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PETER FISHER Founding Partner, Executive Chairman https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1686799461347-OOQG1ZGSJQ01AMQZEPMZ/luke-02.jpg Our Team LUKE SCHULTZ, CPA, CFP® Director of Tax https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1532069460853-NI6Z46B9HFJM6PHQEC0A/thenumbers.jpg Our Team - A HIGHER STANDARD Money, Nerdwallet, and Forbes recommend that you ask your advisor or broker if they act as a fiduciary. Cornell Law defines this as "the highest standard of care." Many advisors, brokers, and insurance agents promise this but after sifting through the fine print, surprisingly less than 5% deliver on it. We're a fiduciary and part of the 5%. We're bound to put your interests first. It guides how we hire, invest, advise, and innovate. No selling pressure, no commissions, no inflated promises, and no incomplete truths. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1616087506357-S3Q9WH1DBL6KHLB70Z3S/thenumbers-2021.jpg Our Team - OUR FIDUCIARY EXPERIENCE Our mission is to faithfully serve the financial pursuits of all people. We counsel you on more than investments including your estate, insurances, retirement, corporate benefits, and taxes. We're fee-only and our fees are competitive. We believe this standard of service shouldn't cost more. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1523831323757-0QAJREV3B42F3LO5DKCB/banner_ensemble.png Our Team - AN ENSEMBLE You have access to a comprehensive team of credentialed, financial experts across multiple financial disciplines. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1616038095641-CWRXBVIKQI714QYM5YVB/banner_innovations-2021+copy.jpg Our Team - MODERN INNOVATIONS We have access to the most tested technologies and custodians available to plan, execute, and safeguard your money. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1523831338674-8849A8AF7S4FEO6HO85F/banner_oregon.png Our Team - PORTLAND BASED We're locally grown and investing in the future of Greater Portland through events, employee education, and philanthropy. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/2efd767f-3d22-41bb-9300-052278e2d246/managed-assets-human-investing-2025.png Our Team - TRUSTED BY MANY We manage over $1.8 billion in total assets and partner with like-minded individuals, families, and businesses. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f4024f96-f239-4f98-9721-74183d37a665/human-investing-careers.jpg Our Team - CAREERS AT HUMAN INVESTING Join our growing Wealth Advisory, Workplace Advisory, and Access teams. https://www.humaninvesting.com/450-journal daily 0.75 2026-03-05 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1586366928473-XRSWJFMUVGY1ECP7BI87/journal-background.jpg Human Investing Blog https://www.humaninvesting.com/450-journal/oil-prices-and-the-economy monthly 0.5 2026-03-06 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ef4f98b9-0350-4651-be42-68e8cd4727a4/oil-prices-and-the-economy.jpg Human Investing Blog - Oil Prices and the Economy: What History Suggests - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/4350d8f6-f94a-4756-8d9c-fc78b7095716/oil-prices-economic-stress.jpg Human Investing Blog - Oil Prices and the Economy: What History Suggests - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/bc6d32b0-dbe3-45b7-8dc3-ceec446414ce/gasoline-spending-household-income.jpg Human Investing Blog - Oil Prices and the Economy: What History Suggests - Make it stand out Shaded areas indicate U.S. recessions. Source: U.S. Energy Information Administration, Bureau of Economic Analysis, Federal Reserve Bank of St. Louis https://www.humaninvesting.com/450-journal/the-nike-guide-to-building-sustainable-wealth monthly 0.5 2026-02-27 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f24e878b-3d3e-4d9f-b589-f1bb23d45e4e/nike-hierarchy-pyramid-2026.jpg Human Investing Blog - The Nike Guide to Building Sustainable Wealth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/esg-investing-aligning-your-money-with-your-values monthly 0.5 2026-02-24 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ae8546b4-2af3-4ce4-9c64-01e53d249b23/esg-investing-2026.png Human Investing Blog - ESG Investing: Aligning Your Money With Your Values - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c2a493aa-be76-484d-8e4f-1ca92e65dbcc/esg-returns.jpg Human Investing Blog - ESG Investing: Aligning Your Money With Your Values - Make it stand out Data courtesy of YCharts. From 1/1/2019 to 12/31/2025, Vanguard ESG US Stock ETF (ESGV) delivered similar returns to Vanguard’s Total Stock Market Index Fund ETF (VTI), while also experiencing higher volatility due to a heavier tech concentration. Past performance is not indicative of future results. https://www.humaninvesting.com/450-journal/i-hope-youre-wrong monthly 0.5 2026-03-05 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/073b67c6-a4a3-4911-9899-08b138611704/crystal-ball-stock-market.jpg Human Investing Blog - I Hope You’re Wrong: Why Being Right Can Be More Dangerous Than Being Wrong - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/fd32f397-87e4-464a-98c9-bd2e5823835c/FANFCVDXsAE0zFJ.jpg Human Investing Blog - I Hope You’re Wrong: Why Being Right Can Be More Dangerous Than Being Wrong - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/our-2026-economic-outlook-and-key-topics monthly 0.5 2026-02-06 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/47536eb2-a0e9-41b2-9799-8e3ef3564f80/human-investing-2026-economic-outlook.jpeg Human Investing Blog - Our 2026 Economic Outlook and Key Topics to watch - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/49f5a698-bb48-4d69-ae01-7a3d9abf692a/table-1-sp-500-returns.jpg Human Investing Blog - Our 2026 Economic Outlook and Key Topics to watch - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/b455253c-24e5-4bb8-bd74-93a2f983de76/table-2-10-year-predictions.jpg Human Investing Blog - Our 2026 Economic Outlook and Key Topics to watch - Make it stand out The return expectations shown above are derived from publicly available third-party capital market outlooks and represent long-term estimates, not predictions or guarantees. These assumptions are not specific to any individual investor, do not reflect advisory fees, taxes, or other costs, and may differ materially from actual future market results. [1] Vanguard, Vanguard Capital Markets Model Forecasts, January 22, 2026 [2] Schwab, What’s the 10-Year Outlook for Major Asset Classes?, June 6, 2025 [3] Fidelity, Capital Market Assumptions: A Comprehensive Global Approach for the Next 20 Years, August 2023 [4} BlackRock, Capital Market Assumptions, November 13, 2025 https://www.humaninvesting.com/450-journal/ai-boom-not-dot-com-bubble monthly 0.5 2026-02-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1840ece7-9183-49d1-bc5c-f76159282b3e/AdobeStock_566982428.jpeg Human Investing Blog - 3 Reasons Why the AI Boom Is Not the Dot-Com Bubble - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3b9ad614-5f8c-43ff-afc2-7610ff5c09cb/Will+Blog+AI+Bubble.png Human Investing Blog - 3 Reasons Why the AI Boom Is Not the Dot-Com Bubble https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/39ece5c3-efb7-4b5e-8e84-3c2570a46ac4/AI+BUBBLE+CSI-3.png Human Investing Blog - 3 Reasons Why the AI Boom Is Not the Dot-Com Bubble - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/irs-increased-contribution-limits-2026 monthly 0.5 2026-02-09 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/adcfbb8b-0075-4c70-aa9f-7e368d7bcc87/Marketing+Slide+Deck+Material-9.jpg Human Investing Blog - The IRS has Increased Contribution Limits for 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c4fe93f3-a4f6-461a-bd5b-dc86dcc1606b/signature-your+hi+team-no+names.png Human Investing Blog - The IRS has Increased Contribution Limits for 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/if-you-fail-to-plan-you-are-planning-to-fail monthly 0.5 2025-12-15 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1593624228135-GAL66OSURLDC2X2VT27W/Screen+Shot+2020-06-30+at+6.32.21+PM.png Human Investing Blog - "If You Fail to Plan, You Are Planning to Fail" Note: This is for illustrative purposes only. Investment returns, interest rates, and loan periods will vary. https://www.humaninvesting.com/450-journal/401k-contribution-limits-and-catch-up monthly 0.5 2025-11-14 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/7540a04a-a9fa-404a-8ef5-86cccd1fd7a4/AdobeStock_236309547.jpeg Human Investing Blog - What The New IRS Rule Means For Plan Sponsors & Workers Over 50 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/prioritizing-long-term-retirement-savings monthly 0.5 2026-02-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/6fe44cbf-46e4-42a3-9583-ce4f1565d7c3/HiarchyDollar.png Human Investing Blog - Prioritizing Long-Term Retirement Savings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/rolling-a-401k-account-into-an-ira monthly 0.5 2025-10-13 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1758735148226-QLAJIS8MMATRMTMLSHBA/unsplash-image-QozzJpFZ2lg.jpg Human Investing Blog - Rolling a 401(K) Account Into an IRA: Why You Shouldn’t Abandon Your Old Companies’ Retirement Plans (Updated for 2025) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/be492515-b67d-48cc-bd08-360ed7c5d74f/Slide1.png Human Investing Blog - Rolling a 401(K) Account Into an IRA: Why You Shouldn’t Abandon Your Old Companies’ Retirement Plans (Updated for 2025) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/your-settlement-5-financial-steps monthly 0.5 2025-10-13 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1759160332179-CU8K308Y07MPRLQVC3ZK/AdobeStock_328891334.jpeg Human Investing Blog - Managing Your Settlement Wisely: 5 Financial Steps to Turn a Payout into Peace, Purpose, and Generational Wealth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/39b3d96c-dd8a-43ea-8b97-6f7d5381f5bf/signature-your+hi+team-no+names.png Human Investing Blog - Managing Your Settlement Wisely: 5 Financial Steps to Turn a Payout into Peace, Purpose, and Generational Wealth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/the-risk-of-holding-cash monthly 0.5 2025-12-01 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/afc95e72-9592-4185-b5fd-1d2dcc31694a/AdobeStock_263089088.jpeg Human Investing Blog - The Risk of Holding Cash - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/351bb454-e9cd-4da7-a8f6-f8f2bf9797a9/RiskOfCash-2.jpg Human Investing Blog - The Risk of Holding Cash - Make it stand out Table 1 Source: Ycharts https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3e333ffa-42fb-444d-9c4e-8c70a49d2029/RiskOfCash-1.jpg Human Investing Blog - The Risk of Holding Cash - Make it stand out Table 2 This graph is for illustrative purposes only. Past performance is no guarantee of future results. Data sources: Health Care Costs, CMS.gov; Portfolio returns, CFA Institute (SBBI®) https://www.humaninvesting.com/450-journal/2026-tax-smart-philanthropy monthly 0.5 2025-09-29 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1758134226249-HR4Q8N8RJDXV9NJ7ZO7A/AdobeStock_296308871.jpeg Human Investing Blog - Tax-Smart Philanthropy: How OBBBA Could Shape Giving in 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/4248f143-0b18-46cd-b171-aaff305ef7b3/Charitable.png Human Investing Blog - Tax-Smart Philanthropy: How OBBBA Could Shape Giving in 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/rebalancing-why-it-matters monthly 0.5 2025-10-22 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1758147632369-09HB2LCTMHPPAUNQQO86/AdobeStock_546256634.jpeg Human Investing Blog - Rebalancing – What is it, and Why Does it Matter? