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News & Announcements
Flash Boys—a Wall Street Revolt. It’ has created quite a conversation about high-speed trading that gives some traders a few milliseconds of advantage over traditional trading, perhaps pennies per share. This can add up for some serious institutional traders and investment banks who trade frequently.Unless you don’t watch television news, Sunday morning talk shows, late-night comedy shows, or read book reviews or online news pages you might have missed the big coverage about Michael Lewis’s new book,
After a recent tax court case, the number of times a person can withdraw and re-deposit funds with no taxes or penalties due has changed. This article explains the details.
Have you ever wanted to know what it takes to be a CERITIFIED FINANCIAL PLANNER™? Take an inside peek at the process as we congratulate Brenna Baucum on completing the first of six certification modules.
Breathe Life into Your Estate Plan with Something More Valuable Than Your Assets: Why Consider an Ethical Will
Ever considered an ethical will as part of your estate plan? Mike Somers, CFP® with The H Group Portland office, offers clarification on the benefits of creating this unique supplement to a traditional will.
Curious about why you should start saving for retirement today? Dale Hadley, CFP® with The H Group Portland office, provides his thoughts on how to transition from working and saving into retirement.
Have you been putting off contributing to your retirement nest egg, but not sure where to begin? Chryle Pinkerton, CFP® with The H Group Boise office, provides 4 straightforward steps you can take, starting today.
Concerned with rapidly increasing college costs plus low financial literacy in young adults today? Mary Way, CFP® with The H Group Salem office, shares 5 ways you can help your kids form good financial habits.
Recent Blog Entries
Welcome to The H Group, Inc. - Portland, Salem, Boise, and Sacramento
The H Group, Inc. is one of the largest independent fee-only wealth management and planning firm with offices in Portland OR, Salem OR, Boise ID and Chico, CA and Folsom, CA. Our employees and credentialed advisors are among the most experienced in the industry. We are a group of independent advisors who collaborate with one another and share the extensive common resources of the firm.
Our clients are busy people who want to simplify their lives. They recognize the value of their time - and of our expertise. They prefer to spend their time enjoying life and focusing on their families and careers, rather than trying to sort through the myriad of complexities in the increasingly difficult world of personal finance. By educating and empowering our clients, we seek to build a deep level of trust and rapport.
What makes us different?
Our planning approach and high standards. We strive first to understand your needs, then create a plan that works toward achieving your goals. We put your investment advisory and wealth management needs into the context of your big picture. Ongoing planning and advice are included in your portfolio management engagement.
What can you expect when working with an advisor affiliated with The H Group, Inc.?We all have slightly different styles. But no matter whom you work with, you can depend upon your advisor for the highest in ethical standards, competence, client service, and professionalism. Not just from us, but also from the firm's professionals and administrative team that support us.
Please explore this site for additional information and insights about our firm and the clients we serve. We welcome your telephone call or email should you desire additional information or wish to speak personally with one of our advisors.