Impact Investing
Make an Impact with your Investments

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! This is an awesome way to support a worthy cause and experience Bend’s best … Read more

History of Socially Responsible Investing

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 first to attempt to put their … Read more

Philanthropic Foundations doing more harm than good?

Financial Advisor Bend Oregon

I know, this sounds like a silly question. Does anyone really think that organizations which are giving billions of dollars for good causes are actually causing any harm? Before answering, it is important to understand how private foundations usually operate. To avoid an IRS penalty, these foundations are required to annually distribute 5 percent of … Read more

Evolution of SRI Investing

Financial Advisor Bend Oregon

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 first to attempt to put their … Read more

Chocolate like Gold

Fair Trade Chocolate

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 worth the sacrifice if it means preventing another child from … Read more