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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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Office: (541)676-5226

Toll-Free: (866)325-5326

430 West Linden Way

P.O. Box 369

Heppner, OR 97836

rita@bluemountaininvest.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Located in the heart of Eastern Oregon, Blue Mountain Investment Management LLC, is a financial planning and investment management firm dedicated to the residents of Heppner, Hermiston, Boardman, and Ione. Founded by Rita Van Schoiack, the firm specializes in navigating the complexities of retirement planning for clients throughout Oregon, Washington, Idaho, and California. The firm offers a flexible fee structure, which may include flat fee planning services, assets under management (AUM) advisory services, and commission-based products, depending on the type of services provided.

Securities and advisory services offered through Cetera Advisors LLC member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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