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/find-your-small-business-retirement-plan monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/e0f5969e-6a81-4b63-9a4e-3febdad12a1c/AdobeStock_219258775.jpeg Human Investing Blog - Find a Dependable Retirement Plan for Your Small Business - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c755f224-362a-426a-9a4d-cab97fa37209/Small+Business+Retirement+Plan+Options+2023.jpg Human Investing Blog - Find a Dependable Retirement Plan for Your Small Business Source: Vanguard https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/39b3d96c-dd8a-43ea-8b97-6f7d5381f5bf/signature-your+hi+team-no+names.png Human Investing Blog - Find a Dependable Retirement Plan for Your Small Business - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/2018/8/13/how-financing-your-vacation-with-your-401k-will-cost-more-than-you-think monthly 0.5 2025-12-15 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/41ac92af-9afe-42a2-b33a-cacb632b5adc/AdobeStock_236676726.jpeg Human Investing Blog - The Dangerous Reality Of Using Your 401k To Finance Your Vacation https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/5e55ae0e-c5e9-4c66-92ce-29c99c1661f1/401kExample30Year-4.jpg Human Investing Blog - The Dangerous Reality Of Using Your 401k To Finance Your Vacation - Make it stand out This graph is for illustration purposes only. It highlights the impact a loan has on an individual’s retirement balance and monthly retirement income after 30 years of investment growth during working years (assuming 7% annual market return and annual contributions of $7,500) and 30 years of income through retirement (assuming 4% rate of return). 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FAFSA guide for high school sophomores, juniors, and seniors: Critical To-Dos and Helpful strategies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/2023-q4-economic-update-labor monthly 0.5 2024-11-19 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/06879dfe-9bd3-4e0a-b18f-9deb67a94394/AdobeStock_558636791.jpg Human Investing Blog - 2023 Q4 Economic Update: Labor’s impact on the economy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/e98da922-c7d5-476a-a23f-c67095565395/chart-1-labor-force.jpg Human Investing Blog - 2023 Q4 Economic Update: Labor’s impact on the economy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/87db6812-f07b-4802-95b2-6a1eed32feb0/chart-2-birth-rates.jpg Human Investing Blog - 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The IRS Has Increased Contribution Limits for 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c4fe93f3-a4f6-461a-bd5b-dc86dcc1606b/signature-your+hi+team-no+names.png Human Investing Blog - The IRS Has Increased Contribution Limits for 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/savvy-strategies-for-home-buying monthly 0.5 2023-10-27 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/27985cff-a302-45ba-aa6a-5311536f4b13/for-sale.jpg Human Investing Blog - Savvy strategies every homebuyer should know in a competitive market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/fafsa-changes-2023 monthly 0.5 2024-12-30 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/cebd5cf8-692b-4fb2-ae0f-a1c413c700dc/AdobeStock_398035941.jpg Human Investing Blog - The FAFSA is getting retooled this winter: Everything you need to know - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/39b3d96c-dd8a-43ea-8b97-6f7d5381f5bf/signature-your+hi+team-no+names.png Human Investing Blog - The FAFSA is getting retooled this winter: Everything you need to know - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/q3-2023-economic-update monthly 0.5 2024-01-22 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/acbb12fb-b376-4e82-ad2f-f84601cff281/image-asset.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/9a5d5250-370b-4ec2-86c3-61bc50c0cfa6/Q3-Update-Job-Market.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/6230a7a7-d861-453f-89de-298d2c9888d7/Q3-Update-Rate-Hikes.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/041e1897-fe15-45f7-a560-8f9cf6b61506/Q3-Update-SP-500-Earnings.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/b436f0c9-668d-4750-97cd-2a857489a671/q3-sp+500-average-returns.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Source: Data for this paragraph is based on using IVV (iShares Core S&P 500 ETF) holdings. Positions were all verified to be held 12/30/2022 and 8/24/2023 to ensure consistency of constituents. Average returns assumes equal weighting of the positions. Top 10 holdings are based on 8/24/2023 weighting: AAPL, MSFT, AMZN, NVDA, GOOGL, GOOG, META, BRK.B, TSLA, UNH. Jan-Aug performance data courtesy of YCharts as of 8/31/2023 market close. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a92bf206-3722-4976-a0f7-08c4efc7f3bf/sp500-ytd.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/5fedc7d4-f813-46c5-82a1-3890f7892446/q3-update-equities-ytd-2023.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Source: All data courtesy of YCharts. Assumes S&P 500 for US Large, S&P 400 for Mid, S&P 600 for Small, and S&P 1500 for Total Market (blend for all). Uses Value & Growth versions of benchmarks respectively. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/8bc3c8c5-9c67-4eb5-8fed-f29841c5c2eb/q3-sp+500-average-returns-2022-2023.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ff7ce9d3-ad93-418d-88f1-2a6607326f02/q3-update-equities-10-years.jpg Human Investing Blog - 2023 Q3 Economic Update: What’s behind the market rally - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/nke-nike-stock-earnings-valuation-q3-2023 monthly 0.5 2023-09-20 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/64286b0e-15a1-44dd-bb2b-fe094378781d/NKE-Swoosh.gif Human Investing Blog - Should I sell my Nike stock now or wait? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/464472a8-dcd2-4eae-856b-8086e82a341a/nke-evaluation-2023.jpg Human Investing Blog - Should I sell my Nike stock now or wait? - Make it stand out Note: All data courtesy of YCharts as of: 9/15/2023 https://www.humaninvesting.com/450-journal/nike-stock-choice-the-11-questions-2023 monthly 0.5 2024-07-29 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a2b9585b-1f83-420a-bd2f-eb8f46623032/nike-stock-choice-background-grid-01-01.jpg Human Investing Blog - Nike Stock Choice: The 11 Questions to Answer Before Making Your Decision - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/00ba25e5-9e88-4c65-954b-d3dc6e241b58/banner-to-link-2023-stock-choice.jpg Human Investing Blog - Nike Stock Choice: The 11 Questions to Answer Before Making Your Decision - GET YOUR OWN COMPLEMENTARY SCORE If you or anyone you know is interested in receiving their own Stock Choice score sign up below. https://www.humaninvesting.com/450-journal/ultimate-tax-guide-for-nike monthly 0.5 2023-07-31 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1e89dc50-a3a0-4b69-823a-5fb0a77339ec/nike-taxes-guide.jpg Human Investing Blog - The Ultimate Guide to Navigating and Lowering Taxes for Nike Execs and Leaders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/904288f9-3b26-4fc0-8d0b-131df350c947/supplemental-pay-taxes-nike.jpg Human Investing Blog - The Ultimate Guide to Navigating and Lowering Taxes for Nike Execs and Leaders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/us-treasuries-versus-bank-cds monthly 0.5 2023-05-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c95ab333-8206-4080-a179-4abcfb3d1655/AdobeStock_350144468.jpeg Human Investing Blog - Should I Invest in US Treasuries or CDs From My Bank or Credit Union? What are the differences? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/economic-update-q2-2023 monthly 0.5 2023-04-25 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/49e4082a-ecef-4211-83fe-c647f13a3ae0/yield-curves.jpg Human Investing Blog - Economic Update From Human Investing: Yield Curves - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c490daed-162b-48db-ba91-3b4ee70e753d/yield-curve-example.jpg Human Investing Blog - Economic Update From Human Investing: Yield Curves - Make it stand out Wall Street Journal, Bonds & Rates: Yield Curve, April 25, 2023 https://www.humaninvesting.com/450-journal/planning-for-your-childs-oregon-education monthly 0.5 2024-12-30 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1678816406651-CLPRUSP1IO99Z52C7BGN/unsplash-image-c0rplvWqyZk.jpg Human Investing Blog - 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Retirees, here’s how the Secure Act 2.0 can positively impact your RMDs and retirement plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/6ad67114-c5d0-4d5d-adc7-5f1f299cbe69/Secure+Act+RMD+Ages.jpg Human Investing Blog - Retirees, here’s how the Secure Act 2.0 can positively impact your RMDs and retirement plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/9f5279e0-3467-484c-a145-561c3e578623/reitrement-milestones-2023-v2.jpg Human Investing Blog - Retirees, here’s how the Secure Act 2.0 can positively impact your RMDs and retirement plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/quarterly-economic-update-from-human-investing-q123 monthly 0.5 2023-02-03 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/701870ec-6812-4f9f-bae8-0617501e1e1e/crystal-ball-eocnomy.jpg Human Investing Blog - Quarterly Economic Update from Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a395a0d1-09c6-4148-8133-4e80fa0aa619/Chart+1.001.jpeg Human Investing Blog - Quarterly Economic Update from Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ed01141a-e9b8-4512-8dfa-512f0895941b/Q1+2023+Bigger.002.jpeg Human Investing Blog - Quarterly Economic Update from Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a76ffb03-534a-42e9-bb33-1a11bf03fdb6/Q1+2023+Bigger.003.jpeg Human Investing Blog - Quarterly Economic Update from Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/charts-of-the-year-2022 monthly 0.5 2023-01-05 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ab09adcc-815b-4aec-88a3-696699adbbe1/Chart+1+-+SP+500+gains+and+losses.jpg Human Investing Blog - 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Charts of the Year 2022 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/9fa6a894-e5ce-42f3-a808-1bc01f9b13ec/Chart+7+-+FTX+Valuation.jpg Human Investing Blog - Charts of the Year 2022 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/0012971c-52f3-4836-a17c-25769664b449/signature-your+hi+team-no+names.png Human Investing Blog - Charts of the Year 2022 https://www.humaninvesting.com/450-journal/latest-tax-updates-2023 monthly 0.5 2023-02-09 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a93bcd20-b1a5-403c-b01b-eda879949ff8/2023-Standard-Deduction.jpg Human Investing Blog - 2023 Tax Updates: Brackets and Rates Adjusted to Hedge Against Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/955be14e-2269-445d-80b1-a16a1579820b/2023-federal-income-tax-brackets.jpg Human Investing Blog - 2023 Tax Updates: Brackets and Rates Adjusted to Hedge Against Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1add9648-e0c9-4f0e-95e1-0203740b4ce7/martin-angela-example.jpg Human Investing Blog - 2023 Tax Updates: Brackets and Rates Adjusted to Hedge Against Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/2a2f9747-72f4-49dd-921a-7eb33f1c5b28/2023+Taxable+Income+Example+v1.jpg Human Investing Blog - 2023 Tax Updates: Brackets and Rates Adjusted to Hedge Against Inflation - STEP 1: CALCULATE MARTIN AND ANGELA’S TAXABLE INCOME. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ae184cd4-e022-41ef-b03e-667cb91d8f0b/2023+Taxable+Income+Example+Step+2+v2.jpg Human Investing Blog - 2023 Tax Updates: Brackets and Rates Adjusted to Hedge Against Inflation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/39b3d96c-dd8a-43ea-8b97-6f7d5381f5bf/signature-your+hi+team-no+names.png Human Investing Blog - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/tax-loss-harvesting monthly 0.5 2023-08-30 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/b904c045-37ad-4d14-a749-643e038c68de/tax-loss-harvesting.jpg Human Investing Blog - How to Turn Your Investment Loss Into a Tax Gain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1d8931cf-1de7-4bed-ad81-106477ad3e4b/tax-loss-harvesting-example.jpg Human Investing Blog - How to Turn Your Investment Loss Into a Tax Gain - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/2020/11/11/how-much-money-are-you-saving-by-living-with-your-parents-wtjcd monthly 0.5 2025-10-27 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1605241584388-XQZI57A2VCAWYXRRC8FL/sophia%2Bat%2Bhome%2B1%2Bhi.jpg Human Investing Blog - How Much Money are you Saving by Living With Your Parents? Doodle credit: Rachelle Locey https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1605241723787-VC0C6YC9ZHIP97Y7B2KL/sophia%2Bat%2Bhome%2B2%2Bhi.jpg Human Investing Blog - How Much Money are you Saving by Living With Your Parents? - LET THE SAVINGS BEGIN If Sophia were not living at home, she would be spending $1,100 a month in housing expenses. After 12 months of living at home, she could save $13,200 that would have ‘normally’ been spent on her rent, wifi, utilities, and parking. