News   and Events

Fall Workshops, Including an Election Focused Conversation, Coming Soon…

Please check back soon for more details on breakfast and/or lunch workshops in the fall. We hope to have an election focused discussion or call in the coming months. We hope you will be able to make it!

Annual Client Appreciation Barbecue – Monday, August 5^th

Thank you for coming out the barbecue! We had a great time and hope you did as well. Join us for the Annual Client Appreciation Barbecue on Monday, August 5th from 5:30 - 7:30 pm at the Sublimity Church Park located at 375 E. Main St. in Sublimity by the grade school. We will have food, face painting for kids, and live music by the Never 2 Late Band. There will be plenty of great food to go around so please feel free to bring a friend or two. There is also a playground for your younger loved ones. This is just one way for us to thank you for your business and the trust you place in us. Please RSVP as soon as possible by emailing Karen at karen.perlich@raymondjames.com or by calling our office at 503-769-7017. We hope to see you there!

Lunch Workshop – May 21^st at the Cottage Bakery and Café in Sublimity

Thank you to all that joined us. We hope you enjoyed lunch and our discussion. Join us for our next lunch workshop at noon on Tuesday, May 21st at the new Cottage Bakery in Sublimity. The address there is 519 N Center Street. Space is limited to the first 25 people to rsvp. Our Sponsor, Steve Storlie with Pimco Funds, will discuss his firm’s outlook on the markets and the overall economy. Parking is limited so if you are able to park on the street, that would leave the parking spots for those that need closer spots. Steve will discuss Pimco’s inflation expectations, interest rates, the U.S. economy, the Presidential election, and how these factors may affect the stock and bond markets going forward. Please email karen.perlich@raymondjames.com or call the office to RSVP as space is limited to the first 25 people. We hope to see you there!

Raymond James is not affiliated with nor endorses Steve Storlie and/or Pimco Funds.

2024 CLIENT EVENTS

• February 15^th – Lunch Workshop at 3rd Avenue Eatery, Stayton – Sponsored by T. Rowe Price
• March 18^th – Lunch Workshop at Pizza Schmizza, Lebanon – Sponsored by JPMorgan
• May 21^st – Lunch Workshop at Cottage Bakery and Café, Sublimity – Sponsored by Pimco
• August 8^th – Annual Client Appreciation Barbecue at St. Boniface Church Park in Sublimity – Featuring the Never 2 Late Band – Sponsored by Federated Hermes and JPMorgan

2024 Holidays

The New York Stock Exchange holidays for 2024:

• January 1^st – Observance of New Year’s Day
• January 15^th – Martin Luther King, Jr. Day
• February 19^th – Washington’s Birthday
• March 29^th – Good Friday
• May 27^th – Memorial Day
• June 19^th – Juneteenth National Independence Day
• July 4^th – Independence Day
• September 2^nd – Labor Day
• November 28^th – Thanksgiving Day
• December 25^th – Christmas

Stock and bond markets as well as our office will be closed in observance of these holidays.