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What's New in Our Blog

  • Market Insights – May 1, 2015 05/01/15
    “No persons are more frequently wrong than those who will not admit that they are wrong” Francois De La Rochefoucauld Dear Clients and Friends, Earlier this spring, I mentioned in one of my writings that 2014 was a difficult year for me as an investor. I got two major investment themes wrong. Number 1:  I was quite sure that interest rates were headed higher throughout the year. Rates not only didn’t go higher, they declined by a surprising 40 basis points which produced a whopping +20% total return on an investment in the 30 yr. Treasury bond. Number 2: The shale oil boom was in full swing last year and we were discovering with regularity, vast new reserves of oil in the United States. I was quite sure that energy independence was now a reality and OPEC no longer held the control over oil prices that they once had. On Read more...
  • Blueprints For Special Needs Families – April 14, 2015 04/14/15
    My Child Owns A Condo – Did I Do The Right Planning? Rob Wrubel CFP®, AIF® A safe and permanent home is right at the top of the list of wishes most parents have for their family member with special needs. We give that to our family members when they live at home with us and we seek to keep that for them when they live independently. How are you planning to provide housing for your family member with special needs in the future? Many people I speak to plan to buy a home or condominium or leave the family house to the person with special needs. This newsletter reviews some of the considerations to think through as you take care of your planning. My Blueprints planning process includes the Building Block where you set up a special needs trust. You will identify assets to fund the trust and other Read more...
  • Market Insights – April 10, 2015 04/10/15
    “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.”  — Sir Winston Churchill Dear Clients and Friends, Last week my colleague Jan Weiland and I were having a conversation about the disappointing March jobs number and what that would portend for 1st quarter GDP growth. During the course of the conversation I lamented that, after 6 years of recovery, it seemed like you could still “knock the economy down with a feather.” West Coast dock strikes, a rising dollar, oil field retrenchment and a brutal East Coast winter have surely contributed to a slowing of growth but I am now hearing predictions for possibly only +0.5% GDP growth for the first quarter of 2015 (which would explain poor March job creation). Why is this the case? I don’t know for sure but I think we Read more...
  • Market Insights – March 9, 2015 03/09/15
    Everybody has a plan until they get punched in the face”  —  Mike Tyson Dear Clients and Friends, February was a good month for stocks, surprisingly so given the fact that January had started so poorly. It seems that nervous investors began to calm down as oil prices stabilized and 4th quarter corporate profits once again, expanded at an impressive rate. The “Plow Horse” economy (as Brian Westbury refers to it), continues to expand at a steady 2.5% pace. Not too strong to create inflationary pressures and not strong enough to produce 300,000 jobs per month, although it is likely that the record setting bad weather over most of the East Coast and the recent dockworkers strike, will impact the economy over the near term. The bottom line is that economic growth continues, job creation is accelerating and wages are beginning to rise. With that, look for the FED to Read more...

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Mission Statement

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It is Our Mission to protect and enhance our client's financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.

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INDEPENDENT Cascade Investment Group is 100% owned by the partners, individuals who are active daily in the management of client assets. Our firm formed in 1993 with the spirit of client-focused investment advice free from conflicts of interest caused by large corporate ownership.
INDIVIDUALIZED Cascade Investment Group offers clients personal, custom investment advice and solutions. We do not have required model portfolios or investment platforms. Our duty is to serve each client according to their needs. Decisions for you are not made by managers you have not met and may not be in your best interests.
INVESTMENT ADVICE Investing involves a balance between rewards from gains and risk of loss. Our experienced, knowledgeable team has navigated the storms and opportunities with investors through different markets cycle.
FIDUCIARY Cascade Investment Group acts in a fiduciary capacity for clients we serve in our advisory capacity. Fiduciary advisors must make recommendation in the best interests of clients and client interests come before the firm’s. We seek to disclose all conflicts of interest.

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