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  • Market Insights – September 19, 2014 09/19/14
    “I think the only reason I’ve had the career life I’ve had is that someone told me some secrets early on about living. You can do very best when you are relaxed, no matter what is or what your job is, the more relaxed you are the better you are. That’s sort of why I got into acting. I realized that the more fun I had, the better I did it. I thought, that’s a job I could be proud of. It’s changed my life learning that and it’s made me better at what I do.”  —- Bill Murray (actor and comedian) Dear Clients and Friends, Let’s look at what we are dealing with today:  Vladimir Putin acting like he wants to invade eastern Ukraine, the rise and rapid spread of the radical Muslim terrorist group ISIS, the spreading Ebola virus in western Africa, solar flares that threaten to knock Read more...
  • Market Insights – August 15, 2014 08/15/14
    “You can’t build a reputation on what you’re going to do” — Henry Ford Dear Clients and Friends, Most of Europe is on vacation for the month of August. The President is on Martha’s Vineyard for vacation. Many from Wall Street are either in the Hamptons or at the Jersey shore for vacation and…..the worst record in Major League Baseball again belongs to the Colorado Rockies. Such are the dwindling days of summer and the slower pace now gives me time to organize thoughts and make some observations. 1.)     The DJIA is off -4.4% from its high (and still negative for the year). The S&P is off -4.2% from its high and the NASDAQ is off -3.8% from its high. Is this consolidation/correction over? 2.)     My guess is probably yes since the percentage of bulls to bears is now below 50% (46% to be exact and that is down from Read more...
  • Women & Investing – July 2, 2014 07/02/14
    Women & Investing Update from the June 24 meeting … Nontraded REITs I shared several handouts with the participants on topics I thought would be of interest.  The first was an article entitled “Nontraded REITs Are Hot, But Have Plenty of Critics” from the Monday, June 16, 2014 issue of The Wall Street Journal.  I defined a real estate investment trust as an investment vehicle which holds real estate with a common strategy, could be geographic or type of property (medical office buildings, hotels) where 90% of the income is distributed to the shareholders.  Nontraded REITs are those that have not passed the purview of the SEC (Securities and Exchange Commission.)  The article states that the issuance of such securities raised $19.6 billion last year and $4.2 billion the first quarter of this year.  This has become a BIG business.  It goes on to state that returns are difficult to Read more...
  • Market Insights – June 30, 2014 06/30/14
    “Last year we couldn’t win at home and we kept losing on the road. My failure as a hockey coach was that I couldn’t think of anyplace else to play.” — Harry Neale (former coach of the Vancouver Canucks) Dear Clients and Friends, As the stock market flirts with new highs seemingly every day, business media outlets continue to trot out “market gurus” and other “titans of investing” who have been either barely accurate or whiffed completely when it comes to market forecasting.  Although this makes for entertaining financial television, following these “types” has never been one of my favorite ways to make money. If you look beyond the prognostications you will probably find someone peddling a newsletter, precious metals or annuities. More importantly as Jim Cramer states, “I don’t like following gurus because I don’t have any access to the guru and I don’t have a line into his Read more...

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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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