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1605117125562-CCAPXXALDVWBLU4C5OOY/Sophia+at+home+3.png Human Investing Blog - How Much Money are you Saving by Living With Your Parents? - WHERE SHOULD SHE PUT THIS EXTRA CASH? Sophia is comforted by these additional savings in her bank account today. She remembers her economics teacher explain inflation, the stock market, and compounding interest. Now what is a girl to do? https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1605243186863-CS0IU3OK9MR4BJUTWD8O/Sophia%2Bat%2Bhome%2B4%2Bhi.jpg Human Investing Blog - How Much Money are you Saving by Living With Your Parents? https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/fed521e5-b070-49ab-9647-0b77a67a71a0/Blog+Graph.jpg Human Investing Blog - How Much Money are you Saving by Living With Your Parents? **This chart assumes a 7% annualized growth for her investment over time. The 7% is based on historical data of S&P500 returns. ** https://www.humaninvesting.com/450-journal/market-commentary monthly 0.5 2022-09-28 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/5e89f586-244a-4bc4-a300-ca71e8a47300/AdobeStock_298160661.jpeg Human Investing Blog - The Market, Economy, and Implications from Our CEO - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/windfall-j53xm monthly 0.5 2026-01-22 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ae4b1d18-eaa3-4558-ac9d-5c669a4d87ba/windfall-what-to-do.jpg Human Investing Blog - How to Make the Most of Your Windfalls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/gen-z-are-you-ready-to-start-investing monthly 0.5 2025-05-14 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/8bc96c1a-3f11-4067-bb50-cfc93ee54cf3/the-maze.jpg Human Investing Blog - Ready to Invest? 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One of the loans she received was a Pell Grant. According to Biden’s plan, Maria will only have $5,000 left to repay starting in January 2023. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/fc089fd9-b1a5-449e-a864-2e1e3ba6ce57/andrewandmonica.jpg Human Investing Blog - Student Loan Forgiveness: What's Next? - ANDREW & MONICA, AGE 43 Andrew and Monica are a married couple. Together, they carry $40,000 in student loan debt and make a combined income of $260,000 per year. Due to their income, they are ineligible to receive student loan debt forgiveness and will need to resume their repayments starting in January 2023. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/bcc8d7f6-5e39-45f3-88ff-64ba7287b937/sean.jpg Human Investing Blog - Student Loan Forgiveness: What's Next? - SEAN, AGE 35 Sean graduated in 2017 with $8,000 in student loan debt and currently makes $75,000 per year. All of Sean’s student loans are canceled, with no repayments resuming in January 2023. https://www.humaninvesting.com/450-journal/new-electric-vehicle-p9egr-wadbw monthly 0.5 2022-08-24 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ee80e2d8-e8dc-4781-83d2-cdd01fd6ad60/HD-wallpaper-rivian-r1s-2020-electric-suv-exterior-front-view-new-green-r1s-rivian.jpg Human Investing Blog - In the Market for a New Electric Vehicle? 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Start Investing in their Financial Independence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/2021/10/11/charts-of-q2-2022-WCJzE monthly 0.5 2022-07-08 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/8f21f6ac-bdd7-43d6-b36a-a9f2eedd5a55/chart-1-fed-raise-hike.jpg Human Investing Blog - Charts of Q2 2022 - Make it stand out Source: Morningstar https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f7c78983-4710-4ec6-982e-a3328c1a8cbf/chart-2-market-downturns-returns.jpg Human Investing Blog - Charts of Q2 2022 - Make it stand out Source: CFA Institute https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/902c2bb4-8a2b-4095-8470-58bdedfcc503/chart-3-google-trends-recession.jpg Human Investing Blog - Charts of Q2 2022 - Make it stand out Source: Google https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/65517316-45b9-4f83-8272-278cca84e343/chart-4-rise-of-cash.jpg Human Investing Blog - Charts of Q2 2022 - Make it stand out Source: A Wealth of Common Sense https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ec965355-f0c9-4558-b025-b06a73422418/chart-5-mortage-payments.jpg Human Investing Blog - Charts of Q2 2022 - Make it stand out Source: Redfin https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1634074498447-YSWNBCB4ZFLKYZZTQZT7/signature-HI+Team-401k-2021+copy.png Human Investing Blog - Charts of Q2 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/is-inflation-affecting-your-investments monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d2b2c6fa-d17e-4e1f-891b-debe4d86b217/neonbrand-SvhXD3kPSTY-unsplash.jpg Human Investing Blog - Is Inflation Affecting your Investments? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/is-it-time-to-sell-your-home monthly 0.5 2022-08-03 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a20d936c-c2ce-4224-9294-96da00d6bdef/chris-orcutt-DmEX6_oQI-U-unsplash.jpg Human Investing Blog - Section 121 Exclusion: Is it the Right Time to Sell Your Home? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/e4ff1fb1-b432-4236-97c1-341ff7a32273/section-121-qualifications.jpg Human Investing Blog - Section 121 Exclusion: Is it the Right Time to Sell Your Home? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/33f3bb25-84d5-4995-8934-a464aab04070/nicole-121-example-01+v3.jpg Human Investing Blog - Section 121 Exclusion: Is it the Right Time to Sell Your Home? - EXAMPLE #1: SINGLE-FILING TAXPAYER Jordan purchased a home in 2016 for $350,000 and sold it in 2022 for $560,000. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3d4ee866-7982-41c9-9168-5e3aad8efa94/nicole-121-example-02+v2.jpg Human Investing Blog - Section 121 Exclusion: Is it the Right Time to Sell Your Home? - EXAMPLE #2: COUPLE FILING TAXES JOINTLY Marta and Paul purchased a home in 1999 for $350,000 and sold it in 2022 for $1,000,000. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/29bd20b7-d986-4f91-8d1b-c56924d24422/nicole-121-example-03-V3.jpg Human Investing Blog - Section 121 Exclusion: Is it the Right Time to Sell Your Home? - EXAMPLE #3: VACATION HOME TURNED TO A PRIMARY RESIDENCE Samuel and Taylor bought a vacation home on the coast in 2010 for $300,000. They used the home as a vacation home for the first 10 years, and then converted it to their primary residence in 2020. Samuel and Taylor would like to sell their home at some point in 2022 for $500,000. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/fedf2b35-da61-4a5c-8d64-d1b01b180b06/nicole-121-example-04-V2.jpg Human Investing Blog - Section 121 Exclusion: Is it the Right Time to Sell Your Home? - EXAMPLE #4: HOMEOWNERS TURNED TO LANDLORDS Miguel and Jasmine purchased their primary home in 2012 for $500,000. They moved out of the home and started renting it in 2020. They sold their home for $1,000,000 in 2022. https://www.humaninvesting.com/450-journal/payback-periods-how-long-to-make-your-money-back monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3681ef6d-e0aa-42cf-ba3d-4f834e4b6999/gladhill-payback-chart1-v3+copy.jpg Human Investing Blog - Payback Periods: How long to Make your Money Back? - Make it stand out Source: CFA Institute https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/0241b981-3d50-45a6-8a54-8fba7315e982/gladhill-payback-chart2-v3.jpg Human Investing Blog - Payback Periods: How long to Make your Money Back? - Make it stand out Source: CFA Institute https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/7820c74c-9910-40ca-8569-2d05c7facea4/gladhill-payback-chart3-v3.jpg Human Investing Blog - Payback Periods: How long to Make your Money Back? - Make it stand out Source: CFA Institute https://www.humaninvesting.com/450-journal/dos-and-donts-of-a-bear-market-79l4c monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/af53ca07-fccc-4308-8c16-789b38068bcd/Do%27s%26don%27ts.jpg Human Investing Blog - Do's and Dont's of a Bear Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/497d9bcf-16e3-41fa-8ca6-0cbf0528c371/quote-01.png Human Investing Blog - Do's and Dont's of a Bear Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/investing-101-dividends monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/bcd2186c-423a-48c0-823f-8defb925b6a0/bearpaw-products-nMpMO6_0VPg-unsplash.jpg Human Investing Blog - Investing 101: How Dividends Work - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3d24c421-1d43-4735-9ec5-f0b1ec91d06c/dividend+payouts.jpg Human Investing Blog - Investing 101: How Dividends Work - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/portland-metro-tax monthly 0.5 2022-08-03 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646773329811-G8IGIP6KN5QV41TEWK46/unsplash-image-6WP7Jv8vl4Q.jpg Human Investing Blog - High-income Portland/Metro area residents, have you paid your 2021 local taxes yet? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/adadb1e2-f85b-484e-a33e-c2c68245a366/turbotax-example-v2.jpg Human Investing Blog - High-income Portland/Metro area residents, have you paid your 2021 local taxes yet? - FINDING YOUR TAXABLE INCOME IN TURBOTAX 1. Login and find the Documents tab. 2. Download your tax PDF. Scroll to the bottom of the PDF for the Oregon return. 3. Find your 2021 Form OR-40. Line 19 includes your total taxable income. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/549df43c-595f-4802-9051-788a97d46b63/kelsey.jpg Human Investing Blog - High-income Portland/Metro area residents, have you paid your 2021 local taxes yet? Preschool For All Tax: $0 because her income is below the $125,000 threshold for individual taxpayers. Portland Metro Tax: $0 because her income is below the $125,000 threshold for individual taxpayers. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/111483d1-e540-40a1-acf5-41986ae460d0/martin-angela-local-taxes.jpg Human Investing Blog - High-income Portland/Metro area residents, have you paid your 2021 local taxes yet? Preschool For All Tax: $6,000. Tier 1: $400,000 - $200,000 = $200,000 of taxable income. $200,000 x 1.5% = $3,000 Tier 2: Then, $500,000 - $400,000 = $100,000 of additional taxable income. $100,000 x 3% = $3,000 Portland Metro Tax: $3,000. $500,000 - $200,000 = $300,000 of taxable income. $300,000 x 1% = $3,000 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/dd8e6bd3-381b-4809-8541-7a8ba69b20ba/manuel-wide.jpg Human Investing Blog - High-income Portland/Metro area residents, have you paid your 2021 local taxes yet? Preschool for All Tax: $0 because they are not a Multnomah County resident. Portland Metro Tax: $350. $160,000 - $125,000 = $35,000 of taxable income above the threshold. $35,000 x 1% = $350 https://www.humaninvesting.com/450-journal/war-and-the-market monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/e9ae2165-c2b9-46bc-a00d-5e6f00de3157/Newsletter+Table.jpg Human Investing Blog - War and the Market: What Does History Teach Us? