Guidance 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 check back soon for more information on the following, upcoming events. We hope you can make it to an event soon.
Fall Lunch and/or Breakfast Events - Soon
We are in the process of planning some fall lunch and/or breakfast events. Please check back soon for more information. Have a great fall.
Annual Client Appreciation BBQ – Monday, July 31st
Thank you to everyone that joined us for this event. We hope you had a great time! Join us for the Annual Client Appreciation Barbecue on Monday, July 31st from 5:30- 7:30 pm at the Sublimity Church Park located at 375 E Main St. in Sublimity by the grade school. We will have catered food, face painting for kids, and live music by the Never 2 Late Band. There will be plenty of great food to go around so please feel free to bring a friend or two. There is also a playground for your younger loved ones. This is just one way for us to thank you for your business and the trust you place in us. Please RSVP as soon as possible by calling our office at 503-769-7017. We hope to see you there!
Gardening Event at Wavra’s Nursery – May 24th
Thanks to all that were able to make it to the nursery event. We hope you found something you liked. Our annual Gardening Event at Wavra's Nursery will take place on Thursday, April 27th at 6 pm. Come enjoy a demonstration, some snacks and discount on flowers for your yard or Mother's Day Gifts thanks to our sponsor Tim McQueen, Director/Wealth Advisory Solutions with Principal Asset Management. Wavra's Nursery is located at 7882 Jordan St SE in Salem. Please RSVP by April 25th by calling our office at 503-769-7017. Feel free to bring a friend as well. Looking forward to seeing you!
Since Wavra’s is open to the public, no presales can be honored prior to the event. They are closing at 6 pm for our event.
*Raymond James is not affiliated with and does not endorse the opinions or services of Wavra's Nursery, Tim McQueen, or Principal.
Easter Egg Hunt – April 1st at St. Mary in Stayton
Thanks for all that made it to the hunt. We hope your younger loved ones had a great time. It's that time of year again...our Annual Easter Egg Hunt. We missed a few years due to the Covid Virus but we are back at it. This year it is being held on Saturday, April 1st at 10 am at the St. Mary Grade School Play Area. Please feel free to bring your children, grandchildren, friends, and other family member's children who may enjoy attending. The only thing we ask is you RSVP as soon as you can, so we make sure we have enough for all. Please respond with names and ages of each of the children attending ASAP.
Lunch Workshop – March 22nd in Lebanon
Thanks to everyone that joined us. As always, let us know if you have any questions. Invite a friend and join us for a lunch presentation in Lebanon. Lunch will be at noon on Thursday, March 23rd at the MBVA Building located at 550 S. Main St, Lebanon, Oregon. Our presenter, Casey Miller - Advisor Consultant with Hartford Funds - will share Hartford’s current market and economic outlook. Hartford Funds is a reputable, global asset manager so this is a great opportunity to hear their take on the Fed, interest rate hikes, inflation and what they believe is next for the economy and the stock and bond markets. Please RSVP by emailing firstname.lastname@example.org or calling our office at 503-769-7017 as space is limited. We hope you can make it.
*Raymond James is not affiliated with and does not endorse the opinions or services of Casey Miller or Hartford Funds.
Lunch Workshop – March 2nd at Trexler Farm
Thanks to everyone that made it to lunch. We hope you enjoyed the discussion. Invite a friend and join us for our first client luncheon of the year. Lunch will be at noon this Thursday, March 2nd at Trexler Farms located at 20146 Ferry Rd SE, Stayton. Our presenter, Stephanie Pack - Regional Investment Consultant with T. Rowe Price, will give us a 2023 market and economic outlook. T. Rowe Price is one of the leading, global asset managers so this is a great opportunity to hear their take on the Fed, interest rate hikes, inflation and what they believe is next for the economy and the stock and bond markets. Please let us know if you plan on attending or call to RSVP as space is limited. Sharlene is sure to have an amazing spread for lunch. We hope you can make it.
*Raymond James is not affiliated with and does not endorse the opinions or services of Stephanie Pack or T. Rowe Price.
- March 2nd – Lunch Workshop at Trexler Farm – Sponsored by T. Rowe Price
- March 22nd – Lunch Workshop in Lebanon – Sponsored by Hartford Funds
- April 1st – Easter Egg Hunt at St. Mary Catholic School
- May 24th – Annual Gardening Event at Wavra’s Nursery
- July 31st – Annual Client Appreciation BBQ - Featuring the Never 2 Late Band
The New York Stock Exchange holidays for 2023:
- January 2nd – Observance of New Year’s Day
- January 16th– Martin Luther King, Jr. Day
- February 20th – Presidents' Day
- April 7th – Good Friday
- May 29th– Memorial Day
- June 19th – Juneteenth National Independence Day
- July 4th– Independence Day
- September 4th– Labor Day
- November 23rd– Thanksgiving Day
- December 25th– Christmas
Stock and bond markets as well as our office will be closed in observance of these holidays.