In the News
Let's Talk Money - Investing in the Midst of Volatility, When Investing Strategies Differ, Exploring Fixed Income, Traditional But Not Deductible, Do You Need A Trust?
May/June 2023
Let's Talk Money - Investing for Income, Targeting Seniors, Is a New Employer in Your Future? Managing Finances After a Divorce, Post-divorce Checklist, Financial Tips for 2023
March/April 2023
Let's Talk Money - Investing for Income, Steer Clear of Money-wasting Traps, Budgeting During Uncertain Times, Make Your Mortgage Easier to Live With, Power Serges: Are You Protected? - Top Reasons for Power Outage Increases, Are your Finances Ready for the New Year?
January/February 2023
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.
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Let's Talk Money - Make Key Financial Moves Before Year's End, End of Year Tax Moves, Give to Charity with a Donor-advised Fund, Keep a Lid on Your Holiday Spending, More People are Shopping Online, Navigating a Recession
November/December 2022
OnMark Advisor Shares Thoughts in the 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”
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Importance of Client's Having Umbrella Insurance - Article written by Damon S. Winter published in Think Advisor
(August 19, 2022) Why Your Clients Should Consider Umbrella Insurance - What You Need to Know
Winter Quoted in Forbes Article Regarding Interest Rates and the Economy
(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.”
Let's Talk Money - Is a Variable Annuity Right for You?, What Do You Know About Life Insurance?, FSA and HSA: Alike but Different, Review Your Plan During Medicare Open Enrollment, Pet Insurance: Growing in Popularity, "On Target" for Retirement
September/October 2022
Let's Talk Money - UITs: A Good Fit for Your Portfolio? Buying on Time, Raise Your Credit Score, Mortgages: One Size Doesn't Fit All, A Seller's Market, Navigating Life's Changes
July/August 2022
Let's Talk Money - Safeguard Your Portfolio Against Unpredictable Markets, Planning for a Child with Special Needs, The Name Game, It's Never Too Early, Millennials and Debt, ESG Investing: Making a Difference
May/June 2022
Winter Achieves Prestigious Top of the Table MDRT Qualification
Lake Oswego, OR (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.
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Let's Talk Money - Mutual Funds and ETFs: Alike but Different, You Have More Than One FICO Score, Finding Extra Cash Hiding in Plain Sight, Talk to Your Spouse, Are You Above Average?, Is a Balanced Fund Right for You?
March/April 2022
Let's Talk Money - Risk and Volatility: Know the Difference, Natural Disasters: Are You Covered, Post-disaster Tax Filing, How to Stop Living Paycheck to Paycheck, Majority of Americans Live Paycheck to Paycheck, Invest with Taxes in Mind
January/February 2022
Let's Talk Money - Moves to Make Before Year's End, Surprise - It's Taxable! Preserving an Inheritance, Spend Less for a Jollier Holiday, Holiday Tipping Guide: A Refresher, Countering Inflation
November/December 2021
Emergency Funds & Home Warranties – Article appearing in The Independent - Written by Damon S Winter
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Let's Talk Money - Benefits: Don't Just Renew, No Place Like Home, RMDs: Know the Rules, Make the Most of a 529 Plan, Plan for Emergencies, Prepare a "Go Kit," Millennials: Shore Up Your Finances
September/October 2021
Let's Talk Money - Stick to Your True North, Navigating the Financial Aid Maze, Balancing Act, Spotting a Scam - Don't Be a Victim, Women: Know Your Finances
July/August 2021
Let's Talk Money - Charitable Giving: A Win-Win, The Banking Dilemma, May is Older Americans Month, How Balance Transfers Affect Your Credit Score, Young Adults Living at Home During the Pandemic, Consistency is Key for Retirement Investors
May/June 2021
Winter Achieves Prestigious Court of the Table MDRT Qualification
Lake Oswego, OR (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.
