Specializing in financial and tax planning, risk and portfolio management.
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 …
[Read more...] about Charitable Gift Flexibility with Donor-Advised Funds
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 …
[Read more...] about Is it Time to Add More International Stock?
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 …
[Read more...] about Wealth Notes: Practical Estate Planning From An Advisor’s Viewpoint
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 …
The question isn’t at what age I want to retire, it’s at what income? George Foreman Wealth. Economic self-sufficiency. Financial independence. Retirement planning. These phrases all have the same definition for me – the ability to enjoy life without the need …
[Read more...] about Wealth Notes: Income Sources in Retirement
Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887
90 South Cascade Avenue
Suite 1250
Colorado Springs, CO 80903
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