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Sometimes there is a disconnect between Wall Street and Main Street. The economy is recovering quickly from the Covid induced slowdown, unemployment is at near all-time lows, wages are soaring, consumers are confident and spending. Unfortunately, prices are also increasing-in fact faster than wages. The Fed is now concerned and is signaling in no uncertain terms that it will reverse the easy money and low interest rate era we have enjoyed over the last five years to fight inflation. The bond and stock markets are reacting as they always do, AHEAD of what is happening now on main street. So even though we experienced a booming economy, the financial markets are issuing their doubts about the prospective future of the economy.

Deschutes Investment Consulting would like to recognize Phil Sherman, CFP®, CPFA®, for all his hard work and dedication since joining the team in 2019. Phil is currently a Financial Advisor and Wellness Specialist at Deschutes, where he helps to guide the financial lives of individual wealth management clients and participants in our Corporate Retirement plans.

We all want to make small changes to make the world a better place, and some of these changes can take place through your investment portfolio! This article discusses Environmental, Social, and Governance (ESG) investing, how to get started, and the difference it can make for both your investments and the environment.

Did you know that April is Financial Literacy Month? Financial Literacy Month is a national campaign designed to bring more financial education to children and adults.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

This Deschutes employee spotlight is featuring Diane Bella, our Corporate Retirement Plan Administrator. She has been an invaluable resource to Deschutes throughout the years. Diane provides insight, advice, and guidance to our clients on their plans and as a mentor to other staff members.