Hello clients, friends, and investment professionals. There is simply no way of overstating the obvious, that we are all living in a strange new world and business paradigm. It was only three months ago that most of us were booking flights, attending conferences, competing for business, going on vacation, enjoying meals at our favorite restaurants, […]
Recent legislative and regulatory changes have created a myriad of options for small business owners to find economic help during these unprecedented times. Here at Deschutes, we took the time to interview subject matter experts to cut through the maze of options and provide you the relevant information needed to help your business.
With recent changes in the retirement plan landscape, we here at Deschutes partnered with the Retirement Learning Center, to provide a video overview for Plan Sponsors. Watch this video for information on the legislative updates, how you as a Plan Sponsor can take action, and what to expect in the coming months.
I’m worried about all the recent bad news and talks of a recession, what should I do? First step, take a deep breath. It is important to recognize that the economic pullback we are experiencing is driven by a health pandemic that will resolve itself over time and not a financial one. Therefore, our first […]
For 35 years we have been observers of the stock and bond markets and advisors to our clients. During this period there have been many, many ups and downs in the world’s stock markets. The first, when I personally started in the business, was October 1987. The US stock market suffered its biggest one-day percentage […]
We have more reasons to celebrate this month here at Deschutes! We’ve added a Financial Wellness Specialist to our already great participant education team, and one of our key employees has reached a milestone in her career. Phil Sherman, CFP® joined us recently as a Financial Wellness Specialist. Phil works with individual clients and plan participants, […]
PORTLAND, Ore., June 17, 2019 /PRNewswire/ — Deschutes Investment Consulting proudly announces Mike Walters, a 20-year financial services veteran who has been with Deschutes since 2012, has been named Partner, Director of Business Development. In this role Walters will be spearheading the retirement plan services group’s organic growth initiatives. “The success of this firm has come from our constant […]
Fostering good attitudes and habits about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is something you should consider doing from a very early age, especially since it is rarely taught in schools. Further, if you can effectively demonstrate responsible financial behaviors yourself, they will […]
We originally published these comments in November of last year and they still ring true. As they say, “this is our story and we’re sticking with it!” As we leave 2018 behind, the much-hyped synchronized global expansion has plateaued, global economic growth has become more uneven, and domestic and international markets have become more volatile. […]
As you might expect, during times of increased volatility, we field more questions from clients about whether their portfolios are performing up to par. What is “par” for your portfolio anyway? The short answer is “it depends.” I often hear people talking about the “market.” The “market” was up by 500 points or down by […]