Newsletter: Advice At A Higher Level, Q2 2019

2019Q2 Retirement Times Newsletter from Cable Hill PartnersPortland, Ore. (June 2019) — With sunny weather on the horizon, now is the time your plans for summer fun come to fruition! You may be noticing a surge in activities to add to your calendar and with that comes a surge in upcoming expenses. There are just a few short months of clear skies in the Northwest and no matter your interests, there will be plenty of opportunities to get out and go! Now is the time to prioritize and plan.


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Newsletter: Advice At A Higher Level, Q3 2018

2018Q3 Retirement Newsletter Cable Hill PartnersPortland, Ore. (Sept. 25, 2018) — This issue of “Advice at a Higher Level” is all about retirement plan health and addressing common issues that arise related to former employee accounts and distributions. We provide best practices for helping prevent uncashed retirement distribution checks and outline the potential “Pros” and “Cons” to forcing out former participants.


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Mandy Peterson is Cable Hill's Newest Relationship Manager

Relationship Manager, Mandy PetersonPortland, Ore. (Sept. 13, 2018) — Exciting news! Cable Hill Partners is happy to introduce Mandy Peterson as our newest Relationship Manager, partnering closely with the entire Cable Hill Partners team to provide comprehensive financial guidance to our clients. Mandy is a valuable member of our team and prior to being a Relationship Manager, began her career with Cable Hill Partners as a Client Service Associate and member of our Retirement Plan Service Team.

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Jeff Gates Joins Cable Hill Partners

Lead Advisor Jeff Gates Joins the Cable Hill Partners Team

Jeff Gates, CFP® Financial Advisor, PortlandCable Hill Partners is proud to welcome Jeff Gates, CFP®, MBA as our newest Lead Advisor. Jeff brings over 12 years of experience providing advice and planning solutions to families and business owners, particularly Portland-area dental professionals.

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Successful Season for Coach Brian Hefele

20160718 baseball

Another Successful Season for Coach Brian Hefele and the Chapman Swifts

Founding Partner Brian Hefele just wrapped up his 4th season coaching the Chapman Swifts in the Lincoln Youth Baseball & Softball League. The success of the season was measured in smiles and dog piles after great play on the field. But most importantly this team grew as baseball players, friends and good kids.

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Merrill Lynch Advisers in Portland Break Away (WSJ)

Three financial advisers in the Portland, Ore., office of Bank of America Corp.'s (BAC) Merrill Lynch have left the firm to launch an independent investment advisory firm.

The newly formed Cable Hill Partners is now partnered with platform provider Dynasty Financial Partners.

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