How to Protect Your Wealth in a Volatile Market

How to Protect Your Wealth in a Volatile Market

By Craig Childress, CFP® Author of Practically Investing: Smart Investment Techniques Your Neighbor Doesn’t Know, Coreen T. Sol said, “Volatility in the up direction is not a problem—it’s only downward volatility that offers discourse.”  Unfortunately, that downward...
Who We Serve and What We Do Best

Who We Serve and What We Do Best

By Craig Childress, CFP® Does it seem like things in our world are becoming increasingly uncertain? Everywhere we turn things keep changing; the state of the economy, political unrest, the housing market, and even the weather are unpredictable. This uncertainty can...
Why I Became a Financial Advisor

Why I Became a Financial Advisor

By Craig Childress, CFP® Life is full of unexpected twists and turns. That’s what makes it interesting, right? Often we think the path we are on is the right one, but there may be something better for us. This is important to keep in mind when we get thrown off course...

Organizing Your Life Files

  Take the first step in managing your financial future. Set up a free, no-obligation exploratory meeting today. Schedule a 15-Min Call An initial 15-minute conversation will help us get to know you and your needs. It will also help determine if we are a good match to...
Social Security Webinar Transcript

Social Security Webinar Transcript

Social Security Webinar Transcript This transcript is taken from the Wednesday, October 27, 2021 Social Security Webinar put on by Oswego Wealth Advisors. Today we will address 9 things you need to know in order to make the most of Social Security benefits for your...
Fraud Awareness Webinar

Fraud Awareness Webinar

On Tuesday, February 23, Oswego Wealth Advisors hosted a webinar featuring Ellen Klem, Director of Consumer Outreach and Education at the Oregon Department of Justice, to review new trends and tools used by scammers and help stop the fraud before it starts.   Download...