Broker Check

In the News

Let’s Talk Money - Disciplined Investing, Four Retirement Savings Truths, Prepare for Almost Anything, Have Travel – Save Money, Put it in Writing

May/June 2018

Let's Talk Money


Let’s Talk Money – Reduce Your Taxes, The Social Security Numbers Game, Buy or Rent, College Tax Breaks, Teach Your Kids

March/April 2018

Let's Talk Money


Diamond Team Joins OnMark Asset Management

(Lake Oswego, OR) - March 29, 2018   OnMark Asset Management, a boutique investment management and financial planning firm, is delighted to announce that W. Grant Diamond and Cassie Diamond are now affiliated with OnMark Asset Management, LLC.

Diamond Team - Read More


Let’s Talk Money – Build a Bigger Retirement Fund, One Piece of the Puzzle, Healthy Financial Habits

January/February 2018

Let's Talk Money



Financial Planner, Justin M. Sumner, CFS, RFC, Joins OnMark Asset Management

(Lake Oswego, OR) - December 5, 2017 OnMark Asset Management, a boutique investment management and financial planning firm, proudly announces that Justin M. Sumner, CFS, RFC, is now affiliated with OnMark Asset Management, LLC.

Justin Sumner Read More


Let's Talk Money - A Life Time of Goals, Spending Less on Your Getaway and Dorm Room Dos and Don’ts

July/August 2017

Lets Talk Money



Let’s Talk Money – Investing for the Years Ahead & Up We Go

May/June 2017

Let’s Talk Money

 

Damon S. Winter Earns FSCP Designation from The American College of Financial Services

{Lake Oswego, OR} – March 31, 2017 – Damon S Winter of OnMark Asset Management, LLC has earned the Financial Services Certified Professional {FSCP®} designation from the American College of Financial Services, located in Bryn Mawr, Pennsylvania. The FSCP® program provides...

Click Here for the Full Press Release 

 

Local Financial Advisor Becomes a Member of the Financial Services Institute

(Lake Oswego, OR) – June 22, 2015 - Local financial advisor Damon Winter, of OnMark Asset Management, LLC, today…

Read the Full Press Release Here

 

Financial Beginnings Receives $4,000 Grant from Million Dollar Round Table Foundation

(Portland, OR) – May 11, 2015 – Financial Beginnings, a Portland-based nonprofit that provides no-cost financial education to youth and adults in Oregon and Washington, has been awarded a $4,000 grant by the Million Dollar Round Table Foundation. The grant will help educate about…

For the Entire Press Release Click Here

 

Banking on the Future of Youth

By Fiona Odumosu-Watkins  

Round the Table   September/October 2010

Balancing a checkbook, managing a household budget, understanding the credit scoring system and diversifying investments are basic skills that promote financial security. But for thousands of youth from underserved communities, learning these skills is often overlooked, leaving them vulnerable to the cycle of poverty. Operation Hope, a nonprofit financial empowerment organization based in Los Angeles, California, is committed to…

Full Banking on the Future of Youth Article