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Sometimes You Need to Take the Bad with the Good

by De[fi]ned Team | May 18, 2022 | Finances, Markets, Risk

“Sometimes you need to take the bad with the good”.  This cliche is typically used as an acknowledgement that “nothing is perfect”. Nothing could be truer when it comes to acknowledging the benefits of investing over time; you must accept the bad (short term market...

Quick Tips To Protect Your Online Identity

by De[fi]ned Team | Aug 26, 2021 | Business, Finances, Financial Habits, Risk

The use of technology has certainly made our lives more efficient but not without the need to be smart and careful on how we protect our personal information.  We have comprised a list of seven simple steps you can take today to add protection to your online security...

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Investment advisory services offered through De[fi]ned Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Registration does not imply any level of skill or training.  This website is intended for information purposes only.  It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. More information regarding the CFP® is available at http://www.cfp.net/default.asp.

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(503) 444-7100
Cascade Square
8625 SW Cascade Ave
Suite 410
Beaverton, OR 97008

HOME
ABOUT
TEAM
SERVICES
BLOG
CONTACT

  • Follow


Investment advisory services offered through De[fi]ned Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Registration does not imply any level of skill or training.  This website is intended for information purposes only.  It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. More information regarding the CFP® is available at http://www.cfp.net/default.asp.

Broker Check

Privacy Policy / Terms & Conditions / FORM ADV / FORM CRS

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