Jack Schniepp in Bend Lifestyle Magazine

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

Proactive Steps for  Market Corrections

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

Jack’s letter to clients: What to do in this Market

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

How to Protect Against Cybersecurity Threats

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

Putting Your Money Where Your Values Are

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

Jack’s Interview on KPOV – discussing SRI

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

SRI Growth of 38% in 2018!

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