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  • ABOUT US
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    • All Services
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Retirement Savings Plan to be Mandated for all Oregon Employers

by Kernutt Stokes | Jun 22, 2017 | The Kernutt Stokes Advisor, Volume 2 Issue 3

By Dean Huber More than 1 million Oregon workers do not have access to an employer sponsored retirement savings plan at work.  The Oregon Legislature considered this a retirement savings crisis and passed a bill in 2015 to remedy the situation.  They created...

Backdoor Roth IRAs and Skinny Lattes

by Kernutt Stokes | Jun 22, 2017 | The Kernutt Stokes Advisor, Volume 2 Issue 3

By John Mlynczyk Roth IRAs are excellent retirement and estate planning vehicles.  Roth IRAs provide for tax free growth on your investments and tax free distributions at retirement.  That’s great!   However, many taxpayers cannot make direct contributions to Roth...

Could Potential Tax Changes and a Private Equity Black Hole Undermine the Value of Your Business?

by Kernutt Stokes | Jun 22, 2017 | The Kernutt Stokes Advisor, Volume 2 Issue 3

Until a few years ago, the average private equity fund’s multiyear performance materially outperformed the S&P 500. More recently, however, the average private equity fund is performing more in-line with this benchmark, causing a growing number of people to...

Stock Market: Investors Take Political Turmoil in Stride

by Kernutt Stokes | Jun 22, 2017 | The Kernutt Stokes Advisor, Volume 2 Issue 3

Not surprisingly, Donald Trump’s first 100 days as president have delivered surprises, scandals and controversy – none of which are considered beneficial to steady stock market performance. Yet, despite the screaming headlines, the markets generally held their own....

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