Duane J. Silbernagel, CFP, CIMA

10/02/2021

We’ve changed, for the better.

We are certain you’re aware of the recent acquisition of Waddell & Reed by LPL Financial, a leading platform provider and partner to financial advisors.

This turns out to be the perfect time for us to announce our rebranding. As most of you know we are based out of Lincoln City, OR – which is located at the Ocean’s Edge.

We are incredibly excited about the platform that LPL will provide us to utilize, and our clients access to. A tremendous amount of time and thought have gone into our new logo and website.

In the design of the logo, first and foremost, we had to incorporate our Lincoln City roots – which is why it is designed to look like a wave in the mighty Pacific Ocean.

When thinking about the Pacific Ocean, it is an abundance of resources – something we strive to be for you.

There are nearly unlimited capabilities and power contained inside that massive body of water – representing the capabilities Ocean’s Edge has access to harnessing the LPL platform.

Our financial situations are fluid, but our lives always seem to find a balance – similar to how water always finds level.

Paying closer attention to the intricacies of the curling wave. This circular shape represents the financial planning process, as an iterative and continual process that is changing.

Last, (my favorite component) is the 7 components of the wave, representing the 7 steps to the financial planning process.

So, as you notice the changes in our branding, signs and promotions. Know that this is a strictly a cosmetic change. We appreciate your business and want to continue providing the level of service that you’ve come accustom to. Please provide any feedback you wish by reaching out with thoughts, requests or compliments. As always, please never hesitate to call us anytime. Looking forward to your continued support.

Thank you.
-The Ocean’s Edge team

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

07/21/2021

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

07/19/2021

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

07/16/2021

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

07/14/2021

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

07/12/2021

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

07/09/2021

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

07/08/2021

In June, stocks moved higher despite accelerating inflation and the Fed’s monetary policy pivot.

The Dow Jones Industrial Average slipped 0.07 percent but the Standard & Poor’s 500 Index rose 2.22 percent. The Nasdaq Composite led, gaining 5.49 percent.1

07/07/2021

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

07/05/2021

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

07/02/2021

Does your cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

06/30/2021

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.