CCB Financial Services

10/05/2026

We will be closed Monday, October 12, 2026 in observance of Columbus Day. We will reopen on Tuesday, October 13, 2026.

10/05/2026

We have two upcoming seminars with information about Medicare Annual Enrollment.
Call us today if you would like to attend (503) 668-2530.

10/02/2026

We can help you with Medicare Insurance, call us today at (503) 668-2530.

09/28/2026

Diversification
Diversification involves allocating investments across different asset classes to reduce concentration risk.
While it does not eliminate risk, it may help manage volatility over time.
CCB Financial Services - (503) 668-2530

09/15/2026

Behavioral Bias in Investing
Emotional decision-making during market volatility can interrupt long-term strategies.
Understanding common behavioral biases may help maintain discipline.
CCB Financial Services - (503) 668-2530

09/11/2026

Never Forget - 9/11
Patriot Day

09/01/2026

07/20/2026

“Brokerage CD vs. Bank CD — What’s the Real Difference?”
Brokerage CDs and bank CDs are both FDIC-insured up to applicable limits, but they behave differently.
Brokerage CDs are bought through your brokerage and can be sold before maturity (at market price), whereas bank CDs usually charge early-withdrawal penalties.
https://www.fdic.gov/resources/deposit-insurance

CCB Financial Services - (503) 668-2530

07/06/2026

Term vs. Permanent Life Insurance
Term life insurance provides coverage for a set period (10–30 years) and is often used for income replacement during working years.
Permanent life insurance provides lifetime coverage and may accumulate cash value.
The appropriate solution depends on financial goals, time horizon, and protection needs.
https://www.investopedia.com/terms/l/lifeinsurance.asp

CCB Financial Services - (503) 668-2530

07/04/2026

Happy 4th of July!!!