  • Contact
Client Login

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Contact

Office: 503.208.7440

rob@columbiaassociates.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor.  Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.  PKS and Concurrent Investment Advisors, LLC d/b/a Columbia Associates Wealth Management Group are not affiliated companies. 

Disclosures | Form CRS