What's New in Our Blog

• Wealth Notes – May 13, 2013 05/06/13
  We subscribe to a number of resources here at Cascade Investment Group. Recently, I saw this article on tax and investment decisions published by RBC Capital Markets and thought I would pass it along. Taxes are an important factor to consider as we work with you to accumulate, preserve and pass along wealth. We believe a strong tax plan, worked out with your tax professional and reviewed and understood by us, can accelerate the process of growing your asset and income base over time. We work you on a regular basis to help understand risks inherent in investing, in any particular security and how those investments can help you in the long run. Call us after this tax season for a portfolio review while your tax picture is fresh in mind so we can plan for the rest of 2013. Don’t Let Taxes Drive All Investment Decisions The recent debate Read more...
• Market Insights – May 6, 2013 05/06/13
  “The more that you read, the more things you will know. The more that you learn, the more places you will go” —–  Dr. Seuss Dear Clients and Friends, In the fourth quarter of 2012, economic growth in the U.S. slowed to a standstill. The culprits at that time were the Presidential election and the year-end “fiscal cliff.”  In the first quarter of 2013, economic growth resumed at a 2.5% rate fueled by pent-up demand from the previous quarter and a “cliff that wasn’t a cliff.”  One month into the second quarter of 2013, it appears that the economy may be slowing once again.  Three consecutive months of erratic employment numbers (and declining payroll tax receipts) combined with weaker regional manufacturing data indicate that we have lost some momentum from the first quarter. The culprit this time appears to be the federal spending squeeze known as the sequester. The plain Read more...
• Blueprints For Special Needs Families – May 3, 2013 05/03/13
  Divorce, Car Accidents, Mortgage Crisis And Other Reasons To Use A Trust Rob Wrubel CFP®, AIF® Special needs trusts are a key step in the process of planning for the future needs and high quality of life for your special needs family member. They can help provide a funding source for your special needs family member above and beyond those paid by government resources. Families with special needs members frequently ask the same question, “Why use a trust? I plan to leave the money to a brother or sister who will do the right thing.” Is a special needs trust really a necessary part of planning for your family? Or are you better off leaving the share of inheritance intended for your special needs family members to a sibling or other trust person and hope for the best? Imagine a family consisting of one surviving parent, age 70, and two Read more...
• Market Insights – April 19, 2013 04/19/13
  “Be kinder than necessary because everyone you meet, is fighting some kind of battle” Patricia Rogers Dear Clients and Friends, Here are some observations and overall random thoughts for snowy spring day in April ……… Just when and where we least expect it, terrorism strikes again in America. Terrorists are cowards but they can and often do, inflict maximum pain. North Korean leader Kim Jong-un may have been kicked out of a private Swiss boarding school for poor grades and poor attendance, but his latest saber rattling should be taken seriously until proven otherwise. He claims that Colorado Springs, Colorado is one of his targets, probably because we are home to the old NORAD, now called NORTHCOM. Documents from the North Korean military show that the missile aimed at us, would not hit us because they have incorrectly identified our location as somewhere in Louisiana. The core problem with Europe Read more...

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