Bend Wealth Advisors

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Bend Wealth Advisors

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Bend Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

10/21/2026

Career success isn't just about what you earn. It's also about what you do with the opportunities your career creates.

Financial literacy helps us make informed decisions about compensation, benefits, savings, investing, and long-term goals. Whether you're early in your career or preparing for retirement, building financial knowledge can help turn hard work into lasting financial confidence.

This article takes a closer look at why financial literacy should be considered an essential career skill.

ceoworld.biz

10/14/2026

Congratulations, Awbrey!

Your recognition as an Accomplished Under 40 honoree is a testament to your talent, professionalism, and dedication to others. We are proud of the impact you have on our clients, team, and community every day. Well-deserved and well-earned!

Thank you for your leadership, commitment, and passion for serving others.

We are thrilled to see you recognized among Central Oregon's emerging leaders and look forward to the continued impact you'll make in our community.

Disclosure

This award/ranking is not based in any way on the ability to provide investment advice or management. This ranking is not indicative of advisor/team future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Cascade Business News. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award.

09/16/2026

The American Dream is getting more expensive.

Inflation, rising debt, concerns about Social Security, and even fears around AI-driven job disruption are creating real challenges for middle-class Americans planning for retirement. The numbers are especially concerning for women, whose median retirement savings lag significantly behind men's.

Are we saving enough? And more importantly, are we planning for the unexpected?

This article highlights why retirement readiness is about much more than hitting a number. It's about building flexibility, resilience, and a strategy that can adapt to life's surprises.

Take a look and let us know what stands out to you.

www.housingwire.com

09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

09/09/2026

As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in ways previous generations may never have imagined. Yet assumptions about age can sometimes influence how others view a person's capabilities or the role they should play in important decisions.

Thoughtful planning can help ensure important decisions are guided by your goals and preferences, not assumptions about age. If you're thinking about future transitions, support systems or ways to maintain independence and purpose in the years ahead, let's start that conversation.

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.

Address

523 NW Colorado Avenue
Bend, OR
97703

Website

http://bendwealth.com/

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