Chuck Jones & Associates, Inc.

Recent News

Taking a fresh look at your 401(k) allocations

All Things Financial Vol. 15 No. 9 By Charles P. Jones, CFP® A May survey by Hewitt Associates noted that despite record losses in their 401(k) savings in 2008, individuals stuck with their 401(k) plans. However, more people dealt with their worry about investment conditions by shifting money into more conservative investments. In addition, a significant number of [...]

2009 Oregon Legislative Wrap-Up — NFIB

From the Oct/Nov. ‘09 issue of NFIB “My Business” magazine: NFIB Oregon looked at every bill this session with one question: Does it create or kill jobs in Oregon? NFIB fought on behalf of small business without compromise, and although it was a damaging session for small businesses in Oregon, it was also marked with victories [...]

Jones wins NFIB Oregon Small Business Champion award

Financial planner Chuck Jones makes community involvement his creed SALEM, OR — Portland small business leader, Chuck Jones, has been named Oregon Small Business Champion of the Year for the second time. The honor was conferred upon him by the Oregon Leadership Council of the National Federation of Independent Business (NFIB). Each year, NFIB singles out [...]

CJ&A brings Smart financial advisor on board

From the desk of Chuck Jones: Sept 09, 2009. I am excited to announce the addition of our newest associate, Jill Smart. Jill is a licensed Financial Advisor and previously spent over twenty years in retail operations and management. After losing her mother, a business owner, unexpectedly, Jill served as her mother’s Personal Representative. She knows [...]

Getting your finances ready for the next rainy day — or decade

All Things Financial Vol. 15 No. 8By Charles P. Jones, CFP® It was Benjamin Franklin who once said, “The man who achieves makes many mistakes, but he never makes the biggest mistake of all — doing nothing.” As the nation continues to work its way out of recession and investors begin to take stock of what looks like [...]

401k Investment Education

July 20, 2009 In my spare time, I’ve been working on a start-up business in investment education, initially focusing on helping employees learn about their 401k plans. Our new website is now up and running: www.abcInvesting.com. (Some features are not yet operational.) Take a look and let me know what you think. There’s lots of [...]

Oregon “Small Business Bill of Rights” passed and signed

June 22, 2009 The seventy fifth Oregon Legislative Assembly—2009 Regular Session—signed the Enrolled House Joint Resolution 43 (HJR 0043) “Small Business Bill of Rights” on June 19, 2009. Before being signed the Resolution passed both the Oregon Senate and House unanimously. The Resolution, which was sponsored and supported by the National Federation of Independent Business (NFIB), [...]

Valuing Your Gifts to Charity

Back by popular demand… a guideline for valuing your gifts to charity. One of the best ways to get rid of your excess belongings is giving them to charity. Not only can you benefit the less fortunate, but you also can get paid for it doing by Uncle Sam. We are allowed to deduct the fair market [...]

Chuck Jones co-authors book on 401k investing

The ABCs of Your 401k By Dr. Bill Conerly, with Elizabeth Harrison and Chuck Jones, CFP® The ABCs of Your 401k covers everything you need to know to create financial security for your retirement. Most people are stunned by the many choices they have: * Roth 401k or regular 401k? * Contribute [...]

Hillsdale College Supporters meet Gov. Palin in Juneau, Alaska

Governor Sarah Palin spoke for a group of Hillsdale College supporters aboard the Regent – Seven Seas Mariner in Juneau, Alaska on August 2, 2008 . Chuck Jones, a Hillsdale College supporter and Certified Financial Planner™, was in attendance and had the opportunity to meet and chat the Alaskan Governor after her talk.