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/i-bonds monthly 0.5 2022-03-17 https://www.humaninvesting.com/450-journal/2021/10/11/charts-of-q4-2021 monthly 0.5 2022-07-05 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/7a1c9a89-3e41-4525-9733-993c3d665542/Q4-social-security-2022-chart.jpg Human Investing Blog - Charts of Q4 2021 - Make it stand out Source: Lance Lambert https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/748a7180-c41c-4cfc-b898-4784f84dbb9b/Q4-sp-500-all-time-high-chart.jpg Human Investing Blog - Charts of Q4 2021 - Make it stand out Source: Charlie Bilello https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d39f1a48-cd9a-41ec-aa5c-5c453c379f3a/Q4-sp-500-top-six.jpg Human Investing Blog - Charts of Q4 2021 - Make it stand out Source: @Sean_YCharts https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/500425bf-4598-41a7-8bb2-47d0d1845471/q4-peleton-zoom-sp-500.jpg Human Investing Blog - Charts of Q4 2021 - Make it stand out Source: @Sean_YCharts https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/ed3a45b6-f7fc-48a0-90a0-306f132243fd/q4-inflation.jpg Human Investing Blog - Charts of Q4 2021 - Make it stand out Source: The New York Times https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1634074498447-YSWNBCB4ZFLKYZZTQZT7/signature-HI+Team-401k-2021+copy.png Human Investing Blog - Charts of Q4 2021 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/2021/8/24/medicare-must-knows-when-turning-65 monthly 0.5 2024-12-30 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/303a0db0-7753-42db-8832-2fc8af69ed7a/medicare-part-b-2022.jpg Human Investing Blog - Medicare Must Know's When Turning 65 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/6a3c5220-1631-4fd5-b6b0-4531aff5d6ac/signature-HI+Team-no-faces.png Human Investing Blog - Medicare Must Know's When Turning 65 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/450-journal/is-a-roth-ira-the-right-account-for-you monthly 0.5 2022-08-03 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1627499389190-2PRNRLRX62RNYG7V72J3/nicole-roth-ira.jpg Human Investing Blog - Is a Roth IRA the right account for you? 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Nike https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1703806248001-9WR09OF7PUL5779OEQJT/nike-tornado.jpg Financial Planning for Nike https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d0cd2288-6840-4523-a265-90727db5b17c/financialplanning-by-hi-black.png Financial Planning for Nike https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1622846178014-5XPMSF7RYMVMAMO9YYMI/11-benefits.jpg Financial Planning for Nike - ACTIVATE YOUR BENEFITS TODAY Did you know that you’re entitled to some of the best employee benefits in the world? Through financial planning, we can give you the assurance that each of your benefits is working just as hard as you are. For more than two decades, we've partnered with like-minded individuals and families. Below are eleven benefits that have played unique roles in serving their financial pursuits.benefits today https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/36e1eb54-325f-4c52-b471-4eeee7404453/nike-services-integrated-plan.jpg Financial Planning for Nike - BUILD AN INTEGRATED FINANCIAL PLAN Our process is straightforward: 1. We listen to who you are and what you're pursuing. 2. We’ll present you a personalized plan across five primary financial categories. 3. We’ll implement and service your plan, adapting as your needs evolve. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c3041b80-069a-48c0-a7a2-574b964364f0/nike-services-concierge.jpg Financial Planning for Nike - WE’RE YOUR PERSONAL CONCIERGE We take on as many administrative aspects as possible to manage your benefits. We exercise options and stock sales, implement 401(k) investment changes, handle reimbursements for financial services, and remind you of important benefit dates. Our involvement increases accuracy, reduces your time spent, and helps you engage in your benefit plan in a greater way. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/cd646f9a-2045-4606-b9a7-2b3066fa3b4c/nike-services-advice.jpg Financial Planning for Nike - WE OFFER CLEAR AND PRACTICAL ADVICE When should I exercise my stock options? Can I afford to buy a bigger home? A vacation home? A bigger vacation home? What are my education funding options for my kids? My money is scattered in different places. How can I access it if I want to do something with it? https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/152e4d0f-39b5-4646-aa27-14d8657c57ee/partner-triangle-2025.jpg Financial Planning for Nike - WE WORK DIRECTLY WITH NIKE PARTNERS We have great working relationships with Fidelity and the Nike Executive Services group. If you’re coming from another company, we can assist in bringing your assets over. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/02b14327-2dc6-4a19-828a-dc5cbfd188e7/nike-services-transfer.jpg Financial Planning for Nike - WE’LL CONTINUE SERVING YOU NO MATTER WHERE YOU GO We’ve helped numerous executives continue their financial plans after Nike. No matter what role, company or city you head to, we’ll be your advisors. We’ll even help you negotiate the right salary and benefits package to ask for. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1596167260464-1E75F9NHR80IPKQXLEI3/marc-02.jpg Financial Planning for Nike MARC KADOMATSU, CFP®, ChFC®, CLU® | MANAGING PARTNER, DIRECTOR OF PRIVATE WEALTH ADVISORY Marc brings extensive experience in financial planning, executive benefit, estate, tax and insurance planning. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s a member of the Estate Planning Council of Portland and is the former President and Board Chair of the Financial Planning Association (FPA) of Oregon and SW Washington. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1741117661682-Z7B2TE2WPN6MT6SJXN2F/austin-02.jpg Financial Planning for Nike - Make it stand out AUSTIN PEARCE, CPA, CFP® | PARTNER, LEAD ADVISOR Austin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with experience in accounting and tax planning. He enjoys the teamwork and camaraderie of working with clients, and is committed to creating strategies that support their growth objectives. Working as a Service Advisor, Austin uses his experience and passion to benefit our clients on a daily basis. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1622846724853-07AJBN4PLG5M2GY62BJN/luke-02.jpg Financial Planning for Nike - Make it stand out LUKE SCHULTZ, CPA, CFP® | PARTNER, DIRECTOR OF TAX Luke empowers Nike employees to take control of their financial future through comprehensive and proactive tax planning. With a deep understanding of Nike's benefits, including 401(k) plan, Mega Backdoor Roth strategy, and Deferred Compensation Plan, Luke strategically integrates these powerful tools into your financial picture. He specializes in optimizing the tax implications of RSUs, NSOs, and ESPP, guiding individuals to make smart decisions. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/111ac01b-d4f2-406a-8e3d-cc2dcf5c3d83/alanna-02.jpg Financial Planning for Nike - Make it stand out ALANNA MAUCH | DIRECTOR OF CLIENT SERVICE Alanna serves at Human Investing by coming along side both clients and team members to smooth bumps in the road of paperwork, technology, and human communication. For her work at Human Investing, Alanna draws from her diverse experience in gerontological social work and business management. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1766436208261-8W5O0ZGQOVMKRYWJLPXZ/David-square.png Financial Planning for Nike DAVID ANDERSON, CFP® | ADVISOR David loves learning all about people and what drives their decisions. 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We answer the 7 most important financial planning questions facing Nike leaders today. https://www.humaninvesting.com/workplace daily 0.75 2026-01-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753898424662-C0I7SL962IDW740G93EM/pete.jpg Workplace Team EVE BELL, QKA Partner, Director of Workplace Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753898424662-C0I7SL962IDW740G93EM/pete.jpg Workplace Team EVE BELL, QKA Partner, Director of Workplace Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753898763091-Z00GS79JMCYA6HN8F5NV/marc.jpg Workplace Team ANDREW NELSON, AIF, MBA CEO https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753898863166-WETX9F2FOSEBO0VA4B5E/cort-02.jpg Workplace Team CORT MORRIS Workplace Advisory Admin & Participant Education https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753899452480-1IWT6YWJ7LWTXZBD24KP/drayton-2023.jpg Workplace Team DRAYTON CARLBERG, CFP® Partner, Lead Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753902283128-87VOBAVXIK0I1VCXE0F6/Robin.jpg Workplace Team ROBIN DONOVAN Associate Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1762891417124-6TVMRWXD3MIH2KQTYFXK/Robin.jpg Workplace Team REBECCA ROHLEDER Retirement Plan Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1762891558661-DFV60BTEFUTLUQ2EG02X/Robin.jpg Workplace Team MITCH CHILCOTT Workplace Education Advisor https://www.humaninvesting.com/tax-advantage daily 0.75 2025-10-06 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1759621859860-II7V54O8V2J48XN55STJ/new_flag_title.png Tax Advantages - 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When to start 2. How much income a person should defer 3. Which investments to place money into 4. 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When to start 2. How much income a person should defer 3. Which investments to place money into 4. 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Our team is involved in both the implementation and monitoring phase. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610877924990-0Y2ZM28LFHN82LDMR1QS/comp-education.jpg For Employers | Human Investing - EMPLOYEE EDUCATION & FINANCIAL WELLNESS We are dedicated to improving the financial literacy of all employees by offering one-on-one consultations, group meetings, and ongoing content and tools for participants. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610877984754-S365THFOLMAOVIS6R2LQ/comp-vendor.jpg For Employers | Human Investing - VENDOR MANAGEMENT & PLAN BENCHMARKING We create a sustainable process around managing all vendors and ensuring that your plan is benchmarked to your peers every three years. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610878032962-BAXD6CF1LHSCMQCAGNP7/comp-compliance.jpg For Employers | Human Investing - REGULATORY COMPLIANCE & OVERSIGHT We turn plan oversight into a proactive process by creating a fiduciary file, compliance calendar, investment policy statement and committee chart. Additionally, we regularly review fees, policies, and existing practices. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1612168960265-L4XNPZ6MQ2RTAAFV7RAO/we-need-comprehensive-support-v2.jpg For Employers | Human Investing - SEE ALL OUR SOLUTIONS We customize retirement plans of all shapes and sizes to fit your company needs. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1612168978807-39PEXV5NDNO0A0PELSEJ/we-need-employee-education-v2.jpg For Employers | Human Investing - IMPROVE EVERYONE’S FINANCIAL IQ We can come alongside your current vendors and implement a financial wellness program. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610909911290-9Y4TX9RGJNXX2GGQD4EU/employee-group.jpg For Employers | Human Investing - GROUP MEETINGS & PRESENTATIONS We give customized presentations to explain the features of your unique retirement plan. Topics include retirement readiness, ROTH accounts, creating a budget, and goals-based planning. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610910875439-JDIJIKIBISIDQACWKLCF/employee-FA-2.jpg For Employers | Human Investing - DIRECT ACCESS TO FINANCIAL ADVISORS We provide your employees a direct phone number and email address to contact our team. We enjoy this type of ad-hoc correspondence in addition to scheduled meetings. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610909932313-GZ5PPRMNMF0AECSOZU5D/employee-1on1.jpg For Employers | Human Investing - ONE-ON-ONE MEETINGS This is a safe place for employees to ask questions about their specific financial landscape. We can address life changes like marriage, growing a family, inheriting assets, or taking on more debt. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/9dee8e43-675a-4ac8-9fd2-4157b7184896/sign-up-now.jpg For Employers | Human Investing - FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR EMPLOYEES Access by Human Investing is a service offering that makes wealth management accessible to everyone. Employees can get started with no account minimums and no minimum fees. https://www.humaninvesting.com/retirement-plan-services daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1612895042675-N8Z5RF0RFQ8SUH74CBXJ/bg-tan.jpg Workplace Advisory | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1668563446095-ITB1SNTXINWYCIUBMBRL/unsplash-image-V1YPvfNzvtw.jpg Workplace Advisory | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1611113506179-2Q9Z3JGQZFJ1E0E0JW99/narrow-funds.jpg Workplace Advisory | Human Investing - DEVELOP PLANS YOUR EMPLOYEES WILL STAY IN We act as a fiduciary on your retirement plan and offer comprehensive support from plan design to investment selections and regulatory compliance. