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All/Blog Posts/Newsletters
Man covering from binary code rain with umbrella stock illustration
June 25, 2026/by kentadmin

June 2026 Newsletter

March 6, 2026/by kentadmin

March 2026 Newsletter

Vector illustration - Growth Concept, people soaring into space
October 6, 2025/by kentadmin

October 2025 Newsletter

The figure of the worker reveals the truth underneath what is shown (Buy/Sell)
November 7, 2023/by kentadmin

Navigating Investment Decisions: The Art of When to Sell

"Retirement" is printed on a torn piece of paper that is inserted into the coin slot of a pink piggy bank against a blue background.
October 10, 2023/by kentadmin

Roth conversions for Partner Physicians: strategy is the key!

joyful balloon family.
September 12, 2023/by kentadmin

Planning for Joy

November 8, 2022/by kentadmin

When a physician asks: “When can I retire?”

Piggybank protected under a glass dome on blue background
February 7, 2022/by kentadmin

How the Common Plan helps protect your financial future

Wooden signpost with two arrows and black words on them.
February 1, 2021/by kentadmin

Active? Passive? Here is a third option for wise investors

Umbrella is protecting a piggy bank on blue background.
March 3, 2020/by kentadmin

Risk Parity: Managing risk within partner physician portfolios

The figure of the worker reveals the truth underneath what is shown (Buy/Sell)
November 7, 2023/by kentadmin

Navigating Investment Decisions: The Art of When to Sell

"Retirement" is printed on a torn piece of paper that is inserted into the coin slot of a pink piggy bank against a blue background.
October 10, 2023/by kentadmin

Roth conversions for Partner Physicians: strategy is the key!

joyful balloon family.
September 12, 2023/by kentadmin

Planning for Joy

November 8, 2022/by kentadmin

When a physician asks: “When can I retire?”

Piggybank protected under a glass dome on blue background
February 7, 2022/by kentadmin

How the Common Plan helps protect your financial future

Wooden signpost with two arrows and black words on them.
February 1, 2021/by kentadmin

Active? Passive? Here is a third option for wise investors

Umbrella is protecting a piggy bank on blue background.
March 3, 2020/by kentadmin

Risk Parity: Managing risk within partner physician portfolios

Man covering from binary code rain with umbrella stock illustration
June 25, 2026/by kentadmin

June 2026 Newsletter

March 6, 2026/by kentadmin

March 2026 Newsletter

Vector illustration - Growth Concept, people soaring into space
October 6, 2025/by kentadmin

October 2025 Newsletter

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Offices

Portland Office
503-433-7946
SoCal Office
424-772-1682
Main Address
9600 SW Barnes Rd, Ste 190
Portland, OR 97225

 

Connect

Lisa Mesquit, CFP®, CFA
l.mesquit@soaringinvestmentmanagement.com
Eric Imley, CFP®
e.imley@soaringinvestmentmanagement.com
Michael Mustian, CFP®, CKA, MDiv
michael@soaringinvestmentmanagement.com

©2019-2026 - Soaring Investment Management
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