A Registered Investment Advisor

Jack is Presenting at the Go Clean Energy Conference!

There’s still time to sign up for 350Deschutes’ Go Clean Energy Conference held this Thursday Oct. 3rd at Trinity Episcopal next to the library in downtown Bend. The packed schedule begins at 8:45am and finishes up with a social in the evening. I will be presenting at... read more

Risks of Not Applying ESG screening

There have been many examples throughout investment history when massive changes have propelled a business or sector. This usually happens at the expense of another business due to advances in technology that were often ignored. In this article (The Canary in the Coal... read more

Sustainably Responsible Investing Event in Portland

I had the opportunity last week to be at the SIS Sustainable Investing Solutions conference in Portland. It was an event similar to one I attended back in 2014 that vaulted me into researching and ultimately integrating Socially Responsible Investments (SRI), or... read more

Giving Back to the Community

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!... 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... read more

Hosting the Green Drinks EXPO!

We are co-hosting this Thursday’s Green Drinks Expo! The Bend Environmental Center  and local Green Spot Businesses like Cascade Financial Strategies (CFS) play host to the rotating venue every other month. This is the kickoff event for 2017 which will feature CFS and... 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... read more

Post election sell-off?

The information found in this blog post seems to point in the opposite direction of a market sell-off. Post-Election sell-off? I thought that it might make for a good diversion to all of the other news that will be coming out tomorrow. I like the positive projections... read more

Investing for Impact, Portland

I had the opportunity last week to make the beautiful drive over to Portland to take part in an annual Socially Responsible Investment event. This has always proved to be motivating and full of great information about the latest SRI trends and insight. Here are a few... read more

act Locally – Earth Month, Bend

As the parent of eight children, I have felt an extra responsibility to promote conservation efforts in our home – with some success. At the core of this effort is the simple idea: “Waste not!”. Here in Bend the Central Oregon Community College has partnered with our... read more

Opportunities in Socially Responsible Investing

Socially Responsible Investing (SRI) has come a very long way in recent years. If you have ever wondered about the possibility of aligning your personal values with your investments, now is the time to take a serious look at this fast growing segment of the market.... read more

Lessons from MLK and the Influence of our Dollars

(I am proud to introduce my 23 year old son Caleb as the guest blogger of this post! I love his reflections on how the methods of Dr. Martin Luther King Jr. during the Civil Rights Movement can be applied to responsible investment issues.) There isn’t a day that... read more

SRI and Human Trafficking Awareness Day

Justice issues are the reason I began researching Socially Responsible Investing. Our first blog (ChocolateLikeGold) describes how my family became aware of the forced labor of children on the cocoa farms of West Africa. The topic of human trafficking is possibly the... read more

SRI Momentum accelerates in ‘15

– Oil Exports, Paris Climate Conferences and the top 10 advances in ’15.  Just as in each of the past few years, 2015 produced major advances in the Socially Responsible Investment realm. Events in the past month served to put an exclamation point on what is sure to... read more

More SRI Growth potential!

It seems that each month brings more news of momentum in the Socially Responsible Investment (SRI) realm! On October 27th the US Department of Labor issued an “Interpretive Bulletin” which could open the door for substantial increases in the use of Socially... read more

History of Socially Responsible Investing

My undergrad degree was in history so I always seem to feel the need to begin with a look back. SRI investments probably existed in many shapes and forms for as long as societies have been bartering and exchanging goods. In this country the Quakers may have been the... read more

Even more reasons to divest from fossil fuels

A few months ago we wrote about “5 Reasons to Consider Divesting from Fossil Fuels” (reproduced below). A recent article in Inside Philanthropy added even more (fossil) fuel to the fire – so to speak. “We predicted that it wouldn’t be... read more

The next trend for big corporations

“Walmart uses a half percent of all the electricity produced in the United States, ranking it ahead of 12 states in electricity consumption” according to the Institute for Local Self-Reliance. “The Google’s search engine’s 5-minute... read more

SRI Funds for the DIY Investor

For the DIY (do it yourself) investor that is looking at some different mutual funds to invest in, in which case said investor will likely google “socially responsible funds” and click on the first couple of links – an article from Kiplinger that is... read more

Battery Powered Future

Our parent firm, LPL Financial, is not necessarily known for promoting Socially Responsible Investments. But a recent article produced by their research team serves to highlight the true opportunity that SRI presents. In the same week Credit Suisse released a similar... read more

Green Drinks

On Thursday evening last week, Jack and I attended a local event called Green Drinks in Bend, Oregon. Green Drinks is a very loose confederacy of self-organizing groups that meet in various communities around the world. The idea is to gather people together who have a... read more

SRI for Aristotle

At SRI Bend we talk a lot about SRI investing being an “investment strategy”. As if it is just one of the menu items that investors have to choose from: value investing, growth investing, long/short investing, global macro investing…there are many, but you get the... read more

5 Reasons to Consider Divesting from Fossil Fuels

OK, I admit, the title is not exactly true. But two reasons just did not sound like enough to grab your attention. They’re both very good ones and we will end up with five at the end: 1) For the planet . . . if you believe Climate Change is a reality. 2) For your... read more

SRI Misconception #1 . . . Poor Returns.

Ask most financial advisors about Socially Responsible Investments and they will likely defer to the standard response, “We can do SRI but you’ll have to sacrifice returns”. I know, because that is what I used to tell clients in my first 10 years in this industry when... read more

Evolution of SRI Investing

My undergrad degree was in history so I always seem to feel the need to begin with a look back. SRI investments probably existed in many shapes and forms for as long as societies have been bartering and exchanging goods. In this country the Quakers may have been the... read more

The New Value(s) Investors (Part 2)

For an overview on Socially Responsible Investing please see Part 1 of this series here: http://www.sribend.com/the-new-values-investors-part-1/ Investors looking for some simple steps they can start to take to move their portfolio toward aligning more closely with... read more

The New Value(s) Investors (Part 1)

Value Investing is responsible for some of the world’s most significant fortunes; think Warren Buffett and Benjamin Graham. Traditional value investing consists of finding companies with a stock price that is cheap compared to it’s ‘intrinsic value’. Intrinsic value... read more

Chocolate like Gold

Chocolate is like gold around our house. Ever since my teenaged daughters found out about non-fair trade practices in the chocolate industry, we’ve had to adjust our intake. Fair Trade chocolate bars are expensive! None of my 8 kids will hesitate to tell you that it’s... read more