Skip to content
envelope
  • T: 503.534.0398
  • F: 503.352.5906
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Jason Newnham
    • Natalie Reed
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Families and Individuals
    • Retirees
    • Sudden Wealth
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Business Planning
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Client Access Videos
    • Insights and Commentary
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Perspectives Wealth
    1750 Blankenship Rd Ste 210 West Linn, OR 97068 T: 503.534.0398 F: 503.352.5906
    Map and Directions Map and Directions
Perspectives Wealth logoPerspectives Wealth logo
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
    • Investing
  • Media
    • Article
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Read
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow y...
Markets & Investing
Read
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buy...
Retirement & Longevity
Always here for you
Perspectives Wealth logoPerspectives Wealth logo
  • 1750 Blankenship Rd Ste 210 West Linn, OR 97068
  • T 503.534.0398
  • F 503.352.5906
  • Map & Directions
  • Map & Directions
envelope

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.. Perspectives Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use