As advisors with many years of experience under our belts, we have seen numerous types of planning situations, investment ideas and life situations. We have shared and been part of all kinds of events like job changes, business starts and sales, births of …
Wealth Notes by Rob Wrubel, CFP® AIF® AEP®
Charitable Gift Flexibility with Donor-Advised Funds
Community service organizations, educational institutions and religious affiliations depend on donations to achieve their missions.Many of us give to these groups because we believe in the work they do, the transformative experiences they deliver and their …
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Is it Time to Add More International Stock?
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 …
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Wealth Notes: Practical Estate Planning From An Advisor’s Viewpoint
Cascade Investment Group, Inc. is more than 20 years old and our advisors worked with clients for many years before our firm started. We have many long-term relationships with clients; at times with multiple members and generations of the same family. We value …
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Wealth Notes: Planning To Give Wisely
Recently, I was at an event for a local nonprofit organization where the fund development team talked about legacy giving. The Executive Director told a story of a local woman and the impact she had on 26 charitable organizations in the Pikes Peak Region. The …
