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Words of Advice for Parents (and Grandparents)

Submitted by Headwater Investment Consulting on May 13th, 2021

By CB Mason

Tags:
  • College Savings Plans
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Streamline Your Charitable Giving

Submitted by Headwater Investment Consulting on April 15th, 2021

by CB Mason

Tags:
  • Charitable Giving
  • Taxes
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Pardon our Dust!

Submitted by Headwater Investment Consulting on March 26th, 2021

By CB Mason

Exciting things are happening at Headwater Investments! Besides preparing your quarter-end account statements, we are preparing to hire another full-time employee! First step? Re-configure our workstations. Thanks to Dave Ryan of Milestone General Contracting for making the remodel run so smoothly. 

Tags:
  • Firm News
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Welcome to our "New Normal"

Submitted by Headwater Investment Consulting on March 11th, 2021

By CB Mason

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Five Things to Keep Moving Strong in 2021

Submitted by Headwater Investment Consulting on February 11th, 2021

By CB Mason

Now that we have made it through January, here are five things to do to keep you moving strong in the new year:

Tags:
  • Charitable Giving
  • In the Media
  • Taxes
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Welcome, 2021!

Submitted by Headwater Investment Consulting on January 15th, 2021

By CB Mason

Tags:
  • Firm News
  • In the Media
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You can be an official Friend of the McMinnville Library too!

Submitted by Headwater Investment Consulting on September 2nd, 2020

By CB Mason

Tags:
  • Community News
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Supporting More Than Just Hillside Residents

Submitted by Headwater Investment Consulting on August 26th, 2020

By CB Mason

Tags:
  • Community News
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Every Child Has the Right to be Safe

Submitted by Headwater Investment Consulting on August 19th, 2020

By CB Mason

Tags:
  • Community News
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Improving the Lives of Cats and Dogs (and Their Adopted Humans)

Submitted by Headwater Investment Consulting on August 12th, 2020

By CB Mason

Tags:
  • Community News
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Categories

  • Charitable Giving (5)
  • College Savings Plans (5)
  • Community News (9)
  • Estate Planning (6)
  • Firm News (11)
  • In the Media (3)
  • Newberg Perk (2)
  • Retirement (2)
  • Retirement Planning (6)
  • Taxes (2)
  • Topic Paper (24)

Headwater Investment Consulting

408 SE 1st Street
McMinnville, OR
97128 USA

503-565-2100

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