Stay Informed with Expert Insight

With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.

Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.

What if the companies you choose to invest in could support your financial goals and help you attempt to make the world a better place? "Impact investing," also called ESG or investing with the intention of creating a positive social or environmental change, in addition to a financial return, is possible and on the rise.

What Goes Up Must Come Down - A Reflection and Market Outlook from Deschutes CEO MacGregor Hall. Reflecting on 2022: Volatility in the equity markets is to be expected at times. Anyone who studies the stock market will tell you that “Corrections" and "Bear" markets are common, especially after a period of extraordinary returns that which we experienced through 2020 and 2021. They will also tell you that a "bear" market in fixed income is rare and even more so when combined with a significant decline in the stock markets. In fact, we must go back more than 75 years to find a time when there was as big a decline in both markets simultaneously.

Deschutes Investment Advisor Kyle Dodrill, CFP® recently gave his expert opinion on the topic of Compound Interest to MoneyGeek.com. For anyone starting out with investing, understanding the basics of how Compound Interest works is very important. Read on to view the full interview.

January is Financial Wellness Month, which means it is a great time to check in with your financial strategy. When it comes to setting a budget or reaching a goal it is not a “stop getting lattes” conversation; it is a “are we spending money on the things that matter?” conversation. Our advisors are here to help navigate the big questions with you.