drodewald.umpquainvestments.comUmpqua Investments

Skip to main content Home About Us Our Team Our Mission Statement Our Firm Our Services Tell A Friend Resources Articles Calculators Flipbooks Newsletters Glossary Tax Library Videos Contact Us Account Log On DUANE RODEWALD Partner, Managing Director, Wealth Manager Please note our new contact information! 4949 Meadows Road, Suite 400 Lake Oswego , OR 97035 Phone: (971) 353-7800 or (800) 452-1929 Fax: (971) 353-7801 E-mail: duane.rodewald@stewardpartnersis.com Contact Us Please feel free to contact us with any questions. Contact Us Videos We have interesting videos for you to watch on my site. View Videos Calculators You can review interesting calculators on my site. View Calculators Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals. I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance. Newsletters Big Data for Smaller Players Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets. HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened? Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors. Gift vs. Inheritance: Consider the Tax Difference When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences. Three Questions to Consider During Open Enrollment Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment. More Newsletters » Calculators Cash Flow Analysis This Cash Flow Analysis form will help you weigh your income vs. your expenses. Impact of Inflation Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. Mortgage Refinancing Determine whether you should consider refinancing your mortgage. Credit Card Debt How Long Will It Take to Pay my Balance? More Calculators » Important Disclosures Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA / SIPC . Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. Site Map Back To Top Check the background of this investment professional Check the background of this financial professional on FINRA's BrokerCheck Check the background of this financial professional on FINRA's BrokerCheck...