Blog | Pursuit Planning and Investments, LLC | Page 2 of 25

top of page

Pursuit Planning and Investments, LLC

About Us
Our Services
Blog
Resources
Login
More

Use tab to navigate through the menu items.

The Planner's Beta

Musings From a Financial Planner

All Posts
Video Library
Commentary / Current Topics
Equity Compensation
Investing
Life Management
Student Loans
Financial Advisor Benefits
Lifestyle
Retirement Planning
Self-Employed Business Owners
Tax Planning
Tutorials
Education Planning
Family Planning

Search

Five Insights to Understand Markets in 2024

Nate Baim, MBA, CFP®

Jan 8
5 min

Five Insights to Understand Markets in 2024

Is It Time to Hire a Financial Planner?

Nate Baim, MBA, CFP®

Dec 18, 2023
8 min

Financial Advisor Benefits

Is It Time to Hire a Financial Planner?

Why Bonds Are Increasingly Attractive

Nate Baim, MBA, CFP®

Dec 14, 2023
5 min

Why Bonds Are Increasingly Attractive

2024 Tax Planning: Inflation Edition

Nate Baim, MBA, CFP®

Dec 11, 2023
5 min

2024 Tax Planning: Inflation Edition

What Seasonal Patterns Mean for Investors

Nate Baim, MBA, CFP®

Dec 5, 2023
4 min

What Seasonal Patterns Mean for Investors

How Corporate Profits and Dividends Affect Investor Returns

Nate Baim, MBA, CFP®

Dec 1, 2023
4 min

How Corporate Profits and Dividends Affect Investor Returns

2

3 4 5

CONTACT US

Text or Call: 971-803-5948

Located in Portland, OR

Schedule a Virtual Meeting

First Name

Last Name

Email

Write a message - Please DO NOT send personal identification information such as your SSN or account numbers.

Thanks for submitting!

Current Clients

© 2018-2024 by Pursuit Planning and Investments, LLC. All rights reserved. Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the States of Oregon and Indiana and in other jurisdictions where exempted.

bottom of page