Our Friday recap of market activity and economic news view →
Goldman Shelby and West Bearing Investments in the news and our company announcements view →
Timely wealth management and institutional services information view →
Perspective and recent allocation moves from our investment team view →
Goldman Shelby Capital Management has been named by Portland Business Journal as a “Most Admired Company.”
Goldman Shelby Capital Management was recently named by Financial Planning magazine to their “RIA Leaders 2022: Top 150 Fee-Only RIA Firms” ranking. The firm was listed at 23 of 150 companies.
Our colleague, Mary Lago, CFP®, CTFA, recently wrote a piece for the Spokane Journal of Business. In it, she discusses how financial strategies can optimize charitable giving.
Charissa Anderson, CFP®, CDFA®, appeared on KOIN News Wallet Wednesday on October 12, 2022, and discussed the pluses and minuses of receiving financial advice from TikTok.
Goldman Shelby Capital Management was recently named by CNBC and Financial Advisor to their “Top 100 Financial Advisors” ranking. The firm was listed at 17 of 100 companies.
Goldman Shelby Capital Management was named to Barron’s 2022 Top 100 RIA Firms list this week. Goldman Shelby was listed at 75 out of 100 in the U.S. and was the only advisory firm to be recognized from Oregon.
Our Octavia Group team lead, Kirstin Havnaer, shares insights on Goldman Shelby’s private family office for clients.
Krystal Daibes Higgins, CFA, appeared on KOIN News Wallet Wednesday on July 27, 2022, and discussed the recent Fed Hike, inflation and gas prices.
Jason Norris, CFA, was interviewed on Boise Public Radio about the Idaho economy and recent market activity.
