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Housing Market Booming: Bubble or Sustainable?

Submitted by Headwater Investment Consulting on October 3rd, 2019

In preparations for this month's Newberg Perk, connecting local small business owners over a cup of coffee to hear about Commercial and Residential Real Estate Trends, read the Tags:

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Tariffs: Historical Perspective and the Effects on your Investments

Submitted by Headwater Investment Consulting on September 10th, 2019

For the last three years, tariffs have been in the news regularly. They are a vital component of the Trump administration’s trade strategy.

Tags:
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Annual Notification from Fidelity Investments

Submitted by Headwater Investment Consulting on September 9th, 2019

It's that time again. As part of Fidelity’s money movement process controls, you may receive a notification from Fidelity the week of September 10th. The Annual AMA Notification lists who has Asset Movement Authority on the account – you will see our firm listed here.

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Strong Dollar or Weak Dollar

Submitted by Headwater Investment Consulting on August 14th, 2019

By Kevin Chambers

The White House has declared China is a “currency manipulator.” Although this declaration is mostly a symbolic gesture or a tactic in the ongoing trade war, it brings up some interesting implications surrounding the relative value of currencies.

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Cutting Interest Rates

Submitted by Headwater Investment Consulting on August 7th, 2019

By Kevin Chambers

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The Yield Curve Has Inverted

Submitted by Headwater Investment Consulting on July 23rd, 2019

By Kevin Chambers
 

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Hawks vs. Doves

Submitted by Headwater Investment Consulting on June 27th, 2019

By Kevin Chambers

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A Month To Celebrate: Where are our interns now?

Submitted by Headwater Investment Consulting on May 30th, 2019

As we celebrate the 15th anniversary of @Headwater this month, let’s look to see where some of our past interns have landed.

Tyler Kaluza  Tyler Kaluza

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A Month To Celebrate: Janet Sasaki

Submitted by Headwater Investment Consulting on May 28th, 2019

As we celebrate our 15 years serving the wealth management needs of individuals, families, and non-profits, we are excited to announce that we are expanding our team. Please welcome Janet Sasaki, who will be joining the Headwater Investments team July 1st as our newly created Client Relationship Associate.

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A Month To Celebrate: More about Kevin Chambers

Submitted by Headwater Investment Consulting on May 23rd, 2019

Kevin has a passion for working with non-profit organizations. He is a board member for the McMinnville Noon Rotary Club and Community Home Builders and is an active member in the McMinnville Chamber of Commerce, sitting on their Government Affairs Council. He also is a member of the McMinnville School District Citizen Oversight Committee.

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Categories

  • Charitable Giving (1)
  • Community News (8)
  • Firm News (9)
  • In the Media (2)
  • Newberg Perk (2)
  • Topic Paper (24)

Headwater Investment Consulting

408 SE 1st Street
McMinnville, OR
97128 USA

503-565-2100

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