Consolidated Financial Management
Helping our clients pursue their goals since 1982 Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org.
Investment advice offered through Golden State Wealth Management, DBA Consolidated Financial Management, a Registered Investment Advisor. Golden State Wealth Management, Consolidated Financial Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completene
![Third Quarter 2022 Commentary](https://img5.findglocal.com/958/944/5171752409589442.jpg)
Third Quarter 2022 Commentary Third Quarter 2022 Economic/Market Outlook Please click here to open our Third Quarter 2022 Commentary Sincerely, The CFM Family Consolidated Financial www.cfmplanners.com 503-844-9146
![Q1 2016 Economic and Market Outlook](https://img5.findglocal.com/251/846/942462572518468.jpg)
Here is our latest market and economic outlook. We hope you find the charts and commentary valuable.
Q1 2016 Economic and Market Outlook Click to View the Video Message
![July, 2015 Update](https://img4.findglocal.com/378/729/829774313787295.jpg)
Here is our latest quarterly economic and market outlook. Given the recent volatility in the markets, I would encourage you to take a few minutes (it's less than 7 minutes long) to hear our perspective and outlook. Please let us know if you would like to discuss this in greater detail.
July, 2015 Update PointAcross - the universal choice for personalized video commerce. We provide accessible and engaging video solutions, delivering superior value to our subscriber marketplace.
![April, 2015 Update](https://img4.findglocal.com/786/717/788975537867173.jpg)
Here is our quarterly economic and market outlook. This is a brief 5 minute report. You do need to have your speakers on to hear the presentation. Please call for further discussion.
April, 2015 Update PointAcross - the universal choice for personalized video commerce. We provide accessible and engaging video solutions, delivering superior value to our subscriber marketplace.
Below is the link to our economic/market outlook for 2015. We hope you find the information useful.
http://play.pointacross.com/kbpffnpatzqz
LPL Research makes the case for the Federal Reserve to start tapering the bond buying program. Do you agree?
"Beige Book: Trust" | Weekly Economic Commentary | September 9, 2013 "The latest Beige Book and the August employment report likely keep the Federal Reserve (Fed) on track to announce a scaling back of its bond purchase program (quantitative easing, or QE) at the next ...
It is hard to believe it has been five years since Lehman Brothers went under. It seems like an appropriate time to relect on lessons learned. We are certainly more cautious than prior to the crisis.
"The One Big Risk" | Weekly Market Commentary | September 9, 2013 "As Lehman Brothers filed for bankruptcy on September 15, 2008, there was one big risk everyone was worried about across their portfolios: credit risk."
![Timeline photos](https://img4.findglocal.com/232/363/477744272323636.jpg)
Kari just attended LPL Financial's national conference in San Diego this week. Colin Powell was the keynote speaker. She said he was very funny in his presentation of what it takes to be a leader.
![March, 2013 Update](https://img4.findglocal.com/810/466/286940988104661.jpg)
Here is the latest economic/market outlook.
March, 2013 Update Click to play this GoldMail Message: March, 2013 Update
Here is the latest from LPL's Chief Investment Officer.
"Overcoming the Twin Ceiling Conundrum" | White Paper by Burt White | January 2013 "This is the Twin Ceiling Conundrum: the irony that resolving the impending debt dilemma may be the catalyst to lift the market to further gains."
![Q1 2013 Outlook](https://img5.findglocal.com/860/926/480930548609262.jpg)
We invite you to listen to our first quarterly update of 2013.
Q1 2013 Outlook Click to play this GoldMail Message: Q1 2013 Outlook
Here's the latest Wall Street Election poll.
The "Wall Street" Election Poll Index | November 8, 2012 "In the past week ending Wednesday, the day after the elections, the LPL Financial "Wall Street" Election Poll Index sharply reversed the move toward Republican-favored industries relative to those ...
Guess what... you are probably in the top 5%. This is an interesting piece on who makes up the top 5% of taxpayers.
Breaking Down the Taxpaying Population: Where Do You Fit In? Were you in the top 50% of federal income tax filers for 2009? The top 5%? The answer, based on IRS statistics, might surprise you.
Here is LPL's latest take on the election.
The "Wall Street" Election Poll Index | November 1, 2012 "In the past week ending Wednesday, the LPL Financial "Wall Street" Election Poll Index reflected a modest further move toward Republican favored industries relative to those favored by Democrats, ...
"China Has Already Landed Softly" | Weekly Economic Commentary | August 13, 2012 "We continue to expect a soft landing, growth between 7-8% in 2012. Our forecast remains below consensus."
FINRA - Home Page FINRA is the largest independent securities regulator in the U.S. Our chief role is to protect investors by maintaining the fairness of the U.S. capital markets.
It is time for portfolio rebalancing. With recent market volatility and uncertainty, global equity prices have become more attractively valued. At the same time, money has been pouring into US treasuries, lowering yields. It may be timely to take profits in fixed income and buy equities. It may also be opportune to rebalance portfolios bringing them back in line with investment objectives. We welcome the opportunity for further discussion.
We are officially up and running on FaceBook. Please check back soon for future posts. Thanks!
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Beaverton, OR
97006
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
Beaverton
Passionate Accounting Professional with over 9 years of experience in finance and accounting.
Beaverton, 97005
We are a fast-paced, progressive, and professional organization that focuses on finding solutions for our clients, partners, brokers, and employees—to deliver the very best experie...
14795 SW Murray Scholls Drive Suite 102
Beaverton, 97007
New Address: 14795 S W MURRAY SCHOLLS DR SUITE 102 BEAVERTON, OR 97007 Member SIPC.
Services Available In:
Beaverton, 97005
Services Available In:
Beaverton, 97007
2850 SW Cedar Hills Boulevard #1093
Beaverton, 97005
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