Bend Wealth Advisors

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

04/08/2026

Exciting news – our very own Stu Malakoff has been named a Best-in-State Wealth Advisor by Forbes!

See the full rankings here: https://www.forbes.com/best-in-state-wealth-advisors/

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

03/11/2026

Thinking about retirement?

WalletHub ranked the best and worst states to retire based on affordability, quality of life, and healthcare. Wyoming took the #1 spot, followed by Florida, South Dakota, Colorado, and Minnesota. Meanwhile, states like Kentucky, West Virginia, and even Hawaii landed near the bottom due to high costs or weaker healthcare.

Bottom line: the best place to retire isn't just beautiful—it's where your money lasts, your health is supported, and life feels good.

Want the full breakdown? ⬇️

mentalfloss.com

03/04/2026

The conflict in Iran may drive oil prices higher in the short term. Still, like many geopolitical situations, conditions can shift quickly. Below is an overview of how the unrest might influence oil supply, financial markets, and the broader economy:

raymondjames.com

02/18/2026

Good money habits start young. The lessons kids learn today can shape how they handle money for the rest of their lives. Whether it's filling a savings jar or learning what debt means, explore these 10 age‑appropriate ways to set your children up for long-term financial success.
https://www.raymondjamesconnect.com/a2jMj0

01/21/2026

Losing someone you love is heartbreaking — and the responsibilities that follow can feel overwhelming, especially if you're the executor.

It's emotional, administrative, and often much more work than people expect.

You don't have to carry it alone. Support from financial professionals, attorneys, and trusted friends or family can make this difficult period more manageable. And caring for yourself — emotionally and physically — is just as important as handling the logistics.

If you're navigating this process or want to be prepared,

click the link to learn more.

raymondjames.com