John Passaglia, CFP®; CLU®; ChFC® | Financial Advisor | RJFS, Inc. | OnPoint

Many successful individuals got where they are today by doing ordinary things extraordinarily well. I live in Portland with my wife and two children.

It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important for your financial life, I can make recommendations to help you reach your goals. I’ve been helping families with their investment and plann

Morning Brew: September 3, 2024 09/03/2024

There's a negative bias in early action on the first trading day of the holiday-shortened week. Pre-open losses in the mega cap space have contributed to the downside bias. The vibe may shift, though, following this morning's economic releases. Read more.

Morning Brew: September 3, 2024 www.raymondjames.com

08/30/2024

The positive bias in the equity futures trade has been underpinned by the favorable response to earnings results. Attention will soon shift to the July Personal income and Spending Report at 8:30 a.m. ET. Read more in the Morning Brew.

www.raymondjamesconnect.com

Weekly Market Guide: August 28, 2024 08/29/2024

While the recent performance for the cap-weight S&P 500 seems to be calm on the surface as the index consolidates in a tight pattern under resistance, underneath it has been busy as a sharp leadership tone change continues. Read more.

Weekly Market Guide: August 28, 2024 www.raymondjames.com

Morning Brew: August 29, 2024 08/29/2024

There's a positive bias in early action. A solid pre-open gain in a Dow component after reporting earnings has boosted futures linked to Dow industrials. Read more in the Morning Brew.

Morning Brew: August 29, 2024 www.raymondjames.com

Maintaining income after retirement 08/29/2024

Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income.

Maintaining income after retirement raymondjames.com

Morning Brew: August 28, 2024 08/28/2024

Equity futures trade lower, but there's not a lot of conviction driving the moves. The market is still in wait-and-see mode in front of a key earnings release after today's close and participation remains light in front of Labor Day. Read more.

Morning Brew: August 28, 2024 www.raymondjames.com

The art of giving what you can't take with you 08/27/2024

The art of giving what you can't take with you: Explore the ways you can plan for the future of a valuable collection today.

The art of giving what you can't take with you raymondjames.com

Morning Brew: August 27, 2024 08/27/2024

Equity futures trade flattish. The market still lacks major directional drivers ahead of a major semiconductor company's earnings report tomorrow afternoon. Investors are also in vacation-mode in front of Labor Day. Read more in the Morning Brew.

Morning Brew: August 27, 2024 www.raymondjames.com

Morning Brew: August 26, 2024 08/26/2024

This week's lineup features earnings results from a large semiconductor name after Wednesday's close, along with the Fed's preferred gauge on inflation in the form of PCE Price Indexes on Friday. Read more in the Morning Brew.

Morning Brew: August 26, 2024 www.raymondjames.com

Weekly Economic Commentary: August 23, 2024 08/23/2024

In his latest Weekly Economic Commentary, Chief Economist Eugenio Alemán analyzes the slowdown in employment growth, which supports his belief the Fed will ease rates in September.

Weekly Economic Commentary: August 23, 2024 www.raymondjames.com

Assembling your wealth planning team 08/23/2024

Surrounding yourself with the right professionals to help plan your finances is vital. Here are some of the key players to seek out when building your team of professionals.

Assembling your wealth planning team raymondjames.com

Weekly Headings Snapshot: August 23, 2024 08/23/2024

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 23, 2024 www.raymondjames.com

Morning Brew: August 23, 2024 08/23/2024

There's positive bias in early trading supported by pre-open gains in mega cap stocks and positive earning news responses. Vibes could shift, in reaction to Fed Chair Powell's speech at the Jackson Hole Symposium today. Read more in the Morning Brew.

Morning Brew: August 23, 2024 www.raymondjames.com

Your year-end tax planning checklist 08/22/2024

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.

Your year-end tax planning checklist raymondjames.com

Morning Brew: August 21, 2024 08/21/2024

There's a positive bias in early trading. Earnings results from some major retailers garnered upbeat responses, contributing to the upside bias. Read more in the Morning Brew.

Morning Brew: August 21, 2024 www.raymondjames.com

Morning Brew: August 20, 2024 08/20/2024

Contracts tied to the S&P 500, NASDAQ 100, and Dow industrials are flattish this morning after a big run in equity markets. The S&P 500 was 1.1% below its all-time high at yesterday's close. Read more in the Morning Brew.

Morning Brew: August 20, 2024 www.raymondjames.com

Morning Brew: August 19, 2024 08/19/2024

Stock futures are flattish in front of a busy week. Earnings reporting picks up steam, especially in the retail and tech spaces, and Fed Chair Powell will speak in Jackson Hole. Read more in the Morning Brew.