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610688818686-WV4GJ4U162PYSQ6KFNNN/invest-early.jpg Workplace Advisory | Human Investing - MODERNIZE YOUR BENEFITS WITH FINANCIAL WELLNESS We want employees to maximize their salaries and benefits to reach their goals. We offer group seminars and timely advice. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/db7282e7-1ab9-4633-baed-18069a6f99ba/sign-up-now.jpg Workplace Advisory | Human Investing - FINANCIAL PLANNING AND INVESTMENT MANAGEMENT FOR EMPLOYEES Access by Human Investing offers advisors to help everyone reach their financial goals. Employees can get started today with no account minimums, no hidden fees, and no fuss. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d04c741e-b173-4dd8-9755-567206831f8a/decision-maker-link-v3.jpg Workplace Advisory | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/2fd2128a-511c-46ab-98d2-a3a335fbda32/employee-link-people.jpg Workplace Advisory | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610358472603-9E4W74EHJJBS4DQG4XSG/whitepaper-link.jpg Workplace Advisory | Human Investing - OUR GIFT FOR YOU We answer the 6 most important questions when it comes to building successful retirement plans. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1596145875793-806NI859TB9U84J5D22P/eve-02.jpg Workplace Advisory | Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/b1fcbdeb-6b6d-4b32-9293-1b9b54a79cd3/drayton-2023.jpg Workplace Advisory | Human Investing DRAYTON CARLBERG Associate Advisor drayton@humaninvesting.com https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/5002c976-3857-481e-8f0a-09e74eb829e9/cort-01-square.png Workplace Advisory | Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/034d51bc-f94a-4ffc-917f-037efafebf9d/Camryn+Ronnow+1-crop.jpg Workplace Advisory | Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/5fd58a09-8f96-4173-982f-d63131f23fea/jake-stewart.jpg Workplace Advisory | Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/93841018-25b7-4386-89b4-45c4355a138a/hi-trusted.jpg Workplace Advisory | Human Investing - WE’RE TRUSTED AND PROVEN For 20 years, we've been strategic partners and service providers, dedicated to exceptional value no matter the size of your company. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c4a4cc72-e092-42fe-8c7f-75eefbc39621/hi-variables.jpg Workplace Advisory | Human Investing - WE PROVIDE A HOLISTIC APPROACH We believe in providing holistic plan solutions that seamlessly integrate with a company’s operations, service providers, investments, and employee needs. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/846a076c-be63-48cf-9002-2bec9473dd64/hi-holistic.jpg Workplace Advisory | Human Investing - WE OBSESS OVER THE DETAILS Compliance and oversight is extremely important in taking care of employees. We’ll organize your file and install a proactive process that meets ERISA and DOL standards. https://www.humaninvesting.com/workplace-advisory-clients daily 0.75 2026-01-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610426172459-W2PSVWOL4LGRVV9COQ57/image-asset.png Workplace Advisory clients https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610426172459-W2PSVWOL4LGRVV9COQ57/image-asset.png Workplace Advisory clients https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610426190254-5MMKEVVECU1FEHDIZ56B/newseasons-logo.png Workplace Advisory clients https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610426194635-3JSQ692U2M78RAGHJQ3C/rh-logo.png Workplace Advisory clients https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1610426198782-OSJCTIQ3YG6DS5GN46FV/keen-logo.png Workplace Advisory clients https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1768606368864-0QH5ANGQII0GXR1FZTSD/ohsuf-logo-full.png Workplace Advisory clients https://www.humaninvesting.com/recordkeepers daily 0.75 2026-02-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1611692262013-961UL3TAMGAVT95XMUFO/fidelity.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1611692262013-961UL3TAMGAVT95XMUFO/fidelity.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1611691929158-SQRB1SIMGJ5WPX0YNPL4/image-asset.jpeg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1612169792760-OK8ULAIJJIS1FHDLPRQ1/schwab.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1770837415294-8VEWVK5OOJLBDY68UFWV/newport-group.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1611692035741-HE8WCYF7WYOW77D56NEZ/the-standard.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1770837081927-HUJW8V7YTLHX3P7LOXMB/ascensus.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1612169716776-GZ7TQ3QN2D3CA9IQW5CA/johnhancock.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1611691979722-O9FSC66S40016REXKADT/nwps.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1611692001743-CPLHOTK6YJ0L6SUO5CYX/paychex.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1612169798868-6R5ZONCVKT44LR67T3VT/empower+copy.jpg Recordkeepers https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735956319460-QB4ZWDJLU4PHVUWXU9CG/adp.jpg Recordkeepers https://www.humaninvesting.com/next-generation daily 0.75 2022-05-27 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1618012110694-0ZQ78XK76A0HBM2CUK47/future-faces-blue+copy.jpg Next Generation Financial Planners https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1618013443670-PJQ8YAU2MPSOY17KW16L/bg-darkblue.jpg Next Generation Financial Planners https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1618174620941-RDRWFJT711P0U1YPORMU/bipoc.jpg Next Generation Financial Planners https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1618174512439-J633FIPEAQAIY5J4UZE7/women-cfp.jpg Next Generation Financial Planners https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/77c04fbf-fe49-4c90-bb0d-170f9c834b54/financial-advisor.jpg Next Generation Financial Planners https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1618027607552-BG5Z1LWC9QBAJTG0H7TE/gfu.jpg Next Generation Financial Planners https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1618027396441-N9GGNYEGQ0UZF7GQ1QZZ/students.jpg Next Generation Financial Planners https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1618015669121-SIYQZ83QD5CXXQ08HBQR/cfp.jpg Next Generation Financial Planners https://www.humaninvesting.com/bios/kristin-morris daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Kristin Morris | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/de2f3504-3d36-4764-9917-87e90b4416b9/kristin-morris.jpg Kristin Morris | Human Investing - KRISTIN MORRIS・CLIENT SERVICE ADMINISTRATOR Kristin brings attention to detail, intentionality, and organizational skills from numerous directing and coordinating roles she has held through the last several years at Human Investing. She gets great joy and satisfaction when helping our clients and is key to supporting the Client Service Team on a daily basis. https://www.humaninvesting.com/journal daily 0.75 2025-09-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1602527171224-S6UQ4H6D3O3C78KPYWL5/journal-header-blank-thin.png Journal | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646270758859-1WM5FKMYLZ5D1OAQ1J1M/image-asset.jpeg Journal | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269487868-DV7EQH7KB9XEHA3F2SDZ/image-asset.jpeg Journal | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817738820-IPJQZJWK9JEWYKF4NOSG/saving-spending-category.jpg Journal | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269823987-FB7OF8P7WDBFGY4AGXIR/image-asset.jpeg Journal | Human Investing 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Planning | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269823987-FB7OF8P7WDBFGY4AGXIR/image-asset.jpeg Retirement Planning | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269855280-I69SPCS5F7XJLEK5XXKE/image-asset.jpeg Retirement Planning | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817796005-0O5O1JTD8HSJU63MX08J/retirement-category-blog.jpg Retirement Planning | Human Investing https://www.humaninvesting.com/journal/saving-spending daily 0.75 2024-07-22 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1617984846944-2HBC18HVC3R1VET93TEX/bg-darkgrey.jpg Saving and Spending | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646270758859-1WM5FKMYLZ5D1OAQ1J1M/image-asset.jpeg Saving and Spending | Human Investing 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https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1617984846944-2HBC18HVC3R1VET93TEX/bg-darkgrey.jpg Portfolio Management | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646270758859-1WM5FKMYLZ5D1OAQ1J1M/image-asset.jpeg Portfolio Management | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269487868-DV7EQH7KB9XEHA3F2SDZ/image-asset.jpeg Portfolio Management | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817738820-IPJQZJWK9JEWYKF4NOSG/saving-spending-category.jpg Portfolio Management | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269823987-FB7OF8P7WDBFGY4AGXIR/image-asset.jpeg Portfolio Management | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269855280-I69SPCS5F7XJLEK5XXKE/image-asset.jpeg Portfolio Management | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817796005-0O5O1JTD8HSJU63MX08J/retirement-category-blog.jpg Portfolio Management | Human Investing https://www.humaninvesting.com/newsletter daily 0.75 2023-01-25 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1588721808322-XXVLUS1S9ASHH14U7D7G/bg-green.jpg Newsletter https://www.humaninvesting.com/newsletter/2023/1/25/our-partnership-with-broadridge monthly 0.5 2023-01-25 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/6cdcab46-646f-4896-a966-6a3ad00073f0/hi-broadridge.jpg Newsletter - Our partnership with Broadridge - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/0012971c-52f3-4836-a17c-25769664b449/signature-your+hi+team-no+names.png Newsletter - Our partnership with Broadridge - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/newsletter/war-and-the-market-your-portfolios-exposure-to-russia monthly 0.5 2022-03-05 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a55a68d4-8eeb-4997-b819-39b29c01f8b6/Picture3+copy.png Newsletter - War and the Market: Your Portfolio's Exposure to Russia - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/journal/nike-benefits daily 0.75 2025-10-07 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1617984846944-2HBC18HVC3R1VET93TEX/bg-darkgrey.jpg Nike Benefits | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/da0dec80-7771-43eb-9f3f-aa2d8a093f65/banner-to-nike.jpg Nike Benefits | Human Investing - FOR NIKE LEADERS For more than two decades, we've partnered with like-minded individuals and families in growing and protecting their wealth. