From Winnie-The-Pooh to PhD. - Planning Your Family’s Education By Rob Wrubel, CFP®, AIF® “To the uneducated, an A is just three sticks.” – A.A. Milne Many of us grew up listening to and reading Winnie The Pooh. We learned some of life’s lessons from the …
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Wealth Notes – August 24, 2012
Concentration or diversification? By Rob Wrubel, CFP®, AIF® Here at Cascade Investment Group, we work with people from many different backgrounds. Families who have created wealth. Younger people in retirement plans starting to create assets. People close …
Wealth Notes – July 17, 2012
The World’s Most Respected Companies By Rob Wrubel, CFP®, AIF® Each year for the last eight years Barron’s magazine has published a list of the world’s 100 largest public companies in order of how they are respected by people in the investment community. …
Wealth Notes – June 13, 2012
Making The Most Of Inheritances By Rob Wrubel, CFP®, AIF® A study funded by MetLife and conducted by the Center for Retirement Research at Boston College estimates that baby boomers as a group stand to inherit $8.4 trillion dollars. The estimate says that …
Wealth Notes – February 23, 2012
Refinance Your Mortgage To Help Meet Your Goals By Rob Wrubel, CFP®, AIF® Mortgage rates keep coming down. It seems impossible that it could happen as they have now been low for so long but it keeps happening. Last week, I saw a 30 year fixed rate at …