Bend Wealth Advisors

08/20/2026

Before you start touring homes, it's important to understand where you stand financially and what matters most to you. Discover key considerations to help you prepare for successful homeownership.

https://www.raymondjamesconnect.com/aQkuRM

08/05/2026

Is paying off debt always the best financial move?

While reducing high-interest debt is often a priority, not all debt should be viewed the same way. Strategic debt management can create flexibility, preserve liquidity, and support long-term investment growth.

This article offers an important perspective on balancing debt reduction with wealth-building goals.

raymondjames.com

07/22/2026

Concerns about Social Security can understandably create anxiety for those planning for retirement. The good news is that the program is not disappearing, but important challenges remain. Understanding the facts, the potential impact on future benefits, and the possible legislative solutions can help retirees and pre-retirees make more informed financial decisions.

raymondjames.com

07/08/2026

Will AI take your job? Group investment professionals share why artificial intelligence is more likely to transform white collar work than replace it. How has the latest tech transformed your industry? Let me know in the comments.

capitalgroup.com

07/04/2026

250 years in the making. Bend Wealth Advisors wishes you a happy and memorable Fourth of July.

06/11/2026

These aren't the conversations anyone looks forward to, but they're some of the most important ones we can have. Taking the time to understand and document a loved one's wishes can bring peace of mind to everyone involved. Here's a helpful guide to navigating advance care planning and ensuring those wishes are respected.

raymondjames.com

06/08/2026

We're still reflecting on what a fun and memorable Dogapalooza it was!

Thank you to everyone who joined us. It was a pleasure to see so many familiar faces, and plenty of four-legged companions. Events like these are a great reminder of how fortunate we are to be part of such a strong and connected community.

The rain held on right up until the event, leaving the dog park soggy, but the skies cleared just in time. Despite the damp ground, the evening provided a great opportunity to relax, enjoy good conversation, and connect outside of our daily routines. Guests enjoyed cocktails, delicious BBQ from Cody's, and time together in a laid-back, casual setting, with a few muddy pups adding to the fun.

Dogapalooza continues to be one of our favorite traditions, as it gives us a chance to celebrate you, our clients and friends. We truly appreciate your continued trust and partnership.

We're already looking forward to next year.

Warmly,
The Bend Wealth Team

06/03/2026

We're excited to welcome Clay Trenz to Bend Wealth Advisors!

Founder of Acuity Wealth Advisors in 2011, Clay brings decades of experience delivering goal-based, evidence-driven financial planning to individuals, families, and businesses across Central Oregon. His client-first approach and thoughtful investment strategies have built a trusted practice, now strengthened through his merger with Bend Wealth.

Clay is passionate about helping clients create clarity and confidence in their financial lives, aligning their resources with long-term goals through a disciplined, evidence-based approach.

Join us in welcoming Clay to the team!

05/20/2026

We talk a lot about saving for retirement, but are we thinking enough about healthcare in retirement? That's where the combination of a 401(k) and an HSA becomes a game changer. This pairing can unlock stronger financial confidence and better outcomes long term.

fidelityworkplace.com

04/24/2026

Marriage brings exciting new possibilities, and likely shared financial responsibilities. Consider these nine tips to work toward a strong financial future together:

raymondjames.com