Your Retirement Plan
An investment category representing ownership in a publicly traded company.
What are stocks?
Name of the Women's soccer team in Portland
Portland Thorns
A common amount for someone to have in an emergency fund
What is 3-6 months worth of living expenses?
"Why not" go here for great tacos...
What is Por Que No?
The annual contribution limit for 401(k) contributions for employees under 50 years old
What is $19,000?
This investment category represents a loan to the issuer.
What are Bonds?
The number of championships the Timber's and Blazer's have won (combined)
What is 2?
This rule is a simple way to determine how long an investment will take to double given a fixed rate of return.
What is the rule of 72?
Example: If you have $10k an assume an 8% rate of return it will take about 9 years for it to grow to $20k.
According to Portland Eater the best pizza in town and an attached arcade to keep the fun going
What is Apizza Scholls?
The matching structure for the Fuerst Group plan
What is Employee saves 6% and Fuerst matches 3%?
This is an ideal savings rate towards retirement accounts.
What is at least 15%
Blazers point guard recently famous for his 37ft shot to beat the OKC Thunder.
Who is Damian Lillard (aka Logo Lillard)?
A rule that describes how much you should draw from your retirement account per year in retirement
What is the 4% rule?
Example: If you have a $1,000,000 portfolio in year one you should withdrawal $40k. The following year you should look at the portfolio balance (accounting for withdrawals and growth) and withdrawal 4% accounting for inflation.
When translated means "our family" in Portuguese, this coffee shop in the pearl leaves you coming back for more.
Nossa Familia Coffee
Someone who acts within YOUR best interest, providing the highest standard of care.
Who is a fiduciary (Human Investing)?
The name of this investment option within your 401(k) plan that automatically invests you across different asset classes based on your age and estimated retirement year.
What are Target Date Funds?
A bar named after the year the Portland Trail Blazers won the NBA championship
What is Spirit of 77
This rule describes how much you should invest in stocks and bonds based on their current age.
What is the 120 minus your age rule?
Example: Take 120 - (age of 55) = 65
Your portfolio could be 65% stocks and 35% bonds
This east burnside restaurant will have you "flying" back and is also known for excellent deserts.
What is Le Pigeon?
Your eligibility time period
What is the 1st of the month after your hire date?
Holding a variety of investments to reduce risk
What is diversification?
This "Battered Bastards of Baseball" Netflix documentary portrayed this basebal team in the 1970's
Who are the Portland Mavericks?
Experts recommended housing costs should be no more than this percent of your net income
What is 25%?
Texan for Partner this BBQ place as been a favorite in PDX since 2006