Prices Matter When Allocating Your Portfolio By Rob Wrubel, CFP®, AIF® Investing literature and conversations are filled with great phrases. “Buy low and sell high.” “Don’t put all your eggs in one basket.” “Save for a rainy day.” “No risk, no reward.” …
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Wealth Notes – January 14, 2013
Fiscal Cliff, Financial Planning and You By Rob Wrubel, CFP®, AIF® The US economy, taxpayers and politicians looked over the fiscal cliff. Most of us did not like what we saw – higher taxes, a slowing economy (maybe) and chaos in government. Apparently, …
Wealth Notes – December 21, 2012
Happy Holidays By Rob Wrubel, CFP®, AIF® The week leading up to Thanksgiving and the weeks between then and Christmas feel like fast-motion for all of us at Cascade Investment Group. This year, we sprinted as many of you wanted and needed to review …
Wealth Notes – November 19, 2012
Last Minute Planning Ideas By Rob Wrubel, CFP®, AIF® The election is over, finally. Colorado was a “swing” state and it meant we were bombarded with negative ads for the last six months. Some of the ads turned optimistic, warm and positive in the last week …
Wealth Notes – October 25, 2012
The Joys Of A Paid Off Mortgage By Rob Wrubel, CFP®, AIF® Last week, three families we work with were excited about the prospect of paying off mortgages on their primary residences. I have seen and helped clients reduce their mortgage payments over the …