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646270758859-1WM5FKMYLZ5D1OAQ1J1M/image-asset.jpeg Nike Benefits | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269487868-DV7EQH7KB9XEHA3F2SDZ/image-asset.jpeg Nike Benefits | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817738820-IPJQZJWK9JEWYKF4NOSG/saving-spending-category.jpg Nike Benefits | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269823987-FB7OF8P7WDBFGY4AGXIR/image-asset.jpeg Nike Benefits | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269855280-I69SPCS5F7XJLEK5XXKE/image-asset.jpeg Nike Benefits | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817796005-0O5O1JTD8HSJU63MX08J/retirement-category-blog.jpg Nike Benefits | Human Investing https://www.humaninvesting.com/journal/current-events daily 0.75 2024-07-22 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1617984846944-2HBC18HVC3R1VET93TEX/bg-darkgrey.jpg Current Events | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646270758859-1WM5FKMYLZ5D1OAQ1J1M/image-asset.jpeg Current Events | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269487868-DV7EQH7KB9XEHA3F2SDZ/image-asset.jpeg Current Events | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817738820-IPJQZJWK9JEWYKF4NOSG/saving-spending-category.jpg Current Events | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269823987-FB7OF8P7WDBFGY4AGXIR/image-asset.jpeg Current Events | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1646269855280-I69SPCS5F7XJLEK5XXKE/image-asset.jpeg Current Events | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1724817796005-0O5O1JTD8HSJU63MX08J/retirement-category-blog.jpg Current Events | Human Investing https://www.humaninvesting.com/bios/amanda-earlywine daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Amanda Earlywine | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d0f7f7e5-4334-47fd-af37-3139edf49c62/Amanda.jpg Amanda Earlywine | Human Investing - AMANDA EARLYWINE・ASSOCIATE ADVISOR Amanda draws on her experiences to help clients feel informed, supported, and confident in their decisions. With a background in education, she is passionate about making complex topics accessible through financial literacy, while promoting financial wellness. Her approach reflects Human Investing’s core values of trust, transparency, and people-first planning. https://www.humaninvesting.com/bios/austin-pearce daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Austin Pearce | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3ffe3ad4-cc65-45a4-9c60-9d2a464484cb/austin-02.jpg Austin Pearce | Human Investing - AUSTIN PEARCE, CPA, CFP®・PARTNER, LEAD ADVISOR Austin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® with experience in accounting and tax planning. He enjoys the teamwork and camaraderie of working with clients, and is committed to creating strategies that support their growth objectives. Working as a Lead Advisor, Austin uses his experience and passion to benefit our clients on a daily basis. https://www.humaninvesting.com/financial-planning/wealth-advisory daily 0.75 2025-09-19 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1592325683558-EGMGNY2BCM2S2C90ZRZH/track.jpg Wealth Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1740993160185-1UD680P6KF175G2239M2/bg-texture-paper-green.jpg Wealth Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/17ffd55c-25b8-4fe0-ab62-076328c79173/photo-1476067897447-d0c5df27b5df.jpg Wealth Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/521dbc4d-c387-4827-9036-208117270d98/signature-HI+Team-5-people.png Wealth Advisory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/7a1410fa-97f9-4b36-a6d8-dd74f46ab617/hi-comprehensive-planning.jpg Wealth Advisory - PERSONALIZED TO YOUR SITUATION. NO TWO PLANS ARE THE SAME. We integrate every aspect of your financial life together to help you make better money decisions. Most brokers and firms rarely go beyond what’s in your portfolio. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/10deb381-c9e4-46a0-9c78-22d32ee5c8ef/hi+cash-flow.jpg Wealth Advisory - CASH FLOW PLAN CREATION AND MANAGEMENT We can help forecast where, when, and how your money will answer current and future needs. This includes creating spending and savings plans, and evaluating scenario plans for retirement, your children’s education, and new streams of income. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/71166371-b1cb-44ef-916f-586821330771/hi+tax-strategy.jpg Wealth Advisory - TAX MITIGATION AND STRATEGY We stay on top of the changing tax laws to anticipate tax advantages for you. Our team can file your taxes and advise on tax bracket planning, deferred compensation distribution, and tax loss/gain harvesting. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/9cca6df0-e152-4eaf-8704-27299858cdd1/hi+investment-management.jpg Wealth Advisory - ASSET GROWTH AND WEALTH MANAGEMENT As global markets move, our advisors and technologies work 24/7 to serve your financial plan. We use low-cost investment strategies, allocation recommendations based on cash flow plans, and can help evaluate private or alternative investments. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/88984afa-ca09-4205-9b40-13ee5a780fc1/hi+retirement+strategy.jpg Wealth Advisory - RETIREMENT STRATEGY AND ACTIVATION Transitioning into retirement is far from an automatic process. We evaluate your retirement readiness, comprehend potential risks, mitigate your tax impact, and give you the confidence to achieve both financial security and personal fulfillment in retirement. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d6b0ba09-68a8-4923-8b45-bc5b8ad8c586/hi+asset-protection.jpg Wealth Advisory - ASSET PROTECTION AND RISK MANAGEMENT Protect what matters to you and prepare for whatever life throws your way. Our advisors and network of vetted partners can help with liability reviews, insurance policies, risk exposure analysis, and advising through divorces. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3095cd5a-779a-48c3-bb23-59cd6242b3c2/asset-distribution.jpg Wealth Advisory - ASSET DISTRIBUTION, ESTATE AND WEALTH TRANSFER This is often the pinnacle of one’s life: the freedom to share, give, and pass on what you’ve built. Through estate planning, we can define beneficiaries and charities, tax strategies, and asset distribution plans. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/da0dec80-7771-43eb-9f3f-aa2d8a093f65/banner-to-nike.jpg Wealth Advisory - ARE YOU A LEADER AT NIKE? For more than two decades, we've partnered with like-minded individuals and families in growing and protecting their wealth. https://www.humaninvesting.com/wealth-advisory-team daily 0.75 2026-01-07 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1655442359226-D1127AO7JQ9AWMZLJIMZ/marc-02.jpg Complete Financial Planning Team MARC KADOMATSU CFP®, ChFC®, CLU® Managing Partner, Director of Private Wealth Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1655442359226-D1127AO7JQ9AWMZLJIMZ/marc-02.jpg Complete Financial Planning Team MARC KADOMATSU CFP®, ChFC®, CLU® Managing Partner, Director of Private Wealth Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1658783768195-0W1YY67YEXWL43T8Z4TG/will-02.jpg Complete Financial Planning Team WILL KELLAR, CFP® Managing Partner, Director of Wealth Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1655441393184-K8WWMLEU3OSHXLH25RDT/alanna-02.jpg Complete Financial Planning Team ALANNA MAUCH Director of Client Service https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1655441080715-2IMNALOVTM5DESFAEF5E/jake-stewart.jpg Complete Financial Planning Team JAKE STEWART, CFP® Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1655442958111-7HS6HF6XPZAQFJ4M3X37/sarah-02.jpg Complete Financial Planning Team SARAH FITZPATRICK Senior Client Service Administrator https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1727993025113-ON9RGA0TBRA80ERQHNB0/austin.jpg Complete Financial Planning Team AUSTIN PEARCE, CPA, CFP® Partner, Lead Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1655440993429-3P4JYSAP93H3R78XHNBL/luke-02.jpg Complete Financial Planning Team LUKE SCHULTZ, CPA, CFP® Partner, Director of Tax https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1687906762320-UCYGURKXPEB5FWTKMZ3V/amanda.jpg Complete Financial Planning Team AMANDA EARLYWINE Associate Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1721946378519-24F95L19RJPD0CXH9AQ6/kristin-morris+copy.jpg Complete Financial Planning Team JOSIE DEWEY Client Service Administrator https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1729014312324-5S79SY9WIXD5E6N2DFP2/clayton-02.jpg Complete Financial Planning Team NICOLE LINDBLOM Financial Planning Associate https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735856776374-EGKJMOA440ARSD0OBWQO/Holly.jpg Complete Financial Planning Team HOLLY HUDDLESON, CPA Senior Tax Manager https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735856839742-PWICYOYBW3AZ3MYYK6FO/Robin.jpg Complete Financial Planning Team ROBIN DONOVAN Associate Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1767817518858-W3N8727GCH8PH50YFAYB/David-square.png Complete Financial Planning Team DAVID ANDERSON, CFP® Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1655441036188-3UTIDF5B2P7PBGH1LSY7/pete-02.jpg Complete Financial Planning Team DR. PETER FISHER Founding Partner, Executive Chairman https://www.humaninvesting.com/partners-quotes daily 0.75 2026-01-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1677005710412-UKJXMWI5BQITPJKOP6Y1/pete-02.jpg Partners Quotes - DR. PETER FISHER • FOUNDING PARTNER, EXECUTIVE CHAIRMAN What do you value the most about being at Human Investing? We get to do meaningful work for clients who appreciate what we do. Importantly, we’ve assembled a fantastic team of individuals that desire to love, care, and serve each other and our clients. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1677005710412-UKJXMWI5BQITPJKOP6Y1/pete-02.jpg Partners Quotes - DR. PETER FISHER • FOUNDING PARTNER, EXECUTIVE CHAIRMAN What do you value the most about being at Human Investing? We get to do meaningful work for clients who appreciate what we do. Importantly, we’ve assembled a fantastic team of individuals that desire to love, care, and serve each other and our clients. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1676510901700-0J9JDBNY272ICUW27I6L/andrew-n.jpg Partners Quotes - ANDREW NELSON, AIF, MBA • CEO, MANAGING PARTNER What do you believe clients are looking for now more than ever? Partners and technology that can give them prescriptive advice back by facts, modeling, etc. Put differently, the companies that we work with are commonly refreshed by the level of detail we go into when attempting to answer and “should I do this or that” or “what’s the most effective way to” question. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1676487362660-MZQPOY8ANK2DYQRU051V/marc-02.jpg Partners Quotes - MARC KADOMATSU, CFP®, CHFC®, CLU® • MANAGING PARTNER, DIRECTOR OF PRIVATE WEALTH ADVISORY What do you value the most about being at Human Investing? As our name suggests, Human Investing embodies our unwavering commitment to our clients above all else. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1683051536798-S4ZV60GK8MDBPO1U20TQ/jill-novak.jpeg Partners Quotes - JILL NOVAK, SHRM-CP • PARTNER, DIRECTOR OF OPERATIONS What do you believe clients are looking for now more than ever? Clients are looking for a combination of expert advice and an understanding of what they may be dealing with in terms of their own circumstances. Their money is never just about their money, there is always the story behind the money. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1683051584261-ICGNTZ8TXLG84BCQAADO/image-asset.jpeg Partners Quotes - AMBER JONES, CPA • PARTNER, DIRECTOR OF ACCESS What do you value the most about being at Human Investing? I value the people. The people we serve and the team I get to work with. I am continually inspired by the clients we serve, the passions they hold and the financial goals we help them achieve. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1676494188343-CN292RXCHL6MRSVDHBNF/will-v2.jpg Partners Quotes - WILL KELLAR, CFP® • MANAGING PARTNER, DIRECTOR OF WEALTH ADVISORY What do you believe clients are looking for now more than ever? Investors are seeking a trusted partner who can guide them through the complexities of the financial landscape while staying aligned with their core values and goals. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1676487439627-FJ1RWWWNXPWHZ16DJBHQ/eve.jpg Partners Quotes - EVE BELL, QKA • PARTNER, DIRECTOR OF WORKPLACE ADVISORY What do you believe clients are looking for now more than ever? Personalization and excellence. By that I mean being seen as human and being treated with kindness and respect while also receiving exceptional service. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1676487309999-6QST1ME7Q0WC8DVOR5CE/andrew-g.jpg Partners Quotes - ANDREW GLADHILL, CFA, IACCP® • PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENTS What do you value the most about being at Human Investing? I love that I work somewhere where I can see the impact I’m making on the business. I can answer client questions or problems that directly improve their financial lives, or give them peace of mind. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1741118761308-JM2B3FG1HNZLHQSO4OMO/austin-pearce.jpg Partners Quotes - AUSTIN PEARCE, CPA, CFP®・PARTNER, LEAD ADVISOR What do you value the most about being at Human Investing? The team’s commitment to serving clients at the highest level. Going above and beyond what’s expected. