#1 Reason Advisors don’t offer SRI

It seems that no matter how much evidence flows in that counters the pervasive idea that responsible investing produces inferior returns, most investment professionals still choose to deny the facts. Responses from my local Bend colleagues regarding Socially Responsible Investing (SRI) continue to be influenced by this misconception. This is still the main reason they … Read more

Market and Economic Outlook for 2017

Happy New Year! Below is a summary of LPL Financial’s economic and market outlook/forecast. You can follow the link to view the entire piece. This broad view provided by LPL is very similar to the majority opinions of most investment firms. I hope that the information will help you gain a general perspective on the … Read more

Post Election 2017 Outlook

Before providing projections for next year, the LPL Research team takes a look back at this time last year. At that time, the markets were recovering from more than a -10% pullback only to enter a period of steeper declines in January and February of this year. After the markets reached record highs again last … Read more

Bend Venture Conference adds Social Impact Category

New to the Bend Venture Conference (BVC) this year was the addition of Social Impact Category carrying an investment of $250,000! These applicants were described as “for-profit Oregonian companies whose business models are integrated with a mission to have a significant and measurable social or environmental impact.” This addition by the BVC, now in its … Read more

DOL Fiduciary Rules and Corporate Ethics (part 2)

This commentary is a continuation of our last post, Wells Fargo “Ethics” and new DOL rules, which focused on the ethics breaches at Wells Fargo. The damage done by these breaches are unsurprisingly deep and wide spread because of the relationship of trust necessary between banks and their clients. An even more comprehensive trust relationship … Read more

Feels good to be right, sometimes!

On August 26, 2016 we published this post entitled, “5 Reasons we won’t have a Recession in the next 12 months.” One year later the reasoning behind this forecast has been proved correct! Markets have reached new highs and most economic indicators are showing continued strength. But of course, now we must look ahead to … Read more