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Happy Holidays from Headwater Investments

Submitted by Headwater Investment Consulting on December 30th, 2015

All of us at Headwater Investment Consulting want to wish everyone a happy and safe New Year. We are thankful for a 2015 that brought many milestones and new exciting opportunities for our team.

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Brexit: Unrest in the European Union

Submitted by Headwater Investment Consulting on December 23rd, 2015

By Kevin Chambers

While tensions between the UK and continental Europe have been a common theme throughout history, a major debate is brewing over the possible exit of the UK from the European Union. This month's topic paper explores the history as well as the arguments for and against UK's involvement with the EU.

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Financial Gifting

Submitted by Headwater Investment Consulting on December 16th, 2015

By Kevin Chambers

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End of Year Charitable Giving

Submitted by Headwater Investment Consulting on December 9th, 2015

By Kevin Chambers

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Required Minimum Distributions

Submitted by Headwater Investment Consulting on December 2nd, 2015

By Kevin Chambers

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Updating Beneficiaries

Submitted by Headwater Investment Consulting on November 25th, 2015

By CB Mason

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Trans Pacific Partnership: the Essentials of a New Trade Agreement

Submitted by Headwater Investment Consulting on November 18th, 2015

By Kevin Chambers

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Social Security Rules Changes

Submitted by Headwater Investment Consulting on November 12th, 2015

By Kevin Chambers

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Mortgages in Retirement

Submitted by Headwater Investment Consulting on November 4th, 2015

By Kevin Chambers

Many Americans are carrying mortgage debt into retirement. Although not always a bad thing, it is another payment to worry about for those living on a fixed income. The trend in recent years is showing an increase in levels of retirees with mortgage payments. Let’s look at what that might mean.

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Investment News: Understanding what Millennials are facing

Submitted by Headwater Investment Consulting on October 29th, 2015

In this month's topic paper, Kevin explores the challenges and advantages of entering the workforce in the today's changed financial landscape. Are you or a loved one a "Millennial"? Read how those growing up in a digital age are affected by student debt, the job market, accessible online information and other factors when making retirement planning decisions.

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  • Charitable Giving (5)
  • College Savings Plans (5)
  • Community News (9)
  • Estate Planning (6)
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  • Taxes (2)
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408 SE 1st Street
McMinnville, OR
97128 USA

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