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News & Announcements

  1. Does High-Speed Trading Affect Your Retirement?

    April 9, 2014Unless 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, 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.

  2. New Ruling on IRA Rollovers

    March 25, 2014After 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.

  3. One Down, Five to Go

    March 21, 2014Have 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.

  4. Breathe Life into Your Estate Plan with Something More Valuable Than Your Assets: Why Consider an Ethical Will

    February 21, 2014Ever 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.

  5. Why Pre-Retirement Planning is More Essential Than Ever

    February 19, 2014Curious 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.

  6. Why CNNMoney, The H Group Portland Agree: Don’t Put It Off—Start Saving Now For Retirement

    February 19, 2014Have 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.

  7. Tips for Teaching Kids about Money, from The H Group Portland

    February 17, 2014Concerned 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

  1. Weekly Review - April 14, 2013

    April 14, 2014

  2. Weekly Review - April 4, 2013

    April 4, 2014

  3. Weekly Review - March 31, 2013

    March 31, 2014

  4. Weekly Review - March 24, 2013

    March 24, 2014

  5. Fed Note

    March 21, 2014

  6. Weekly Review - March 17, 2013

    March 17, 2014

  7. Weekly Review - March 11, 2013

    March 11, 2014

  8. Question of the Week - What's going on with Bitcoin?

    March 3, 2014

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.
3395 SW Garden View Ave, Portland OR 97225 | Phone: (503) 292-5853