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Asset Protection: 5 Things You Probably Haven't Considered

Submitted by Dougall Conradie LLC and Wealth Advisors NW on February 1st, 2018

Business owners who have acquired a lot of personal assets face the possibility of having their assets targeted by creditors who want to resolve a business liability. This is especially true in the case of a business owner who guarantees a debt of the business with his personal assets.

Tags:
  • asset
  • asset protection
  • business
  • liability
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The Tricky Truth of Inheritance in the 21st Century

Submitted by Dougall Conradie LLC and Wealth Advisors NW on January 2nd, 2018

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

Tags:
  • financial planning
  • inheritance
  • taxes
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5 Ways to Make Your Budget Go Further

Submitted by Dougall Conradie LLC and Wealth Advisors NW on November 30th, 2017

I don’t know about you, but for me every paycheck is like a mini Christmas that ends nearly immediately when reality sets in. Bills, rent and saving for retirement makes every payday a budgeting reality. So in these times, it’s important to take some relatively easy steps to stretch your budget.

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  • financial planning
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Year End Tax Planning Begins Now

Submitted by Dougall Conradie LLC and Wealth Advisors NW on November 1st, 2017

Year-End Tax Planning Begins Now

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  • finance
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How To Hit Your Savings Goals

Submitted by Dougall Conradie LLC and Wealth Advisors NW on October 1st, 2017

Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track. But how do you ensure your financial goals become reality in your lifetime?

Tags:
  • finance
  • financial planning
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Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Submitted by Dougall Conradie LLC and Wealth Advisors NW on August 31st, 2017

6 organization tips taxes.jpg

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How Political Climates Affect the Financial Markets

Submitted by Dougall Conradie LLC and Wealth Advisors NW on August 17th, 2017

If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?

Tags:
  • markets
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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by Dougall Conradie LLC and Wealth Advisors NW on January 4th, 2017

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

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  •  Dougall Conradie LLC: 971-249-9920
  •  Wealth Advisors NW: 971-249-9930
  •  Fax: 5032556186
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Wealth Advisors Northwest LLC (“RIA Firm”) is a registered investment adviser located in Portland, Oregon. Wealth Advisors Northwest LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Wealth Advisors Northwest LLC web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealth Advisors Northwest LLC web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealth Advisors Northwest LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealth Advisors Northwest LLC, please contact the state securities regulators for those states in which Wealth Advisors Northwest LLC maintains a registration filing. A copy of Wealth Advisors Northwest LLC current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website –www.adviserinfo.sec.gov or from Wealth Advisors Northwest LLC upon written request. Wealth Advisors Northwest LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealth Advisors Northwest LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Wealth Advisors Northwest LLC is Registered Investment Advisor in the states of California, Oregon and Washington. Dougall Conradie LLC is a Certified Public Accountant. Wealth Advisors Northwest LLC and Dougall Conradie LLC share common ownership. Dougall Conradie LLC provides tax and accounting related services to clients of Wealth Advisors Northwest LLC. 

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