First Quarter Review: Rate Hikes & Russia

The first quarter of 2022 was a uniquely challenging one for financial markets and investors, as both stocks and bonds generally declined.  As a consequence, the boost, or at least store of value, from bonds that normally accompanies a stock decline didn’t happen, causing a mixed stock and bond portfolio to exhibit results much closer […]

Are ESG Investments for Real? Advisors Should Vet Them ~ By Sam Del Rowe

KBBS principal Cameron Barsness spoke with Sam del Rowe of Financial Advisor IQ for an article about vetting ESG investments. “…Just like if you’re going to invest in a mutual fund, if it says ‘global’ in the name, sometimes that doesn’t actually tell you anything,” Cam says. “You have to do very similar due diligence […]

Cameron Barsness Interviewed by CommonGood Capital

KBBS Financial principal Cameron Barsness spoke with CommonGood Capital about impact investing and client engagement. Cam commented on what’s changed in the last two years about investors’ interest in ESG and responsible investing. She says, “More and more, clients want to see the influence of their dollars during their lifetimes. The idea that you can […]

Russia, Ukraine & A Profile of Financial Implications

The tragic events in Ukraine these past few weeks have demanded our close attention, and probably like many of you, we follow the news with heartbreak for the suffering of the Ukrainian people and admiration for their remarkable fortitude.  Obviously, we are keenly interested in the financial repercussions as well.  With President Biden following up […]

Cameron Barsness Named to Working Mother Magazine’s 2021″Top Wealth Advisor Moms”

National ranking of the most successful mothers working in financial advising today SEATTLE, WA, January 12, 2022 — Kutcher Benner Barsness & Stevens principal Cameron Barsness is among the 500 “Top Wealth Advisor Moms” in a 2021 nationwide evaluation conducted by Working Mother magazine in partnership with SHOOK Research. This is the fifth national ranking of […]

Reduction in Corporate and High-Yield Bonds – Q2 2021

Our newsletter for the third quarter is a departure from custom as we use the reasoning and analysis for a recommended trade to illustrate what we see happening in financial markets.  We will follow under separate cover with a request for trade approval if you own the relevant funds.  Among the many cognitive errors that […]