Morning Brew: August 19, 2024 www.raymondjames.com

Weekly Economic Commentary: August 16, 2024 08/16/2024

Could Airbnb rentals be playing a part in the stubbornly high housing market? Chief Economist Eugenio Alemán addresses shelter cost inflation and its contributing factors.

Weekly Economic Commentary: August 16, 2024 www.raymondjames.com

Weekly Headings Snapshot: August 16, 2024 08/16/2024

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 16, 2024 www.raymondjames.com

Morning Brew: August 16, 2024 08/16/2024

There's a slightly negative bias in early trading, but stock futures are mostly flat. The major indices are sitting on solid gains for the week heading into the session. Read more in the Morning Brew.

Morning Brew: August 16, 2024 www.raymondjames.com

Weekly Market Guide: August 14, 2024 08/15/2024

Shifting sentiment and market influences adding volatility during seasonally slower period, but uptrend remains in place: Despite increasing volatility and a brief undercut of support, the uptrend for the S&P 500 remains intact. Read more.

Weekly Market Guide: August 14, 2024 www.raymondjames.com

Morning Brew: August 15, 2024 08/15/2024

There's a positive bias in early trading as investors digest some better-than-expected earnings. Participants are also waiting on another influential economic release following this week's inflation readings that went the market's way. Read more.

Morning Brew: August 15, 2024 www.raymondjames.com

Identify the connection between net worth and risk tolerance 08/14/2024

For affluent investors, taking risks may not be quite so risky after all. Learn why.

Identify the connection between net worth and risk tolerance raymondjames.com

Morning Brew: August 14, 2024 08/14/2024

Stock futures are little changed as investors wait on the July Consumer Price Index at 8:30 ET. Yesterday's rally in the stock market followed the July Producer Price Index, which showed disinflation in total and core PPI. Read more in the Morning Brew.

Morning Brew: August 14, 2024 www.raymondjames.com

Morning Brew: August 13, 2024 08/13/2024

Contracts tied to the S&P 500 and Nasdaq 100 are higher, while Dow futures trail somewhat due to a pre-open decline in a constituent that reported better-than-expected earnings, but issued below-consensus FY25 EPS guidance. Read more in the Morning Brew.

Morning Brew: August 13, 2024 www.raymondjames.com

10 common scams and how to avoid them 08/13/2024

As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these common scams – and how to avoid them.

10 common scams and how to avoid them raymondjames.com

Morning Brew: August 12, 2024 08/12/2024

There's a positive bias in early trading following last week's turbulent action in equities. Pre-open gains in mega cap names have contributed to the upside bias. Read more in the Morning Brew.

Morning Brew: August 12, 2024 www.raymondjames.com

Weekly Headings Snapshot: August 9, 2024 08/09/2024

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: August 9, 2024 www.raymondjames.com

Weekly Economic Commentary: August 9, 2024 08/09/2024

The commercial real estate market has faced challenging times in recent years - Chief Economist Eugenio Alemán explains the benefits CRE could experience from the proposed interest rate cuts in the coming months.

Weekly Economic Commentary: August 9, 2024 www.raymondjames.com

Want your business to be the top-listed Finance Company in Beaverton?
Click here to claim your Sponsored Listing.

Telephone

Address


Services Available In:
Beaverton, OR
97005

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 6pm
Saturday 9am - 1pm

Other Beaverton finance companies (show all)
Advanced Accounting LLC Advanced Accounting LLC
Beaverton

Passionate Accounting Professional with over 9 years of experience in finance and accounting.

Chen & Associates Group Chen & Associates Group
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...

Edward Jones - Financial Advisor : Kevin Parisi Edward Jones - Financial Advisor : Kevin Parisi
14795 SW Murray Scholls Drive Suite 102
Beaverton, 97007

New Address: 14795 S W MURRAY SCHOLLS DR SUITE 102 BEAVERTON, OR 97007 Member SIPC.

David Yates, Financial Advisor | RJFS, Inc. | OnPoint David Yates, Financial Advisor | RJFS, Inc. | OnPoint
Services Available In:
Beaverton, 97124

OnPoint Community Credit Union OnPoint Community Credit Union
11425 SW Beaverton Hillsdale Highway
Beaverton, 97005

Elizabeth T Moded Elizabeth T Moded
Beaverton, 97005

Financial Service

OnPoint Community Credit Union OnPoint Community Credit Union
15995 SW Walker Road
Beaverton, 97006

Kevin Dolan Home Loans Kevin Dolan Home Loans
Beaverton, 97006

Edward Jones-Financial Advisor: Jen Humphreys Edward Jones-Financial Advisor: Jen Humphreys
16100 NW Cornell Road, Suite 120
Beaverton, 97006