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Blog

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Collene Bragg | Jun 6, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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Collene Bragg | May 6, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Collene Bragg | Apr 6, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Collene Bragg | Mar 6, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Collene Bragg | Feb 6, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Collene Bragg | Jan 6, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Collene Bragg | Dec 6, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Collene Bragg | Nov 6, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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a glass jar filled with coins and a plant by Towfiqu barbhuiya courtesy of Unsplash.
Collene Bragg | Nov 5, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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two blue beach chairs near body of water by Aaron Burden courtesy of Unsplash.
Collene Bragg | Nov 5, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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yellow and white balloons on table by Lucas Law courtesy of Unsplash.
Collene Bragg | Nov 5, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Minimize Capital Gains On A Sale | Isler Wealth Management
Isler Wealth Management | Feb 1, 2024

How to Minimize Capital Gains on a Sale

How to minimize capital gains on a sale: Selling a business? Selling commercial real estate? Selling residential real estate? Selling a highly appreciated stock
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Our Office

1976 Garden Ave
Eugene, OR 97403

Contact Us

Phone: 541-342-5161
Email: info@islerwealth.com

 

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Isler Wealth Management is a registered Investment Advisor and is licensed in OR and TX. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or exemptions from licensing are met.

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