The turn of the year marks the start of many rituals. In our financial planning practice, we report to clients and their tax accountants about their investment income and expenses in the previous year. And of course, we write letters like this one summarizing the year past in financial markets and giving reflections and observations […]
This year January 15 falls on a Sunday, and the next day we recognize the birthday of Dr. Martin Luther King, Jr. This shuffles the IRS’ due date for estimated tax payments to Tuesday, January 17. Payments due are for the period September 1 to December 31. (Yes, that’s not a calendar quarter! Here’s a […]
Maritime metaphors abound in the financial space, including some of our own in reference to Ted Kutscher’s paintings. Schwab, in its 2023 outlook, has a nicely phrased one: Cross currents continue to rock the economic boat, even though we believe a brighter year is on the horizon. In January, we’ll send our own review and […]
KBBS Financial principal Cameron Barsness was published in the December 2022 issue of Green Money Journal. Her article, “Building Trust Through Authenticity,” includes personal examples across four categories: care, sincerity, reliability and competence. Cam writes: “To serve clients well, we must gain their trust. We then nurture and maintain that trust by delivering outstanding client experiences in […]
For a Q4 magazine cover story, Morningstar’s Leslie Norton—formerly a longtime Barron’s reporter—spoke with KBBS Financial principal Cameron Barsness for a new article on why, in Norton’s view, “ESG and sustainable investing are here to stay.” In the “Spotlight” feature, Norton quotes Cam sharing about how, at KBBS, client interest propels the conversation and leads […]
Whether we’ve been the driver or a passenger—perhaps as a child in the back seat on a family road trip—we’re all familiar with the question “How long until we get there?” Now, following the third consecutive quarter of market declines in both stocks and bonds amidst the Federal Reserve’s campaign to hike interest rates and […]
We’ve all seen action movies where the hero-protagonist seems to suffer one setback after another in the opening half, to the point where you’re left thinking “What else can go wrong? How is the hero ever going to get out of this?” The front half of 2022 in financial markets has felt a bit that […]
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 […]
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 […]
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 […]