Understanding Today’s Financial Environment
Welcome, I’m Dale Rice, an Investment Advisor Representative in Vancouver, WA. I understand that individuals face unique challenges as they prepare for retirement and/or financial independence. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, or estate planning, our personalized service focuses your needs and financial goals.
My staff has many years of experience in financial services. We can help you address your financial needs of today and prepare you for many years to come. We look forward to working with you through all stages of life.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
When Markets React
When markets shift, experienced investors stick to their strategy.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Read this overview to learn how financial advisors are compensated.
Military families face unique challenges, making personal finance even more critical.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.