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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

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Let's Talk Money - Mid-Year Investment Checkup, Women and Personal Finance, When Disaster Strikes, Leaving the Nest, Dollar Cost Averaging

July/August 2019

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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

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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

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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)

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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

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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

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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

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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.

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Let's Talk Money - Keeping Up with Inflation, Charitable Benefits, Summer Money Tips, Back to School, Knowledge is Power

July/August 2018

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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

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

March/April 2018

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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.

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

January/February 2018

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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.

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

July/August 2017

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Let’s Talk Money – Investing for the Years Ahead, On the Move, Up We Go and Travel Tips

May/June 2017

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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…

Read the Full Press Release 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