Sherpa Wealth Strategies Financial Planner in Bend, Oregon

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The (G) in ESG

The (G) in ESG

The (G) in "ESG" ESG stands for Environmental, Social and Governance. ESG criteria is used to vet a company’s practices in regard to the environment and communities. The “G” in ESG looks at an organization’s corporate governance Governance (or corporate governance)...

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The (S) in ESG

The (S) in ESG

The "S" in ESG ESG stands for Environmental, Social and Governance. ESG criteria used to vet a company’s practices in regard to the environment and communities. The “S” in ESG looks at an organization’s business relationships and impact on society, both internally and...

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The (E) in ESG

The (E) in ESG

The “E” in ESG There are a lot of different terms for responsible investing. SRI stands for Socially Responsible Investing, or Sustainable, Responsible and Impact investing or some combination of the two. There’s also green investing, values-based investing and ESG...

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The ABC’s of 529 College Savings Plans

The ABC’s of 529 College Savings Plans

The ABCs of 529 Plans May 29 is 529 day! 529 college savings plans are the most popular way to set aside money for college tuition. So what is a 529 and how does it work? A 529 plan allows folks – parents, grandparents, family friends – to save and invest money to pay...

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Tax Arbitrage in Your Sixties

Tax Arbitrage in Your Sixties

Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....

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Secrets of The Modest Millionaire

Secrets of The Modest Millionaire

One of my first clients was a retired auto mechanic for the local city government. “Ron” repaired police cars and snowplows for a living. He never made more than $20,000 per year over his long career. Ron worked hard, spent less than he earned and consistently...

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Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score

Using Your Net Worth to Keep Score Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net...

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Contact
Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

    444 NE Norton Ave. #101,
       Bend OR 97701

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