News   and Events

Annual Client Appreciation Barbecue – Save The Date – Monday, August 5^th

We are excited to be hosting our annual client appreciation barbecue again this year in the Sublimity Church Park. We’ll have great food, a live band, giveaways, and some fun things for kids. Please save the date and check back soon for more details. We hope you can make it!

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

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.