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1956 Meade Street
North Bend, OR 97459

St. Clair Capital Ventures

5417511818

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

 

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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