Jack Schniepp 
Nearly five years ago, I created my first post at SRIBend.com! It was inspired by a couple of my kids who were concerned about the issue of child labor connected to the chocolate industry. At that time Big Chocolate companies were half-way to their commitment made in 2010 of tracking their cocoa sources towards fair … Read more
Take a look at the article that features Jack discussing Socially Responsible Investing in the April Issue of Bend Lifestyle Magazine . He says “In simplest terms, SRI is finding investments that don’t compromise a client’s values and the causes they care about or actively finding investments that make a positive impact on those causes.” … Read more
After many conversations with clients, I felt that some of the information I communicated to them was worth posting. Every market correction has presented some opportunities as well. Below are actions that I am taking in client accounts where they are appropriate. I’ve also listed a few things that should be avoided during times like … Read more
Good morning, With so much craziness going on in our world right now, I wanted to at least make this email connection with all of you. I have actually had relatively few phone conversations with clients considering the current situation that we find ourselves in. Most of my calls have focused on client goals and … Read more
Welcome to the New Year and, more importantly from an investment standpoint, the new decade! One year ago the First Trust Investment Group projected that the S&P 500 would be up nearly 25% by the end of 2019. If you remember, we had just suffered through an extremely negative 4th quarter of ’18 and at … Read more
On the Cyber Monday I thought it would be appropriate to share information from a recent event that we hosted to help our clients learn how to protect their personal information from various cyber security related attacks. The expertise provided in the presentation came from local FBI agents who generously volunteered their time to educate … Read more
Socially Responsible Investing Pays Off PUTTING YOUR MONEY WHERE YOUR VALUES ARE PAYS FOR INVESTORS Local investment firm, Cascade Financial Strategies, launches new blog, “SRI Bend”, to address objections and misconceptions about Socially Responsible Investing. Socially Responsible Investing (SRI) has undergone significant changes in the last few years and is experiencing impressive growth in many areas. A … Read more
Cascade Financial Strategies is a proud sponsor of NeighborImpact’s annual Foodie Crawl event! I’m looking forward to spending the evening with my wife and friends enjoying the fine food, drink and festivities offered by over a dozen downtown Bend, OR restaurants! This is an awesome way to support a worthy cause and experience Bend’s best … Read more
A little over a year ago I was invited to be on the Open Air show with Dawn Newton. I listened to the replay recently just to see if what I shared on the show was still relevant. My reasoning for the use of Socially Responsible Investments has not changed! And, unfortunately, the main misconception … Read more
The 2018 US Sustainable Investment Forum’s (US|SIF) SRI Trends report has arrived and the executive summary can be accessed HERE.. The increase in assets flowing into Socially Responsible Investments continues to grow rapidly! The report shows that from 2016 to 2018 investment assets in the US using SRI strategies grew from 8.7 trillion at the … Read more