JourneyTree Financial Advisors

02/07/2025

Our founder, Jonathan Brandt has been helping clients find their financial peace of mind for more than 30 years. But this wasn’t his first career! Find out how he got his start in this business and what keeps him going in our latest video chat with Jonathan.

Learn more about Jonathan and the whole team at JourneyTree>>
https://journeytree.com/who-we-are/

12/17/2024

In this season of gratitude, we are beyond grateful for you. We feel fortunate to be able to work with so many wonderful clients and colleagues...some of you since our beginning over 30 years ago.

Over the years, we’ve sought continual improvement by:

📚 Regularly seeking professional development opportunities, from conferences, to books, to virtual continuing ed classes

📊 Keeping custodians consistent—changing custodians just twice in 30 years (from KMS Financial Services -> TD Ameritrade -> Fidelity)

🖥️ Upgrading our systems and software to provide more efficient and accurate service

🤝 Conducting quarterly retreats with our team to evaluate what’s working and what needs attention

😀 Prioritizing team happiness

Thanks for being a part of our journey!

To learn more about our team >>

JourneyTree financial advisors in Eugene will provide financial planning based on your needs and goals. Let’s get to know each other to begin.

12/16/2024

Are you wondering how the latest news should impact your investment decisions?

The answer may not be what you think. Read our latest blog for insights from our resident CFP, Jonathan Brandt. 👇

We are often asked how election results might impact a clients’ investments. They are concerned that if one party or the other wins an election, the economy ...

11/23/2024

The holidays can be an expensive time of year.

When trying to please everyone on your list, your finances may suffer.

That’s why we’ve pulled together our 6 TOP TIPS to help make the gift buying season a bit easier on your pocketbook. But to save the stress, you’ll want to start now 👇

The holidays can be an expensive time of year. Between trying to please everyone and buying for everyone, your finances may suffer. Here are 6 tips to make ...

10/30/2024

Investing in a world with a 24/7 stream of economic news and a multitude of complicated investment choices can be confusing and overwhelming. Over 30 years of investment experience has taught us that it’s critical to have a well-conceived strategy and to stick to it, especially in these tumultuous times.

To learn more about how we build resilient portfolios for our clients, read on 👇

Investing in a world where there is an around-the-clock stream of economic news, and an ever-increasing multitude of complicated investment choices can be c ...

10/15/2024

Life is unpredictable. Whether it’s an unexpected illness, an accident, or other unforeseen event, being prepared for such circumstances can significantly reduce stress and provide peace of mind for you and your loved ones. One way to prepare for the unexpected is by establishing a Durable Power of Attorney (DPOA).

In fact, we think they’re so critical, we highly encourage all of our clients to have one in place.

To learn more about whether a DPOA is right for you:

Life is unpredictable. Whether it’s an unexpected illness, an accident, or other unforeseen event, being prepared for such circumstances can significantly r ...

10/08/2024

If you are an administrator or a faculty member at the University of Oregon, there are several retirement vehicles available to you. One of which is the Public Employees Retirement System (PERS). Understanding how PERS works is vital in planning for your retirement. Are you sure you know all the ins and outs?

Learn more: https://journeytree.com/pers-of-oregon-for-university-of-oregon-faculty/

JourneyTree provides personalized guidance for people to meet their financial goals, manage their inheritances, and make wise investment decisions in Eugene, Oregon.

10/01/2024

Thanks to the Eugene Area Chamber of Commerce for celebrating our 30th Anniversary by sitting down with our founder, Jonathan, to talk all things JourneyTree.

Get the full scoop:

Congratulations to JourneyTree on celebrating 30 years of helping our community reach financial success! We connected with Jonathan Brandt, founder of JourneyTree, to hear about their journey from a small home office to becoming one of Eugene's most trusted financial advisory firms. Jonathan shares....

09/24/2024

Roth IRA conversions can create more tax-free income in retirement, but there are many common misconceptions floating around about them these days…

For example, many folks think if their income is too high, they aren’t allowed to take advantage of this popular financial tool. That’s a myth! There’s actually no income limit for Roth IRA conversions, even if you don’t qualify for a Roth IRA contribution.

To bust the myths and learn more about the benefits, visit:

A Roth conversion involves transferring funds from a retirement account, which is taxed upon withdrawal, to a Roth IRA, where withdrawals may be taken tax-f ...

09/11/2024

The new school year can be an exciting time. But if their senior year is looming, it can also bring feelings of dread.

What dread are we talking about?

So many clients come to us trying to figure out how on earth they’ll be able to afford to send their kids and grandkids to college.

We have a little secret…it's called the 529 Savings Plan.

If you want to learn more about how to use tax-deferred earnings and tax-free distributions to pay for college-related expenses, visit: https://journeytree.com/529-savings-plans/

Financial Advisors | Eugene, Oregon

08/19/2024

We recently launched a partnership with Pontera, a company that will allow us to seamlessly manage your retirement accounts (such as 401k or 403b) held by other investment firms. We look forward to helping monitor these employer retirement accounts, design appropriate investment portfolios, and adjust allocations as needed.

Learn more👇

Until recently, JourneyTree has not been able to manage employer retirement accounts (such as 401(k) and 403b plans) held by our clients. At the end of 2023 ...

08/04/2024

Scammers are regularly using technology for their personal gain with all sorts of deceptive schemes. How they do so is constantly evolving.

Read our latest blog to find out the top 3 most common scams you may encounter these days: https://journeytree.com/3-scams/

To save your friends & family from getting scammed, SHARE THIS POST too!

With communication always changing, it's important to be aware of how scammers are using technology for their personal gain. Text messages, phone calls ...