Posts by sscascadeinv
Blueprints For Special Needs Families – April 3, 2013
The Trust Is Funded, Now What? Rob Wrubel CFP®, AIF® We get the call more than a few times per year. There is always a note of panic in the voice. There is also a note of concern and a strong desire to do the right thing. The call frequently begins like this, “I have…
Read MoreWealth Notes – March 26, 2013
New DOW Record. What Does That Mean For You? By Rob Wrubel, CFP®, AIF® Last week the Dow Jones Industrial Average, the DOW for short, hit a new all-time high at the close on Monday March 11 at 14,447.29. The DOW hit a low in recent years in March of 2009 and it was hard…
Read MoreBlueprints For Special Needs Families – February 27, 2013
Ketchup and Warren Buffett Share A Common Interest In Special Needs Planning Rob Wrubel CFP®, AIF® Last week, Warren Buffet bought one of my favorite companies – Heinz. Not just some shares in the company like we do for clients. He bought the whole company and plans to turn it private. Ketchup has been a…
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