News   and Events

Upcoming Client Events

We are currently in the process of planning events for 2025. Please check back soon for more details. We hope to see you soon!

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
• October 30^th – Election Zoom Call – Featuring Steve Chiavarone from Federated Hermes
• November 6^th – Election Outcome Workshop – Sponsored by Hartford Funds

2025 HOLIDAYS

The New York Stock Exchange holidays for 2024:

• January 1^st – Observance of New Year’s Day
• January 20^th – Martin Luther King, Jr. Day
• February 17^th – Washington’s Birthday
• April 18^th – Good Friday
• May 26^th – Memorial Day
• June 19^th – Juneteenth National Independence Day
• July 4^th – Independence Day
• September 1^st – Labor Day
• November 27^th – Thanksgiving Day
• December 25^th – Christmas

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