Click Here for Full Press Release
Let's Talk Money - A 401(k) Plan: Paving the Road to Retirement, New Limits for HSA, Adoption: Understanding the Costs, Tipping in the States, Say No to Lifestyle Inflation
March/April 2021
Let's Talk Money - Avoid a Spending Hangover, Getting FIRE'd?, Pay Off Your Debt, Credit Card Lures, A Challenging Tax Year, Minimum Payment Calculator, Economics 101
January/February 2021
Let's Talk Money - Dealing with Unpredictability, Widowed Parents and Taxes, Bunching Deductions, Increased Charitable Giving Incentives, Avoid Tax Surprises in Retirement
November/December 2020
Let's Talk Money - The New SECURE Act and You, Ways to Lower Your Auto Insurance Bill, Ways to Lower Your Car Rental Costs, How to Repair Poor Credit, Debt on the Rise, 12 Obstacles to Investing Success
September/October 2020
Let's Talk Money - Getting Real, How to Develop Healthy Spending Habits, Back to School Shopping Tip, Back to School Spending Stats, With Time on Your Side
July/August 2020
Let's Talk Money - Saving for College, Summer Cooling Tips, Summer Spending Tips, Tax Help after Disasters, What Americans Spend on Vacation, Bigger Baskets
May/June 2020
Let's Talk Money - Pay It Off or Invest, 7 Last-Minute Tax Breaks, Protect Yourself in Cyberspace, Money Hacks to Simplify Your Life, Five Ways to Cut College Costs, Fastest-Growing Occupations, Hitting Your Investing Target
March/April 2020
"The days of separating financial security from upholding personal values are coming to an end. To provide the best possible services to our clients, we must offer them chances to literally put their money where their mouth is and help them have the impact they want to on the world through their investments."
February 2020
See Full Article Here
Let's Talk Money - 2020 Investing Vision, Check How Much You're Withholding, Ways to Help Minimize Your Taxes, What is the AMT, Six Questions to ask Before Buying Your First House, Measuring Up
January/February 2020
Advisor News Article - Rising Interest in Faith-based Investing
November 22, 2019 - Article written by OnMark Advisor
5-minute Finance Rising Interest In Faith-based Investing
Let's Talk Money - Harvest Time for Your Investments, Five Ways to Stay Safe Online During the Holidays, What to Look for in Travel Insurance, Giving to Charity Still Matters, Avoid These Money Mistakes, Understanding Fixed Income Yield
November/December 2019
Let's Talk Money - Managing Market Volatility, Know Your 401(k) Words, Building an Emergency Fund, Preparing Financially for Winter, Four Ways to Curb Holiday Spending, Empty Next Investing
September/October 2019
Let's Talk Money - Mid-Year Investment Checkup, Women and Personal Finance, When Disaster Strikes, Leaving the Nest, Dollar Cost Averaging
July/August 2019
Let's Talk Money - Benefits for Stay at Home Spouses, How to Conduct a Campus Visit, When You Need More Than a Will, Anticipate Risks to Your Portfolio
May/June 2019
Financial Beginnings Oregon Receives Grant from Million Dollar Round Table Foundation to Provide Free Financial Education in Low-Income Communities Across Oregon
Portland, OR, 1 April 2019 - Financial Beginnings Oregon, 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.
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Let's Talk Money - Save Taxes Now or Later, 2018 Tax Changes: Coming and Going, Spring-Clean Your Finances, Get Organized, Keeping Your Retirement on Track
March/April 2019
Damon S. Winter has Qualified for Court of the Table of the Million Dollar Round Table
(Park Ridge, IL) - February 28, 2019 - Damon S. Winter of Lake Oswego, OR has qualified for Court of the Million Dollar Round Table - (MDRT)
Read The Full Press Release Here
Let's Talk Money - Time to Tweak Your Portfolio, Financial Fitness: Challenge Yourself, Major 2018 Tax Changes, Debt Can Hurt Your Retirement, Money Market Funds 101
January/February 2019
Let's Talk Money - Year-End Investing Moves, Cut Your Holiday Travel Costs, Big Hearts: Giving to Charity, Evaluating Your 401(k) Investments
November/December 2018
Let's Talk Money - Tax Planning for Capital Gains, Three Ways to Curb Overspending, FAFSA Filing Start Date Coming Soon, Five Truths about Life Insurance, Life Stage Investing
September/October 2018
Financial Planner, Travis J. Kroeger Joins OnMark Asset Management
(Lake Oswego, OR) 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.
Let's Talk Money - Keeping Up with Inflation, Charitable Benefits, Summer Money Tips, Back to School, Knowledge is Power
July/August 2018
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 – Reduce Your Taxes, The Social Security Numbers Game, Buy or Rent, College Tax Breaks, Teach Your Kids
March/April 2018
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.
Let’s Talk Money – Build a Bigger Retirement Fund, One Piece of the Puzzle, Healthy Financial Habits
January/February 2018
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.
Let's Talk Money - A Life Time of Goals, Spending Less on Your Getaway and Dorm Room Dos and Don’ts
July/August 2017
Let’s Talk Money – Investing for the Years Ahead, On the Move, Up We Go and Travel Tips
May/June 2017
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...
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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…
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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