Certified Financial Planner (CFP)

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

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