Sunday's edition of The Gazette had a great article about Cascade Senior Vice President Rob Wrubel's book and special needs financial planning process. The link to the article is …
News
Wealth Notes – June 12, 2014
Communicate To Simplify Your Estate We work with people in all stages of life. Our oldest clients are in their 90s and our youngest just born (OK, it is really their parents that are clients). Every year it seems like we help someone who has been appointed …
Wealth Notes – June 7, 2013
“I didn’t know you do that!” June 2013 We work with different types of clients with a wide range of needs. This gives us experience in working through different life and organizational issues and a broad range of ideas, expertise and ways to offer advice to …
Wealth Notes – May 13, 2013
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 …
Wealth 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 …