Fee-Only Financial Planning and Investment Management Firm in Bend, Oregon
We are a boutique FEE ONLY Financial Planning and Investment Management firm that provides planning-based strategies and unbiased advice. We aim at addressing the financial obstacles encountered throughout a lifetime. Please watch this little video about our team that shares with you more about our mission in serving our clients.
Socially Responsible Investing (SRI) is an investment strategy that analyzes investments on their social merits in addition to their return and economic merits. Our blog, SRIbend.com, is dedicated to publishing educational information on this investment strategy. CFS is the only firm in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. CFS is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living.
FROM OUR BLOG SRIBEND.COM
I see one of my most crucial roles as managing expectations by continuing to focus, and assist my clients to focus, on a broader and longer-term outlook
As we continue to field questions from clients about whether or not it would be a good idea to add Bitcoin or some other type of Cryptocurrency to their portfolios,…
“Bitcoin and other cryptocurrencies have no income or utility, so there’s just no way to arrive at a fundamental value. A bubble occurs when the price of something is way above its fundamental value. But we can’t even determine the fundamental value of these cryptocurrencies, and yet their prices have run up dramatically. In that sense, this looks like a bubble to me.”
Dividends are not guaranteed and are subject to change or elimination. Past performance is no guarantee of future results. Diversification does not guarantee profit or protect against loss in declining markets. Alternative investments are complex investment vehicles which generally have high costs and substantial risks.