As Featured In...
Congressional Conference With Capitol Hill Meetings Attended By OnMark Asset Management Advisor, Damon Winter In Washington DC
May 19-20, 2025 – NAIFA (National Association of Insurance & Financial Advisors) members from all over the country descended upon Washington DC to attend the 2025 Congressional Conference. These members gave of their time and talent to advocate for their clients, communities and businesses. They heard from experts and national leaders on how to meet with members of Congress on Capitol Hill and advocate for tax policies that benefit clients.
Kroeger Awarded the Registered Financial Consultant (RFC®) Professional Designation
February 2025 - The coveted RFC designation is presented to financial consultants who meet the following criteria: Education, Experience, Ethics, Financial Licensure, Business Integrity, and Continuing Professional Education. A Registered Financial Consultant must maintain very high professional and ethical standards, plus certify the completion of a minimum of 40 hours of relevant continuing education every two years.
Benefits Pro Article Considers if "Americans know their financial options, but aren’t using them: Can employers, advisors have impact?" - Damon S. Winter Adds Thought-Provoking Commentary.
By Lynn Cavanaugh - ALM | Benefits Pro, January 28th, 2025 - “The American worker feels strapped with the rise of expenses in general,” said Damon Winter, MDRT member and co-founder of OnMark Asset Management. “Add in the often-poor perception that they can just put off financial decisions to a later day, and the result is reduced employee participation.”
Certified Income Specialist (CIS™ ) Designation Awarded to OnMark Asset Management Advisor
December 3, 2024 – The Institute of Business & Finance (IBF) recently awarded Damon Winter with one of the only nationally recognized retirement designations, CIS™ (Certified Income Specialist™ ). This graduate-level designation is conferred upon candidates who complete a one-year educational program focused on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, stretch IRAs, and reverse mortgages.
Social Security Knowledge is Examined by Damon S. Winter in the Interesting Article Titled "How much do Americans really know about Social Security?"
By Ayo Mseka - Advisor News, September 17th, 2024 - 'Another MDRT member, Damon Winter, also frequently encounters lack of knowledge among his clients, but to varying degrees. “The biggest misconceptions I encounter are about when retirees should begin drawing Social Security benefits, as people tend to make this decision emotionally instead of mathematically.'
Discussing Longevity Risk, Damon S. Winter's Comments Are Featured in the Article "Many Americans hope to live to 100, but are their retirement plans up to the challenge?"
By Ayo Mseka - Advisor News, May 27th, 2024 - 'Winter also said that countless financial professionals have advocated that their clients employ the use of annuities as part of their overall financial plan. As he explained, annuities can provide a guaranteed lifetime income. Therefore, if clients were to live well into their 90s and beyond, they would still be receiving income. Annuities can be a great tool to counter longevity risk.'
Winter Again Achieves Prestigious Top of the Table MDRT Qualification
February 8th, 2024 — Damon S. Winter of local OnMark Asset Management in Lake Oswego, Oregon has qualified for Top of the Table, a coveted milestone achievement for their membership in the MDRT organization.
Article by Damon S. Winter About End of Year Best Practices for Advisors "Boxes to Check: Best Practices for Wrapping up the Year"
By Damon S. Winter - Independent Agent Magazine, December 2023 - "December provides ample time for advisers to set up review meetings with staff and engage in self-evaluation. By taking advantage of this opening in your calendar, advisers can set themselves up for a successful 2024."
OnMark Advisor is Awarded the Certified Estate and Trust Specialist (CES™) Designation.
December 13, 2022 - The Institute of Business & Finance (IBF) recently awarded Damon S. Winter with the estate planning designation, CES™ (Certified Estate and Trust Specialist™). This graduate-level designation is conferred upon candidates who complete an educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and more.
Wall Street Journal - "Damon S. Winter's Comments are Featured in the Article: What Does Liability Insurance Cover?"
