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  • 8625 SW Cascade Avenue, Suite 240
  • Beaverton, OR 97008
  • 503.352.0188
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Trust & Integrity

Trust must be earned and integrity must be proven. At StoneRidge, we invite our clients to meet with us face-to-face, every quarter. We take our fiduciary responsibilities very, very seriously.

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Our experience includes so much more than just years in the industry. StoneRidge experience is the culmination of knowledge, expertise, and wisdom gained from our commitment and devotion to our clients.

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Our Commitment

Our mission is to carefully build a life-long partnership with each of our clients, based upon the very highest levels of integrity, loyalty, and trust.

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Helpful Content

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Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.


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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Bonds may outperform stocks one year only to have stocks rebound the next.

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Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator can help you estimate how much you may need to save for retirement.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are some smart strategies that may help you pursue your investment objectives

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Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The importance of life insurance, how it works, and how much coverage you need.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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