Steve Kerby

About Steve Kerby

Throughout over 48 years in the financial services industry, Steve has focused on each client’s goals and ambitions and has matched them up with the best possible financial planning options. Web Site:

Office: (503) 936-3535 | O.F.G.

How Many Acres Must I Own?

  A new rule exacted by the Department of Labor governing financial advice provided by advisors has thrown the industry into a state of confusion and disarray.  The "Fiduciary Rule" went into effect June 9, 2017, however, any enforcement of the rule has been delayed until January 2018.  New DOL Commissioner Acosta has indicated the [...]

By | 2017-10-23T00:29:44+00:00 July 6th, 2017|Retirement Planning|

Variable Annuity Sales Take Another Big Hit

Variable annuity sales are headed for their lowest annual sales in nearly two decades, since the mid 90’s, as their multi-year slide continues.  Broker dealers have been running from the current trend in “transparency” of products, and are now turning to products with stronger guarantees: fixed indexed annuities. (FIA) Sales of variable annuities are down [...]

By | 2017-10-23T02:03:08+00:00 April 5th, 2017|Annuities|