Expertise for the big picture and finer details

News   and Events

We are thankful to have in-person client events happening on a regular basis again. Please see below for upcoming events. We hope you can make it to an event soon.

Lunch Workshop – Wednesday, November 9th

Invite a friend and join us for our next client Lunch Workshop as Adam Bertapelle from JPMorgan Funds discusses his firm’s outlook on the markets and the overall economy. Lunch will be at noon on Wednesday, November 9th at Neufeldt’s Restaurant in Aumsville. Adam will discuss inflation expectations, interest rates, the global economy, midterm elections and how these factors may affect the stock and bond markets going forward. For your reference, Neufeldt’s address is 190 Main St, Aumsville, OR 97325. Please email or call the office to RSVP as space is limited. We hope you can make it!

Annual Client Appreciation BBQ – Tuesday, August 23rd

Thank you to everyone that made it to the annual barbecue. We hope you had a great time. Please join us for the annual client appreciation barbecue on Tuesday, August 23rd from 5-7 pm in the Sublimity Church Park. There will be two different food trucks, face painting for kids/grandkids and music by the Never 2 Late band. We will have some fun giveaways as well. Please feel free to invite a friend and call our office to RSVP. We hope to see you there!

2022 Client Events

  • April 18th – Wavra’s Nursery Event – Sponsored by Invesco
  • May 12th – Lunch Workshop at Trexler Farm – Sponsored by Federated Hermes
  • June 6th – Lunch Workshop at James Gang Pizza in Lebanon – Sponsored by JPMorgan Asset Management
  • August 23rd – Annual Client Appreciation BBQ featuring the “Never 2 Late” Band

2022 Holidays

The New York Stock Exchange holidays for 2022:

  • January 17th– Martin Luther King, Jr. Day
  • February 21st – Presidents' Day
  • April 15th – Good Friday
  • May 30th– Memorial Day
  • June 20th – Juneteenth National Independence Day – In Observance
  • July 4th– Independence Day
  • September 5th– Labor Day
  • November 24th– Thanksgiving Day
  • December 26th– Christmas – In Observance

Our office will be closed in observance of these holidays.