Benjamin Waibel, MBA, CFP®, CLU®
Benjamin Waibel, MBA, CFP®, CLU®
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Benjamin Waibel, MBA, CFP®, CLU®

245 SE 5th Avenue
Hillsboro, OR 97123

Phone:

  • 503-693-7333

Fax:

  • 503-693-7333
  • E-mail address: bwaibel@sagepointadvisor.com

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Flipbooks

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Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

More Videos »

Newsletters

  • Living Benefits Can Help Counter Retirement Risks

    Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.

  • Four Steps to Rebuilding Your Business

    Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.

  • Accumulating Funds for Short-Term Goals

    Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

  • Asset Protection: Make Sure Your Umbrella Is Big Enough

    While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Car Affordability

    How much can you afford to pay for a car?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq 100 12,668.51 +1.64%
NYSE Composite 15,251.83 +1.95%
AMEX Composite 2,702.95 +1.03%
PHLX Semiconductor Index 1,354.81 -0.47%
OSX Oil Service Sector Index 95.32 -1.45%
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All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Securities and investment advisory services offered through SagePoint Financial Inc.,(SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AK AR AZ CA CA CO HI ID IL MD NM NV NY OH OR UT VA WA WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

Several links will take you out of the SagePoint Financial Website. These links are provided for your convenience only. Forest Hills Wealth Management is a marketing name for securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a Registered Investment Advisor.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck