Biden Administration’s Impact on ESG Investing

The early actions of the Biden administration are falling right in line with expectations regarding climate related policy and its impact on Socially Responsible Investing. (Socially Responsible Investing implements additional investment evaluation criteria – specifically related to the Environment, Social issues, and Governance . . . ESG). On Inauguration day the President ordered an immediate … Read more

Feature article about SRI in the Source Weekly by Jack Schniepp

SRI Investing

“Socially responsible investing lets people live their values” says Jack Schniepp in his article that published in Source Weekly this week.  In the article, Jack shares about SRI, value of having the CFP designation and being a fee only advisor in addition to offering some investment principles.  Check it out here:   Source Weekly Article

Pre-Election Market Update

Bend Oregon Wealth Management

With the election just 3 weeks away, I thought that you might appreciate seeing some of the market return numbers for presidential and congressional mixes historically. This presidential election is being referred to as one like “no other”. It certainly feels that way, although there have been others with plenty of turmoil and division. As … Read more

Better Returns with SRI Investing

If you’ve stayed up on our posts over the past 5 years, you’ve likely noticed that one of the main themes is debunking the idea that you must sacrifice returns to invest sustainably and responsibly (SRI). We’ve presented numerous in-depth reports and research to our readers showing that this concept is unsupported, though it remains … Read more