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1741118961196-E2MH63CFLPVGPVGH64FV/Drayton-2023-i-JN88qS5-X4.jpg Partners Quotes - DRAYTON CARLBERG, CFP®・PARTNER, LEAD ADVISOR https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1741118987997-615LZFKTS7PAOMCZCAC2/luke-2.jpg Partners Quotes - LUKE SCHULTZ, CPA, CFP®・PARTNER, DIRECTOR OF TAX What do you believe clients are looking for now more than ever? It’s more than just investment advice—they want a trusted advisor who can guide their entire financial life. That means integrating tax strategies, estate planning, and long-term goals into one cohesive plan. https://www.humaninvesting.com/bios/elliott-welborn daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Elliott Welborn | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/8fc78d65-2d07-4ff0-a135-1e50a16fe457/elliott-01-square.png Elliott Welborn | Human Investing - ELLIOTT WELBORN・OPERATIONS ASSOCIATE As a recent graduate with a bachelor’s degree in marketing, Elliott combines his eagerness to learn and passion for people to thoughtfully manage our day to day operations. He enjoys making genuine connections with others and creating a welcoming office environment for our clients. https://www.humaninvesting.com/bios/nicole-lindblom daily 0.75 2026-02-26 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Nicole Lindblom | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1729014312324-5S79SY9WIXD5E6N2DFP2/Jennifer%2B_%2BHuman%2BInvesting%2B-4966.jpg Nicole Lindblom | Human Investing - NICOLE LINDBLOM・ASSOCIATE ADVISOR Nicole is motivated to serve others and help them find success. She applies a high-performance mindset to Financial Planning, pairing the discipline of a collegiate athlete with a genuine heart for people. 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A financial plan is a personalized approach to funding your needs and goals. https://www.humaninvesting.com/workplace-advisory-team daily 0.75 2026-01-16 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1727203814522-7G8HAPR6P8CCRZBT4ND2/image-asset.jpeg Workplace Advisory Team EVE BELL, QKA Partner, Director of Workplace Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1727203814522-7G8HAPR6P8CCRZBT4ND2/image-asset.jpeg Workplace Advisory Team EVE BELL, QKA Partner, Director of Workplace Advisory https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1727204125361-QPDDR75588Q0C5IO3ZXP/image-asset.jpeg Workplace Advisory Team CAMRYN RONNOW Administration & Education Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1727204046272-BJV222I8ESWA4TRQLS6U/image-asset.jpeg Workplace Advisory Team DRAYTON CARLBERG, CFP® Partner, Lead Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1727204184366-4X888S3TCBC9DYHLRUMO/image-asset.jpeg Workplace Advisory Team JAKE STEWART, CFP® Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735952849292-SHIG3KW4E2ZYLB3PTVB1/Alanna-1922.jpg Workplace Advisory Team ANDREW NELSON, AIF, MBA Managing Partner, CEO https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1727204272518-2Z7MIZRBUHJLXV5FIF5D/image-asset.png Workplace Advisory Team CORT MORRIS Workplace Advisory Admin & Participant Education https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735953294246-A328YON0ZQCCVYSIK5BQ/Robin.jpg Workplace Advisory Team ROBIN DONOVAN Associate Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1762887630887-DMAHREOTPFS28T3N2BJW/Robin.jpg Workplace Advisory Team REBECCA ROHLEDER Retirement Plan Advisor https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1762887820274-9W4YCSRN08SUIGH61GV6/Robin.jpg Workplace Advisory Team MITCH CHILCOTT Workplace Education Advisor https://www.humaninvesting.com/bios/holly-huddleson daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Holly Huddleson | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/73d821de-0e42-4638-a950-0c7738fd7bdf/Holly.jpg Holly Huddleson | Human Investing - HOLLY HUDDLESON, CPA・ SENIOR TAX MANAGER Holly takes great joy in sharing knowledge with others and providing peace of mind to clients through organization and planning. She especially enjoys building long-term relationships with clients & teammates. Holly joined the Human Investing team in 2024 and brought with her over a decade of experience in tax as a CPA specialized in real estate. https://www.humaninvesting.com/bios/robin-donovan daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Robin Donovan | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/8082637b-7003-418b-9d24-7a1caa276fbe/Robin.jpg Robin Donovan | Human Investing - ROBIN DONOVAN・ASSOCIATE ADVISOR Robin is an Associate Advisor with a diverse background in business and science communication. She combines an eye for detail with her passion for empowering others and enjoys building relationships with our clients, including those who speak Spanish. https://www.humaninvesting.com/bios/cole-thomas daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Cole Thomas | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/995d5184-f449-4a89-95a0-d9ec3ae447a7/cole.jpg Cole Thomas | Human Investing - COLE THOMAS, CPA ・ASSOCIATE ADVISOR Cole is driven by a desire to help clients achieve their financial goals. As a Certified Public Accountant, Cole has a true passion for serving others and connecting with clients. Through teamwork and humility, he is dedicated to making each client feel valued. 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His background in college admissions has equipped him with the skills to connect with clients on a personal level, meeting them where they are and helping them navigate their financial journey. https://www.humaninvesting.com/bios/tyler-durant daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Tyler Durant | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1751323059009-DNVMD7W0LWNM4QWNVELD/Tyler-square.png Tyler Durant | Human Investing - TYLER DURANT・ ASSOCIATE ANALYST Tyler comes to us with a Degree in Economics and a Business Analytics Certificate. His background in data analytics and statistical sports reporting has equipped him with the skills to provide data-driven insights and solutions. He is passionate about building meaningful relationships as well as increase operational and systematic efficiency. https://www.humaninvesting.com/bios/elise-wilkinson daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1568182557647-OWO19TQTMQWBUBDLVAX7/bg-tan.jpg Elise Wilkinson | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f5297de2-2a8c-46ba-959e-36b1ee2cf3a8/square-ELISE.png Elise Wilkinson | Human Investing - ELISE WILKINSON・ TAX ASSOCIATE Elise earned her degree in accounting and is excited to begin her journey in the tax field. She truly enjoys helping people and is eager to learn everything she can to support clients with their tax questions—no matter how big or small. 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He is a Certified Financial Planner™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s the former President and Board Chair of the Financial Planning Association of Oregon and SW Washington. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1586899736477-EGIWN4DZX8KZF47L772T/jill.jpg Smart Financial Planning Strategies During a Downturn | Live Event JILL NOVAK, SHRM-CP | CHIEF PEOPLE OFFICER Jill Novak has spent over a decade at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. 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With 10 years of experience working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1586899736477-EGIWN4DZX8KZF47L772T/jill.jpg Smart 401(k) Investing During a Financial Downturn | Live Events JILL NOVAK, SHRM-CP | CHIEF PEOPLE OFFICER Jill Novak has spent over a decade at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. As a SHRM certified practitioner, Jill now puts all her past experience to work - ensuring that the Human Investing team is cared for and the operations run smoothly. https://www.humaninvesting.com/events daily 0.75 2026-03-27 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3dcb76c6-4150-4557-8554-4f6a06acb4a7/2026-401kMC-event.png Events | Human Investing - JOIN US WEDNESDAY, APRIL 8TH, 2026 We’re teaming up with Endeavor Retirement on a morning to cover retirement plan best practices. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/af23b9dc-2c70-4bcd-ac9d-e65fb54efd1a/event-tile-drayton-holly.jpg Events | Human Investing - THANK YOU FOR JOINING US! We hosted an additional tax guide event in partnership with Rivermark Community Credit Union. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/8859118c-3668-4680-b974-a90315fd52fe/event-tile-website.jpg Events | Human Investing - THANK YOU FOR JOINING US! Our annual Tax Return live event to review common tax forms and how to start filing. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/38f41f6a-ef9e-4986-b811-1961a6e238cc/event-tile-white-tall.jpg Events | Human Investing - THANK YOU FOR JOINING US! An hour of tips and guidance to help you feel prepared for the years ahead when retirement day arrives. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/75575f51-4714-4ecb-9168-016c21115a9c/2025-event-tile-sponsors-v2.jpg Events | Human Investing - THANK YOU FOR JOINING US! We’re teaming up with Endeavor Retirement on a morning to cover retirement plan best practices. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/79e3cbc6-59d4-4b13-9187-4dd4b1b2bb13/event-tile-zoom-holly-andrew.jpg Events | Human Investing - THANK YOU FOR JOINING US! Join our annual Tax Return live event to review common tax forms and how to start filing. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/b56161bc-54b4-4f22-8482-b890905502dd/event-signup.jpg Events | Human Investing - THANK YOU FOR JOINING US! Have you started to think about filing your 2023 tax return? Do you want a better understanding of how to file your taxes or how to decide if you should seek out help from TurboTax or a CPA? https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/10328215-1ebe-47a9-adf5-6d1014efbba9/event-recap.jpg Events | Human Investing - EVENT RECAP Watch the recap on understanding how to file your taxes or how to decide if you should seek out help from TurboTax or a CPA https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3d04e298-78ce-4f8c-8d93-129be484155b/zoom-recap-january2022.jpg Events | Human Investing - EVENT RECAP Watch the recap from our live event for your toolkit to review common tax forms and how they impact your taxes https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/69ea2495-4101-4e92-b188-a646a3ac0921/zoom-recap.V1.jpg Events | Human Investing - EVENT RECAP Watch the recap from December 2021. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1628631901884-F43VNYZJBWXTBGW0UGGT/zoom-recap.jpg Events | Human Investing - EVENT RECAP Watch the recap from August 2021. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1589477326477-ZWN0RDQZ0OJ89Q1V8W9T/zoom-recap.jpg Events | Human Investing - EVENT RECAP Download slides and watch the recap https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1588264714344-85XWNIVHE64ISR9JTFMY/zoom-recap.jpg Events | Human Investing - EVENT RECAP Download slides and watch the recap https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1588099933342-GYS48JN5G6F851XKNYFH/zoom-recap-01.jpg Events | Human Investing - EVENT RECAP Download slides and watch the recap https://www.humaninvesting.com/events/empower-homeowners-during-a-downturn daily 0.75 2021-11-19 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1588874968757-3421GWGZSEWV6696DSPI/zoom-registration-02.png Empowering Homeowners Durning a Downturn | Live Events https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1585593379161-V5V6WWME022ZTLCAIIKI/pete.jpg Empowering Homeowners Durning a Downturn | Live Events PETER FISHER | CO-FOUNDER Peter is the CEO of Human Investing. He is the author of Becoming a 401(k) Millionaire. He received his B.A. in Economics from Linfield College, an M.B.A. from George Fox University, and is currently a 3rd-year Doctoral student researching financial literacy, and the concept of collaborative consumption. