Rob Wrubel, CFP® AIF® AEP®, Author at Cascade Investment Group

Is it Time to Add More International Stock?

May 23, 2017

A few weeks ago, someone told me a statistic – on average, US investors have about 3% of their portfolios invested in stocks of companies based outside the country. I did not see a report and I’m not sure how accurate this statistic was but the anecdotal evidence seems about right to me as I…

Simplify for Successful Planning

May 19, 2017

There’s a reason the first words from our mouths are “mom” or “dad.” And it’s not just because those are the people we see all the time for the first few months of life. Mom and dad are simple words. One syllable each. Easy to form. Words that do not require much by way of…