Skip to content
Bend Wealth Advisors logoBend Wealth Advisors logo
  • Home
  • About Us
    • About Us
    • Stuart Malakoff
    • Robert Reininger III
    • Awbrey Swanson
    • Jessica Shofstall
    • Emily Baird
    • Cinnamon Chaney
    • Margaret "Maggie" Thatcher
    • Working with a CFP
  • Our Approach
  • Who We Serve
    • Who We Serve
    • Families & Individuals
    • Business Owners
    • Corporate Executives
    • Retirees
    • Women Investors
    • Divorce Planning
  • Community
  • Blog
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Bend Wealth Advisors
    523 NW Colorado Ave. Suite 100 Bend, OR 97703 T: 541.306.4324 F: 541.588.5609
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Business Owners
  • Media
    • Article
    • Calculator
    • Infographic
    • Newsletter
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
Read
Read
The ins and outs of nonqualified deferred compensation
A versatile tool that can help enhance the benefits package you offer your employees.
Business Ownership
Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
The many business benefits of participating in charity
How to involve your employees and customers in the process.
Estate & Giving
Read
Reduce risk in your hiring process by reimagining it
Overcome the limitations of interviews and strengthen your support of new hires.
Business Ownership
Read
Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Read
Unlock the full potential of profit sharing
Determining the ideal profit sharing design for your organization.
Business Ownership
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Succession planning at all stages
It turns out that no matter what stage of business you are at, it’s never too early to think about succession planning.
Business Ownership
Technology is changing the way you market your business
We’ve rounded up some innovations for you to consider for your business.
Technology & Innovation
envelope

Planning for your future Talk with us today

Bend Wealth Advisors logoBend Wealth Advisors logo
  • Bend Wealth Advisors
  • Bend Wealth Advisors: 523 NW Colorado Ave. Suite 100 Bend, OR 97703
  • T: 541.306.4324
  • F: 541.588.5609
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Bend Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use