Alexander Reed, Wealth Advisor
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Alexander Reed, Wealth Advisor, Financial planner, 10200 SW Greenburg Road, Portland, OR.
Deciding where to retire can be a big deal. Where does your dream city land?
Is $1 Million Enough for Retirement in America? The average American needs their retirement savings to last them over a decade. In which cities is $1 million enough to retire comfortably?
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We are honored to be named the Best Place to Work for Financial Advisors by Investment News for the third time!
Being an amazing workplace is all about the incredible internal stakeholders that make up the company. Thank you to all of our Carson Wealth team members for making this place so awesome!
https://bestplacesforadvisers.com/
1 page to summarize 5,593 page New Stimulus Package. Here is what you need to know. Hint: it's more than a $600 check.
https://www.carsonwealth.com/insights/blog/17-things-you-need-to-know-about-the-new-stimulus-package/
17 Things You Need to Know About the New Stimulus Package | Carson Wealth Read more about17 Things You Need to Know About the New Stimulus Package from Carson Wealth. With Carson Wealth, money doesn't have to be complicated.
HOW DOES THE CARES ACT AFFECT YOU?
While you may have heard about the rebate check most Americans will be receiving, there is plenty more in the CARES Act that impacts individuals and businesses in the U.S.
Learn more about how the CARES Act affects you at our webinar this Thursday at 1PM PT.
Register here: https://attendee.gotowebinar.com/register/4322465388214050317
How the CARES Act Affects You Congress passed the largest economic relief package in history last week. And while you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S. To help you understand the overall impact of the new laws, we’ve ...
Enrolling for Medicare can be overwhelming. This recent blog may be able to help simplify the process. http://ow.ly/YbPj30nPFhR
Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.
Let’s look at a few of the normal expenses in everyday life and see how they could be affected by rate changes in Washington. http://ow.ly/s2Xz30nPEwr
How the Federal Funds Rate Affects Your Personal Finances You’ve seen the Federal Funds Rates changing in the headlines this last year. Let’s look at how these changes affect your personal finances.
The impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Learn more in our latest blog: http://ow.ly/UYIr30nPEp4
Tax Cuts and Jobs Act Changed Things More Than You Realize | Carson Wealth Management The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years.
Ron Carson with another highlight on the markets
What is your Family Index Number? Hint: It helps you remain on track toward achieving your objectives at every stage of your life. http://ow.ly/GqY730nPEDG
Carson Wealth Family Index Number Guide We believe advancing and protecting a lifetime of wealth requires a personalized and focused approach that begins with determining your Family Index Number— the individual rate of return you need to achieve your goals and objectives with confidence.Â
Tax Cuts and Jobs Act Changed Things More Than You Realize: http://ow.ly/rmvJ30nPEiB
Tax Cuts and Jobs Act Changed Things More Than You Realize | Carson Wealth Management The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years.
The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the U.S. and China continued to support markets. http://ow.ly/8B0P30nPDpt
Weekly Market Commentary February 25, 2019 | Carson Wealth Management The S&P 500 added another 0.7% to its impressive gains since late December. Optimism about a trade agreement between the U.S. and China continued to support markets. While trade negotiations between the U.S. and China remain the key focus, a number of other key events and data releases are likely to...
Medicare enrollment can be complicated, but our latest blog may be able to help provide some guidance in getting started! http://ow.ly/Qpqz30nL8Zc
Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.
Federal Interest Rate hikes have you concerned? Let’s look at what you need (and don’t need) to worry about. http://ow.ly/GBx530nLcIg
How the Federal Funds Rate Affects Your Personal Finances You’ve seen the Federal Funds Rates changing in the headlines this last year. Let’s look at how these changes affect your personal finances.
Now you can listen to Carson Wealth's radio show, Wealth from Wisdom, on iTunes! http://ow.ly/VBFB30nLevx
Wealth from Wisdom by Carson Wealth on Apple Podcasts Download past episodes or subscribe to future episodes of Wealth from Wisdom by Carson Wealth for free.
If you're preparing to enroll in Medicare, don't miss our latest blog "Medicare Time- Now What? Things to Know When You Start Out." http://ow.ly/Yttf30nL8O8
Medicare Time – Now What? Things to Know as You Start Out | Carson Wealth Management I'm 65 and ready to enroll in Medicare - how do I get started? Enrollment periods, perscriptions, supplements - let's look as some common questions.
Download our free guide on the cost of investing to help you better understand what you're paying for and why + questions to ask your advisor before investing. http://ow.ly/bwUw30nL8ty
The True Cost of Investing Free Guide | Download | Carson Wealth Management Check out our free guide on The True Cost of Investing: Why Fee Transparency is Critical to Determining Underlying Investment Value.
The S&P 500 surged 2.6% on the news an agreement had been reached to avoid a government shutdown and increased optimism about trade negotiations. http://ow.ly/z4LT30nLbsY
Weekly Market Commentary February 19, 2019 | Carson Wealth Management The S&P 500 surged 2.6% on the news an agreement had been reached to avoid a government shutdown and increased optimism about trade negotiations. Global stocks participated in the rally.
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About Alex
Alex Reed has the pleasure to serve his clients as their wholistic Wealth Advisor. He currently holds credentials as a CERTIFIED FINANCIAL PLANNER™ or CFP® Professional & Chartered Financial Consultant® or ChFC®, which demonstrates his passion for financial education. He grew up in NE Portland where he attended Grant H.S., studied Real Estate Finance at University of Denver, and graduated from University of Oregon with a B.S. in Business Administration with a focus in Finance and Supply Chain Management.
Alex’s first financial pursuit was during 7th grade math class, where the class project lead him to follow stock prices to understand statistical patterns. Throughout high school and college Alex sought out opportunities to learn more about personal finance. He discovered that our education system drastically underprepares people for the complex financial world. After graduation, he knew that his calling was to be the financial educator that families need.
His practice has developed to serve high net worth families and businesses to design and implement financial plans tailored to their needs. Wealth management is more than just stocks and bonds, it is about repeatedly making sound financial decisions that create the desired outcome that clients seek. Alex understands the opportunities and risks that the world presents and actively advises his clients about how to navigate them. The key to his success is adaptability and the ongoing pursuit of a being a lifetime student.
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10200 SW Greenburg Road
Portland, OR
97223
Opening Hours
Monday | 8:30am - 5pm |
Tuesday | 8:30am - 5pm |
Wednesday | 8:30am - 5pm |
Thursday | 8:30am - 5pm |
Friday | 8:30am - 5pm |
9955 SE Washington Street , Suite 105
Portland, 97216
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