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What's New in Our Blog

  • Market Insights – December 18, 2014 12/18/14
    “Then one day he was shootin at some food and up from the ground came a bubblin crude. Oil that is….black gold…..Texas tea” — from the theme to the “Beverly Hillbillies” television show. Dear Clients and Friends, Oil vey! We are all aware by now, that the velocity of the oil price decline has been fierce – down 48% from the July highs — and has been the source of the flu-like symptoms that nearly every investor has experienced over the last several months. Any and all oil related investments in a portfolio have been bottomless “black holes” and have contributed to damaged overall performance for 2014. How much of the problem is excess supply (from the U.S.) and how much of it is due to weaker global demand (mainly from Europe which is on the cusp of its third recession in six years), nobody really knows at this point Read more...
  • Market Insights – October 21, 2014 10/21/14
    “I don’t want to make the wrong mistake” – Yogi Berra Dear Clients and Friends, Looking into the rear-view mirror, it seems like last Wednesday morning, while the “really smart” guys were “cleaning the clock” of investor confidence, we may have made an investable bottom in this “correction”. As Jim Cramer points out, “We always seem to forget at moments like this that major business decisions, like stock decisions, hinge on confidence. Think about the time in the last few years when we had lost confidence in our political system. What was the result? How about a wholesale repeal of an entire year’s stock market gains. How about when we lost confidence in the banking system? That was a time of tremendous dread. How about when we lost confidence in our ability to balance the budget and got a downgrade of U.S debt? Or when we figured out that European Read more...
  • Blueprints For Special Needs Families – October 20, 2014 10/20/14
    A $250,000 Mistake Rob Wrubel CFP®, AIF® Why would any investor seek to gain 7% on their portfolio only to have 25% of their investments go to waste? Similar scenarios play out in my office on a regular basis as I ask people about their beneficiary designations and their intentions to help family members with special needs. Two weeks ago, a woman came in to my office. She was unhappy with the investment advice she was getting from her broker and wanted someone new to hire to help her with her portfolios. During our meeting, we discussed her goals, her family and her current needs. She had several children – one of whom is an adult with autism. Her retirement account beneficiary designations name each of her children – even the child with autism. This child is already considered qualified disabled and his disability allows him to qualify for government Read more...
  • Market Insights – October 15, 2014 10/15/14
    “Fast is fine but accuracy is everything” — Wyatt Earp Dear Clients and Friends, Are you kidding me! The 10 year Treasury bond at a 1.98% yield? Oil down to $81.00 per barrel? The stock market down 1000 points in one week? Are we no longer going to travel or eat out because of the fear of contracting Ebola? Are we all going to start riding bicycles instead of driving cars? The price of oil is telling us that the global demand for crude has all but disappeared. Global stock markets are saying that we are entering a period of deflation and recession. Are you kidding me? What we are witnessing is a full blown panic, once again touched off by some hedge funds who were caught leaning the wrong way. These funds are run by “really smart” guys who bet heavily that interest rates would rise this year and 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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