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Winter Again Achieves Prestigious Top of the Table MDRT Qualification

PARK RIDGE, Ill. (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.

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Let's Talk Money - Passing On Your Legacy-The Estate Planning Process, Distribution Planning for Near-Retirees, Shield Your Assets With A SpendThrift Trust

November December 2023

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Boxes to Check - Article written by Damon S Winter published in Independent Agent Magazine

December 2023

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Let's Talk Money - Investing in Collectibles, Get to Know Your Medicare,  Get To Know Your Benefits, Healthcare When Traveling,  Annuities: A Flexible Choice, The Nuts and Bolts of a Charitable Remainder Trust 

September/October 2023

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Let's Talk Money - Understanding ETF, Inflation and Your Tax Bill, A Financial Wellness Checkup, Don't Put off "The Talk" Understanding APR, Stable Value Funds: A Layer of Protection

July/August 2023

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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

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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

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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

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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

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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

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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.”

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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

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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

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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

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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.

Click Here for Full Press Release


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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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 

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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

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"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

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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

Original Article


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

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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.

Click Here for the Full Press Release


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)

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

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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.

Travis Kroeger Read More


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.

Diamond Team - Read More


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.

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

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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