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

How Many Acres Must I Own?

  A new rule enacted 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 [...]

By |2019-04-15T21:40:41+00:00July 6th, 2017|Retirement Planning|

Variable Annuity Sales Take Another Big Hit

Variable annuities are sold by licensed security brokers, fees and expenses are included   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 [...]

By |2019-02-16T20:44:47+00:00April 5th, 2017|Annuities|

Avoid Identity Theft; Learn How to Recognize Phishing Scams

Learn how to identify and recognize phishing scams   Simply ask for it. That’s the easiest way for an identity thief to steal your personal information. Each day, people fall victim to phishing scams through emails, texts or phone calls and mistakenly turn over important data. In turn, cybercriminals try to use that data to [...]

By |2018-12-17T10:15:58+00:00December 7th, 2016|General Business|