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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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Experience

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

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Protecting Your Home Against Flood Loss

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

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

Tax Management Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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