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Who We Help


Our clients have worked hard and it’s important that their investments work hard for them.

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What We Can Offer You


We provide the investment management services of a large firm with the personal attention of a small practice.

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Our Holistic Approach


How great would it feel to align your goals, values and resources?

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Financial Strategies Designed to Help You Live Your Best Life

Welcome! At Alberty Asset Management LLC our priority is to help clients simplify their financial lives, focus on what’s important, and implement the customized strategies they need to achieve and maintain long-term financial security.

Alberty Asset Management LLC is an independent, fee-only Registered Investment Advisor. We work with a wide range of clients throughout Oregon, Washington and California. If you would like to know more about how we can help you manage your financial life, please give us a call.

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Helpful Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

How Income Taxes Work

A quick look at how federal income taxes work.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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