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

Webinar about SRI

Evaluating Sustainable and Socially Responsible Investments:  Learn how to align your investments and your values with Jack Schniepp, CFP on his webinar at Deschutes County Library. Jack Schniepp, the founder of Cascade Financial Strategies, discusses the value of choosing Socially Responsible Investments (SRI) when making a financial plan, with Liz Goodrich from the Deschutes County Library … Read more