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1586899736477-EGIWN4DZX8KZF47L772T/jill.jpg Empowering Homeowners Durning a Downturn | Live Events JILL NOVAK, SHRM-CP | CHIEF PEOPLE OFFICER Jill Novak has spent over a decade at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. 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Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/events/401k-for-2022 daily 0.75 2024-03-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/479d13a3-be4d-4300-b03b-31bec18a9540/zoom-registration+copy.png Preparing your 401(k) for 2022 | Live Events https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1627413107506-RUAHJK8EOJY58TFIQR0H/nicole-wilson.jpg Preparing your 401(k) for 2022 | Live Events - NICOLE WILSON, CPA | ADVISOR NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/8858f20e-6785-497c-94ab-5ff7155be767/andrew-nelson.jpg Preparing your 401(k) for 2022 | Live Events - ANDREW NELSON | PARTNER, DIRECTOR OF WORKPLACE ADVISORY Andrew is passionate about diving into the details of organizations and how they serve their employees. With 10 years of experience working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://www.humaninvesting.com/events/2021-taxes daily 0.75 2024-03-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/02ca3671-5b3d-474e-8d98-4d56d7a4e4e3/zoom-registration+copy+2.jpg Live Event | 06 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1627413107506-RUAHJK8EOJY58TFIQR0H/nicole-wilson.jpg Live Event | 06 - NICOLE WILSON, CPA | ADVISOR NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. 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TEST adsfadfsfads https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1605244442201-TFOOCSZOFPP0BJJNIUHX/from-the-author-marc-wide.png new-page-aw6na-1 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1605244687745-HN7W3O0MB246ZGQNQVID/from-the-author-andrew-wide.png new-page-aw6na-1 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a7fa2a12-f735-4a54-b43a-745ce345ef2b/signature-andrew-gladhill-2022.png new-page-aw6na-1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/57950498-254c-440d-bf6e-cc992bd7804a/signature-rachelle.png new-page-aw6na-1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/face7fc9-d713-4dca-9fb5-3e8da23d62c0/signature-rachelle.jpg new-page-aw6na-1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/160c46a9-2a05-4ad6-84b6-0bc708c484db/signature-rachelle-zendesk.png new-page-aw6na-1 - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/14ac66a5-e25e-4aee-af2a-85ba78b55e15/hi-access.jpg new-page-aw6na-1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/76303710-cbb9-4b1a-befa-b0197541e494/hi-leadership-team.jpg new-page-aw6na-1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c8c5f59f-a88d-45a2-bd5a-bab1b500750e/hi-partners-2026.jpg new-page-aw6na-1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.humaninvesting.com/new-page-11-1 daily 0.75 2025-11-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/6eee31eb-6349-4b1e-8495-a611d54050cd/hi-journal-start-reading-now.png Latest Blog Posts https://www.humaninvesting.com/events/2022-taxes daily 0.75 2024-03-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/46f0eea2-2e5f-4ea9-a5df-926f25338226/zoom-registration.png Live Event | 07 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f5a5f6c8-a217-4f84-9a19-b980ff3a4388/nelson-02.jpg Live Event | 07 - ANDREW NELSON, AIF, MBA | MANAGING PARTNER, DIRECTOR OF WORKPLACE ADVISORY Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/737cc8f9-8356-4c15-82a5-8a25d93b905c/austin-v2+copy.jpg Live Event | 07 - AUSTIN PEARCE, CPA | SERVICE ADVISOR NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/events/2023-taxes daily 0.75 2024-03-12 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/af70bbee-a232-425c-a506-b1ff34686fd2/zoom-registration.png Live Event | 08 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f5a5f6c8-a217-4f84-9a19-b980ff3a4388/nelson-02.jpg Live Event | 08 - ANDREW NELSON, AIF, MBA | MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/737cc8f9-8356-4c15-82a5-8a25d93b905c/austin-v2+copy.jpg Live Event | 08 - AUSTIN PEARCE, CPA, CFP® | SERVICE ADVISOR NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/financial-planning/retirement daily 0.75 2024-06-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1710653132597-9V4NAW1Y08YNBN2V1HHX/image-asset.jpeg Your Retirement Playbook https://www.humaninvesting.com/events/masterclass-in-retirement-2025 daily 0.75 2025-04-01 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d2050218-5649-469c-a935-d4e0c75e8882/event-tile-sponsors-v2.png Masterclass in Retirement | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1738094715887-CBXS44Z5C6M8M01IFQQZ/testimonial-01-final.jpg Masterclass in Retirement | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1738094715721-U8HF8AIC9FYFQXUDSR6X/testimonial-02-final.jpg Masterclass in Retirement | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1738094716790-UH2430QZ7WP6T5G0J196/testimonial-03-final.jpg Masterclass in Retirement | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/687462b6-1044-427f-a05b-308fc737a5fc/Bonnie%27s+Headshot+11.11.22.jpg Masterclass in Retirement | Human Investing - BONNIE TREICHEL, JD・FOUNDER AND CHIEF SOLUTIONS OFFICER・ENDEAVOR RETIREMENT Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations and consultation. The result — advisors and consultants help more people access their retirement savings. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f5a5f6c8-a217-4f84-9a19-b980ff3a4388/nelson-02.jpg Masterclass in Retirement | Human Investing - ANDREW NELSON, AIF, MBA・MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT・HUMAN INVESTING Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1686346227494-P0G6V284I9HL0QG799ZJ/eve-02.jpg Masterclass in Retirement | Human Investing - EVE BELL, QKA・PARTNER, DIRECTOR OF WORKPLACE ADVISORY・HUMAN INVESTING NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/events/2024-tax-guide daily 0.75 2025-11-13 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/3c8e8f69-3df4-4f3e-8479-f4b17b7439f5/tax-webinar-event-tile-v2.png Your Tax Guide for 2024 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f5a5f6c8-a217-4f84-9a19-b980ff3a4388/nelson-02.jpg Your Tax Guide for 2024 - ANDREW NELSON, AIF, MBA | MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735856776374-EGKJMOA440ARSD0OBWQO/Holly.jpg Your Tax Guide for 2024 - HOLLY HUDDLESON, CPA | FINANCIAL PLANNING ASSOCIATE NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/forms daily 0.75 2026-03-26 https://www.humaninvesting.com/faq daily 0.75 2026-01-20 https://www.humaninvesting.com/events/retirement-masterclass-access daily 0.75 2025-11-13 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/6ad12202-9cec-43e5-a739-57a89b9dd9d6/event-tile.png Retirement Masterclass by Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1756248896012-A3UIY31EV5TW2G90OZAW/will-02.jpg Retirement Masterclass by Human Investing - WILL KELLAR, CFP® | MANAGING PARTNER, DIRECTOR OF WEALTH ADVISORY Will is motivated by the opportunity to serve hardworking people and their financial pursuits, through advocacy, problem solving and great advice. He’s a CERTIFIED FINANCIAL PLANNER® practitioner who loves the feeling of when our team makes a positive tangible impact in someone's life. Will also serves as an adjunct professor of Retirement Planning at George Fox University. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753899452480-1IWT6YWJ7LWTXZBD24KP/drayton-2023.jpg Retirement Masterclass by Human Investing - DRAYTON CARLBERG, CFP® | PARTNER, LEAD ADVISOR NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/live-event-13 daily 0.75 2025-11-13 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/432e35c3-de85-488e-b7ae-46232e0aec7b/cyber-security-event-tile.jpg Cybersecurity For Plan Sponsors https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/5eea8071-cb3f-42df-b2ef-33014dce2a78/eve-02.jpg.webp Cybersecurity For Plan Sponsors - EVE BELL QKA | PARTNER, DIRECTOR OF WORKPLACE ADVISORY Eve is a qualified 401(k) administrator and helps clients navigate the nuanced and complex landscape of qualified retirement plans. She provides plan design expertise and advocating for employers and their employees. https://www.humaninvesting.com/events/masterclass-in-retirement-2026 daily 0.75 2026-03-27 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/c951a9d4-aba3-4995-bf30-57ec6bb483de/2026-40kMC-sponsors.png Masterclass in Retirement | Human Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1769468246008-MCUKC7GCDSKCD2B8MWI0/testimonial-02-final.jpg Masterclass in Retirement | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1769468245863-ZVB7OOXLKYQ5NUSS83ZR/testimonial-01-final.jpg Masterclass in Retirement | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1769468247298-C4Q5FVWHUZUTFEYQKZV5/testimonial-03-final.jpg Masterclass in Retirement | Human Investing https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/687462b6-1044-427f-a05b-308fc737a5fc/Bonnie%27s+Headshot+11.11.22.jpg Masterclass in Retirement | Human Investing - BONNIE TREICHEL, JD・FOUNDER AND CHIEF SOLUTIONS OFFICER・ENDEAVOR RETIREMENT Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations and consultation. The result — advisors and consultants help more people access their retirement savings. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/a6a3437b-fbaa-4af2-82a7-43552adf0721/ryan+.jpg Masterclass in Retirement | Human Investing - RYAN HALLEY, PH.D.・SVP OF FINANCIAL WELLNESS ・RIVERMARK COMMUNITY CREDIT UNION He holds a doctorate in Personal Financial Planning from Texas Tech University and an MBA with a concentration in Finance from The Ohio State University. Ryan has his CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Financial Therapist. Dr. Halley is also a Professor of Finance and Financial Planning at George Fox University, where he directs a CFP® Board Registered Program near Portland, OR. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/0dbf1213-0f2f-49b1-8041-ee98e2829b60/nelson-02.jpg-2.webp Masterclass in Retirement | Human Investing - ANDREW NELSON, AIF, MBA・ CEO, MANAGING PARTNER・ HUMAN INVESTING Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1686346227494-P0G6V284I9HL0QG799ZJ/eve-02.jpg Masterclass in Retirement | Human Investing - EVE BELL, QKA・PARTNER, DIRECTOR OF WORKPLACE ADVISORY・HUMAN INVESTING NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/events/2025-tax-guide daily 0.75 2026-02-11 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1ef36d35-98a4-4a72-81f2-5ac0c9fecd07/TAX+SEMINAR+2026.png Your Tax Guide for 2025 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/f5a5f6c8-a217-4f84-9a19-b980ff3a4388/nelson-02.jpg Your Tax Guide for 2025 - ANDREW NELSON, AIF, MBA | MANAGING PARTNER, CEO Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735856776374-EGKJMOA440ARSD0OBWQO/Holly.jpg Your Tax Guide for 2025 - HOLLY HUDDLESON, CPA | SENIOR TAX MANAGER NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services. https://www.humaninvesting.com/events/2025-tax-guide-2 daily 0.75 2026-03-04 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/d00de8ea-c11d-4552-82d4-b637cf4ccc52/rivermark-event-tile.png Your Tax Guide for 2025 https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1753899452480-1IWT6YWJ7LWTXZBD24KP/drayton-2023.jpg Your Tax Guide for 2025 - DRAYTON CARLBERG, CFP® | PARTNER, LEAD ADVISOR Drayton spent the first part of his career at Human Investing as a Trade Analyst, executing portfolio management tasks for the firm. He is intimately familiar with our firms investment philosophy and strategies. With this in mind, he works with clients to make sure their financial goals and account investments are aligned. Coming from a competitive athletic background, Drayton brings a strong sense of teamwork and enthusiasm to his role as a Lead Advisor. https://images.squarespace-cdn.com/content/v1/5a60cb144c0dbf811647fce8/1735856776374-EGKJMOA440ARSD0OBWQO/Holly.jpg Your Tax Guide for 2025 - HOLLY HUDDLESON, CPA | SENIOR TAX MANAGER NICOLE WILSON, CPA | ADVISOR Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services.