logo temp

Comp-logo

 

What's New in Our Blog

  • 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...
  • Market Insights – January 26, 2015 01/26/15
    “I am always ready to learn, although I do not always like being taught” – Winston Churchill Dear Clients and Friends, Reflecting back upon 2014, I found it to be a frustrating year for someone such as myself who believes in the benefits of a diversified investment portfolio. Last year was a good year if you owned the 56 stocks in the S&P 500 that contributed to more than half of the index’s total return for 2014. Last year was a good year if you owned the 30 year Treasury bond which produced TWICE the total return of the S&P 500. 2014 was a frustrating year if you owned short dated bonds, small and mid-cap U.S. stocks, international stocks and oil related investments. Who would have thought that last year at this time (looking out at 2014) the Euro would be at 1.11 vs the dollar, 10 year Treasury bond Read more...
  • Blueprints For Special Needs Families – January 5, 2015 01/05/15
    The Able Act – An Important Tool For Families With A Special Needs Member Rob Wrubel CFP®, AIF® The ABLE Act (Achieving a Better Life Experience Act) of 2014 passed both houses of Congress in December and was signed in to law by President Obama on December 19, 2014. This is the most important piece of legislation serving families with a special needs member in more than a decade. The ABLE Act allows individuals to set up a tax-free investment account to benefit a person with qualified disabilities. Families with a special needs member have not had a tax-efficient way to save for current and future expenses of their family member with a disability. The choices were limited – put money into a taxable investment account or go through the complicated process of funding a special needs trust. ABLE accounts will let families set up a tax free investment account Read more...
  • 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...

Upcoming Events

View All

Mission Statement

sailboat

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.

image image image image
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.

INDEPENDENT

INDIVIDUALIZED

INVESTMENT ADVICE

FIDUCIARY