Investment Research
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2019 Outlook


After a wild 4th Quarter in the markets the S&P 500 index ended down -4.4 for the year, it’s worst return since 2008. As is usual, the short term outlook is murky. LPL Financial along with all other investment firms attempt to provide a bit longer view with their Annual Outlooks for the coming year. … Read more

#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