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    70 SW Century Dr., Ste 100 PMB 5056 Bend, OR 97702 O: 541.316.0555
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What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/12/2022
What's on the market's wish list for 2023? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
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Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
The Fed and the fuss, demystified [INFOGRAPHIC]
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
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6 Hacks to Boost Your Productivity [INFOGRAPHIC]
Streamline your day with these simple suggestions.
Family & Lifestyle
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Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving
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Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
Debunking Social Security myths [INFOGRAPHIC]
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Sustainable Investing's Global Rise
Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
Markets & Investing

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twitterenvelope
Invera Wealth AdvisorsInvera Wealth Advisors
  • 70 SW Century Dr., Ste 100 PMB 5056 Bend, OR 97702
  • 541.316.0555
  • Map & Directions
  • Map & Directions

 

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