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What's New in Our Blog

  • 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...
  • Blueprints For Special Needs Families – June 18, 2014 06/18/14
    Keep Future Goals In Front Of You To Keep Planning On Track Rob Wrubel CFP®, AIF® Planning for your family starts with writing down dreams and goals. Start with a list to help you decide what is most important today and what you need to work on for the future. My clients have wonderful, interesting and important dreams and goals. Some people want to go to Disney World every year. Others want to focus on retirement. Still others seek to create a business or living environment that will help their sons or daughters with special needs live a fulfilling life. These visions of the future will help you stay on track as you follow the Building Blocks of getting a trust, eliminating debt and saving for the future. Planning for your future takes times. It takes time to get out of debt. It takes time to build emergency funds. It Read more...
  • Wealth Notes – June 12, 2014 06/12/14
    Communicate To Simplify Your Estate We work with people in all stages of life. Our oldest clients are in their 90s and our youngest just born (OK, it is really their parents that are clients). Every year it seems like we help someone who has been appointed administrator of an estate or we meet a new family member when a client passes away. During the financial planning process we always ask our clients if they have a will or trust and we check to see the last time they reviewed their estate documents. We need to do this for several reasons: Beneficiary designations on life insurance, retirement plans and any annuities need to be updated if there are changes to the estate plan. Families with old estate documents most likely do not have medical powers of attorney, HIPAA compliant updates and other powers of attorney that could be needed. Changes 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.

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