Skip to main content

Phone: 503-565-2100    

Headwater Investment Consulting

  • Home
  • Team
  • Blog
  • Contact
  • Client Center

    You are here

  1. Home
  2. Blog

Blog

Annual Notification from Fidelity Investments

Submitted by Headwater Investment Consulting on August 10th, 2016

By CB Mason

  • Read more

Major Market Indexes

Submitted by Headwater Investment Consulting on August 3rd, 2016

By Kevin Chambers

  • Read more

International Markets

Submitted by Headwater Investment Consulting on July 27th, 2016

By Kevin Chambers

Tags:
  • Topic Paper
  • Read more

The Style Map

Submitted by Headwater Investment Consulting on July 20th, 2016

By Kevin Chambers

Equity (stock) mutual funds are classified most often using a tool called a style map. A style map shows the type of companies and the size of companies in which a mutual fund invests. This style map (shown above) is a tool that Headwater Investments uses to determine the composition and relative risk of equity mutual funds.

  • Read more

Stock Basics

Submitted by Headwater Investment Consulting on July 13th, 2016

By Kevin Chambers

Stocks are probably the best known and most widely used investment instrument. Even though millions of Americans own stocks, and everyone hears about the stock market almost every day, many people still don’t fully understand what they are or how they work.

  • Read more

Home Ownership – Not just Millennials Fault

Submitted by Headwater Investment Consulting on July 6th, 2016

Home Ownership – Not just Millennials Fault

By Kevin Chambers

  • Read more

Brexit - Update

Submitted by Headwater Investment Consulting on June 24th, 2016

By Kevin Chambers

  • Read more

The Federal Reserve

Submitted by Headwater Investment Consulting on June 22nd, 2016

By Kevin Chambers

  • Read more

Bonds: A Long-Term View

Submitted by Headwater Investment Consulting on June 15th, 2016

By Kevin Chambers

Tags:
  • Topic Paper
  • Read more

What is the difference between Goog and Googl?

Submitted by Headwater Investment Consulting on June 8th, 2016

By Kevin Chambers

Some companies have different shares of their stock. As an example, Google (Alphabet) has three different shares: A, B, and C.  To understand why a company may do this, we need to think about the basics of stocks.

  • Read more
  • « first
  • ‹ previous
  • …
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • next ›
  • last »

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

Contact

Ready to get started?
Great, let's talk.

Subscribe

Subscribe to our newsletter and get exclusive news straight to your inbox!

Client Center

 

Headwater Investment Consulting respects your privacy and personal information.  We never provide your personal information to third parties, and never abuse the privilege you have given us to send you our Investment News.  If you have any questions or concerns, please contact us at info@headwater-ic.com or call our office at 503-565-2100.

Disclaimer

   

© 2025 Headwater Investment Consulting. All rights reserved.

Website Design For Financial Services Professionals