Wall Street Journal, September 15, 2022 - Risk-Management Remarks Provided by Top Of the Table MDRT Member Damon S. Winter appear in the Award-Winning Wall Street Journal (WSJ) article written by Tanza Loudenback – Winter Says, It Comes Down To One Question: “What Do You Have To Lose? That’s Really A Big Factor”
"Why Your Clients Should Consider Umbrella Insurance: Risk Can Take Many Forms" - Article Written by
Damon S. Winter
By Damon S. Winter - Think Advisor, August 19, 2022 - "As financial advisors, we’re used to helping clients with many kinds of insurance, including life, disability, long-term care and even health insurance with tools like health savings accounts. But our clients also have property and casualty insurance policies, such as auto, homeowners, renters, condo and more."
"Damon S. Winter is Quoted in Forbes Regarding Interest Rates and the Economy"
Forbes, June 29, 2022 - “If we have an unexpected event that shocks the economy into a serious slowdown, we could see demand fall, which may then lead the Fed to stop increasing rates,” says Damon Winter, a financial planner at OnMark Asset Management. “It’s even possible they could reverse course and reduce rates to bring the economy out of a recessionary period.”
Winter Achieves Prestigious Top of the Table MDRT Qualification
March 1, 2022 — Damon S. Winter of local OnMark Asset Management in Lake Oswego, OR has qualified for Top of the Table, a coveted milestone achievement for membership in the MDRT. Winter’s membership equips him with tools and resources to better serve the local community.
"Emergency Funds & Home Warranties: Three-tier Emergency Preparation for Clients"
By Damon S. Winter - The Independent - "Don’t let your clients fall victim to the trap of nonexistent or insufficient warranties on their expensive appliances and home systems leaving them vulnerable to unwise financial decisions. Along with home warranties, the three-tier contingency plan keeps your clients’ retirement funds untouched, and their assets protected."
Winter Achieves Prestigious Court of the Table MDRT Qualification
April 5, 2021 — Damon Winter of OnMark Asset Management in Lake Oswego, OR has qualified for Court of the Table, a coveted milestone achievement for their membership in the MDRT organization. Damon Winter’s membership equips him with tools and resources to better serve his local community.
"5-Minute Finance Rising Interest in Faith-based Investing"
By Damon S. Winter - Advisor News, November 22, 2019 - A long-standing rule of good investing is diversification – the more spread out your money is, the better off you could be*. A new societal consensus has spurred a shift from that rule: now, the places you put your money reflect your values and the kind of person you are."
Financial Beginnings Oregon Receives Grant from MDRT to Reach Low-Income Communities in Oregon
April 2019 - Damon S. Winter sponsors Financial Beginnings Oregon's application, a Portland-based nonprofit organization, was awarded a $4,000 grant by the Million Dollar Round Table (MDRT) Foundation. Funds from MDRT will help the organization provide their Financial Foundations program to low-income students at no cost.
Damon S. Winter has Qualified for Court of the Table of the Million Dollar Round Table
February 28, 2019 - Damon S. Winter of Lake Oswego, OR has qualified for Court of the Million Dollar Round Table - (MDRT) Damon S. Winter in a 12-year MDRT member and 1-year Court of the Table qualifier.
Financial Planner, Travis J. Kroeger Joins OnMark Asset Management
June 15, 2018 - OnMark Asset Management, a boutique investment management and financial planning firm, is pleased to announce that Travis J. Kroeger is now affiliated with OnMark Asset Management, LLC.
Diamond Team Joins OnMark Asset Management
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.
Financial Planner, Justin M. Sumner, CFS, RFC, Joins OnMark Asset Management
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.
Damon S. Winter Earns FSCP Designation from The American College of Financial Services
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...
Local Financial Advisor Becomes a Member of the Financial Services Institute
June 22, 2015 - Local financial advisor Damon Winter, of OnMark Asset Management, LLC, today announced he has become a member of the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members.
"Banking on the Future of Youth"
By Fiona Odumosu-Watkins - Round the Table, September/October 2010 - "When I found out that financial literacy was not being taught in
schools, I decided that I had to get involved [with Operation HOPE],” explained Winter. Although he was initially hesitant about the time commitment of volunteering, he quickly learned that he could choose the one-hour classroom presentations available in accordance with his own schedule."